Profit Sharing · DOL Form 5500 · 2022
Wagner's Home Furnishings Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $130,225
- Avg per participant Near avg balance/head
Official DOL plan name: Wagner's Home Furnishings Profit Sharing Plan · Sponsored by Wagner's Home Furnishings · Montana · Retail Trade
$2M in assets, 13 participants
Wagner's Home Furnishings's Wagner's Home Furnishings Profit Sharing Plan reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #3,911 in Retail Trade (9,519 peers)
2022 asset change
Wagner's Home Furnishings Profit Sharing Plan declined sharply 23.5% in 2022 ($2M → $2M) for 13 participants.
- #3,911
- in Retail Trade (9,519 peers)
- -23.5%
- assets change YoY
The plan reported a net loss of $520K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wagner's Home Furnishings Profit Sharing Plan among the smaller filed plans by assets
Wagner's Home Furnishings Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,692,922 31st percentile higher than 31% 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
Wagner's Home Furnishings Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wagner's Home Furnishings Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 810292938 · Wagner's Home Furnishings PY 2022 · Profit Sharing
Wagner's Home Furnishings Profit Sharing Plan · $2M · 13 · 31st
- EOY $2M
- 5500 13
- ASSETS 31st
- PCT Profit Sharing
- EIN near Roger Joe, D.D.S. Retirement Plan
- RANK ind #3911
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 Retail Trade retirement plans → · Plans in Montana →
Wagner's Home Furnishings Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$520K |
| Employer EIN | 810292938 |
| Plan Effective Date | 1989-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cushing Terrell 401(k) Retirement Plan $61M · 424
- Okeefe Drilling Company Profit-Sharing Trust $17M · 28
- Barrett Hospital Development Corporation 403(b) Plan $17M · 244
- Langlas & Associates, Inc. Profit Sharing Plan $13M · 155
- Blue Rock Products Company Profit Sharing Plan $10M · 71
Wagner's Home Furnishings Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Montana, the nearest Profit Sharing by assets is Roger Joe, D.D.S. Retirement Plan in CA ($2M); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.