401(k) · DOL Form 5500 · 2022

R & B Wagner, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
136
Participants Small participant base
81st
Percentile by assets National rank
$195,342
Avg per participant Above avg balance/head
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Official DOL plan name: The Wagner Companies Retirement Plan · Sponsored by R & B Wagner, Inc. · Wisconsin · Manufacturing

$27M in assets, 136 participants

R & B Wagner, Inc.'s The Wagner Companies Retirement Plan reported $27M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 81st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,141 in Manufacturing (20,602 peers)

Coverage in Wisconsin

The Wagner Companies Retirement Plan covers 136 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.

#15,141
in Manufacturing (20,602 peers)
-21.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Wagner Companies Retirement Plan's outsized position by total assets

The Wagner Companies Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,566,523 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Wagner Companies Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Wagner Companies Retirement Plan sits mid-pack in the medium band (136 participants).

Plan-year Form 5500 strip

Filing strip 390910046 · R & B Wagner, Inc. PY 2022 · 401(k)

The Wagner Companies Retirement Plan · $27M · 136 · 81st

  • EOY $27M
  • EOY 136
  • EOY 81st
  • EOY 401(k)
  • EOY near Greystone Employee Services, LLC 401(k) Plan
  • EOY ind #15141

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Wisconsin →

The Wagner Companies Retirement Plan in the asset neighbourhood

The Wagner Companies Retirement PlanThe Wagner Companies Retirem…$27MHilldrup Moving & Storage 401(k) Plan & TrustHilldrup Moving & Storage 40…$27MDakota Eye 401(k) Plan$27MGreystone Employee Services, LLC 401(k) PlanGreystone Employee Services,…$27MAbec, Inc. 401(k) Long Term Salary Savings PlanAbec, Inc. 401(k) Long Term …$27M
End-of-year total assets ($M) among The Wagner Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$27M
Net Income-$7M
Employer EIN390910046
Plan Effective Date1977-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (R & B Wagner, Inc.)

Sponsor-wide plan assets over time

All R & B Wagner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 13.797172914206474% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $45.5M $39.2M ▼ -13.8%
Year Plans Participants Total Assets
2022 2 262 $45M
2023 2 238 $49M
2024 2 291 $39M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Wagner Companies Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Wagner Companies Retirement Plan, Total assets ($B): 0.026566523 · Participants: 136The Wagner Companies Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
The Wagner Companies Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Wagner Companies Retirement Plan side-by-side with 3 peers →

The Wagner Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Greystone Employee Services, LLC 401(k) Plan in TX ($27M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Wagner Companies Retirement Plan assets move in 2022? ▼
The Wagner Companies Retirement Plan declined sharply - down 21.5% during 2022, from $34M to $27M. Reported net income was -$7M.
How have R & B Wagner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & B Wagner, Inc.'s sponsor-wide assets declined 13.8%, from $45M to $39M.
Where does The Wagner Companies Retirement Plan rank by assets among Form 5500 filers? ▼
The Wagner Companies Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Wagner Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greystone Employee Services, LLC 401(k) Plan in TX ($27M, 79 participants).
Which 401(k) plans cover a similar participant headcount to The Wagner Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390910046.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.