ESOP · DOL Form 5500 · 2022
R&b Wagner, Inc. ESOP
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $149,898
- Avg per participant Above avg balance/head
Official DOL plan name: R & B Wagner, Inc. Employee Stock Ownership Plan · Sponsored by R&b Wagner, Inc. · Wisconsin · Manufacturing
$19M in assets, 126 participants
R&b Wagner, Inc.'s R & B Wagner, Inc. Employee Stock Ownership Plan reported $19M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #13,830 in Manufacturing (20,602 peers)
Coverage in Wisconsin
R & B Wagner, Inc. Employee Stock Ownership Plan covers 126 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.
- #13,830
- in Manufacturing (20,602 peers)
- +6.9%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
R & B Wagner, Inc. Employee Stock Ownership Plan's outsized position by total assets
R & B Wagner, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,887,209 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
R & B Wagner, Inc. Employee Stock Ownership 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. R & B Wagner, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (126 participants).
Plan-year Form 5500 strip
Filing strip 390910046 · R&b Wagner, Inc. PY 2022 · ESOP
R & B Wagner, Inc. Employee Stock Ownership Plan · $19M · 126 · 76th
- RANK $19M
- PHOTO 126
- IND 76th
- EOY ESOP
- 5500 near Pen-Link, Ltd. Employee Stock Ownership Plan and Trust
- ASSETS ind #13830
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 What is an ESOP? → · Plans in Wisconsin →
R & B Wagner, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 390910046 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 262 | $45M |
| 2023 | 2 | 238 | $49M |
| 2024 | 2 | 291 | $39M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
R & B Wagner, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Pen-Link, Ltd. Employee Stock Ownership Plan and Trust in NE ($19M); by covered participants it is Breakside Brewery, Inc. Employee Stock Ownership Plan in OR (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 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.