ESOP · DOL Form 5500 · 2022

Cummins-Wagner Co., Inc. ESOP

Data updated 2026-08-25

$80M
Total assets Below avg plan size
233
Participants Below avg headcount
92nd
Percentile by assets National rank
$345,230
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cummins-Wagner Co., Inc. Employee Stock Ownership Plan · Sponsored by Cummins-Wagner Co., Inc. · Maryland · Wholesale Trade

$80M in assets, 233 participants

Cummins-Wagner Co., Inc.'s Cummins-Wagner Co., Inc. Employee Stock Ownership Plan reported $80M in total assets and 233 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #6,366 in Wholesale Trade (6,843 peers)

Coverage in Maryland

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan covers 233 participants in Maryland, about 25% of the average Maryland filer (state average ~929 per filing). Assets: $80M.

#6,366
in Wholesale Trade (6,843 peers)
+6.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$80,438,565 Top 8% higher than 92% 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

Cummins-Wagner Co., 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. Cummins-Wagner Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (233 participants).

Published 5500 schedule card

Filing strip 520749021 · Cummins-Wagner Co., Inc. PY 2022 · ESOP

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan · $80M · 233 · 92nd

  • 5500 $80M
  • ASSETS 233
  • PCT 92nd
  • EIN ESOP
  • RANK near North State Grocery, Inc. Employee Stock Ownership Plan
  • PHOTO ind #6366

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 Maryland →

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

State Bankshares Employee Stock Ownership Plan and TrustState Bankshares Employee St…$81MCummins-Wagner Co., Inc. Employee Stock Ownership PlanCummins-Wagner Co., Inc. Emp…$80MNorth State Grocery, Inc. Employee Stock Ownership PlanNorth State Grocery, Inc. Em…$80MCarrier Process Equipment Group, Inc. Employee Stock Ownership PlanCarrier Process Equipment Gr…$80MHoward Building Corporation Employee Stock Ownership PlanHoward Building Corporation …$80M
End-of-year total assets ($M) among Cummins-Wagner Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$80M
Net Income$5M
Employer EIN520749021
Plan Effective Date1984-01-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Cummins-Wagner Co., Inc.)

Sponsor-wide plan assets over time

All Cummins-Wagner Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$131M 41.43619519754257% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $92.7M $131M ▲ +41.4%
Year Plans Participants Total Assets
2022 2 484 $93M
2023 2 473 $103M
2024 2 495 $131M

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Cummins-Wagner Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 80.438565 · Participants: 233Cummins-Wagner Co., Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
Cummins-Wagner Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Cummins-Wagner Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is North State Grocery, Inc. Employee Stock Ownership Plan in CA ($80M); by covered participants it is Engeo Incorporated Employee Stock Ownership Plan in CA (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Cummins-Wagner Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Cummins-Wagner Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.6% during 2022, from $75M to $80M. Reported net income was $5M.
How have Cummins-Wagner Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cummins-Wagner Co., Inc.'s sponsor-wide assets grew 41.4%, from $93M to $131M.
Where does Cummins-Wagner Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cummins-Wagner Co., Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Cummins-Wagner Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is North State Grocery, Inc. Employee Stock Ownership Plan in CA ($80M, 582 participants).
Which ESOP plans cover a similar participant headcount to Cummins-Wagner Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Engeo Incorporated Employee Stock Ownership Plan in CA (233 participants, $63M 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 520749021.

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.