ESOP · DOL Form 5500 · 2022
R&b Wagner, Inc. ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 126
- Participants
- 76th
- Percentile by assets
- $149,898
- Avg per participant
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.
- 76th percentile by assets (of 139,126 plans)
- #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.
- $19M
- total plan assets (2022 EOY)
- 126
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $149,898
- avg assets per participant
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. R & B Wagner, Inc. Employee Stock Ownership Plan reports 126 participants - about 22% of that state average ($19M EOY assets).
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.)
| 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.
R & B Wagner, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to R & B Wagner, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for R & B Wagner, Inc. Employee Stock Owners…
Filing takeaways
Ways to act on R & B Wagner, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, R & B Wagner, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- R&b Wagner, Inc.'s sponsor-wide assets have declined 13.8% since 2022 across 3 plan years on file. More Manufacturing plans