401(k) · DOL Form 5500 · 2023

Wagner Forest Management, Ltd. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
29
Participants Small participant base
68th
Percentile by assets National rank
$534,107
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wagner 401(k) Plan · Sponsored by Wagner Forest Management, Ltd. · New Hampshire · Agriculture, Forestry & Fishing

$15M in assets, 29 participants

Wagner Forest Management, Ltd.'s Wagner 401(k) Plan reported $15M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #968 in Agriculture, Forestry & Fishing (1,288 peers)

Wagner Forest Management, Ltd. multi-year trail

Wagner Forest Management, Ltd.'s plans moved +45.4% in assets from 2022 to 2024; this filing shows Wagner 401(k) Plan at $15M / 29 participants.

#968
in Agriculture, Forestry & Fishing (1,288 peers)
+21.7%
assets growth YoY

Wagner 401(k) Plan's outsized position by total assets

Wagner 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$15,489,092 Top 32% higher than 68% of 127,068 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 2023

Wagner 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wagner 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wagner 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wagner 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Wagner 401(k) Plan reported participants fell from 33 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020342249 · Wagner Forest Management, Ltd. PY 2023 · 401(k)

Wagner 401(k) Plan · $15M · 29 · 68th

  • BOY $15M
  • SCH 29
  • EBSA 68th
  • PART 401(k)
  • TYPE near Watson, Farley & Williams LLP 401(k) Employee Savings & Profit
  • NET ind #968

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New Hampshire →

Wagner 401(k) Plan in the asset neighbourhood

Wagner 401(k) Plan$15MWatson, Farley & Williams LLP 401(k) Employee Savings & ProfitWatson, Farley & Williams LL…$15MRadiation Oncology Centers, P.C. Profit Sharing Retirement PlanRadiation Oncology Centers, …$15MBallard Mack Sales & Service, Inc. 401(k) Profit Sharing PlanBallard Mack Sales & Service…$15MD-Link Systems, Inc. 401(k) PlanD-Link Systems, Inc. 401(k) …$15M
End-of-year total assets ($M) among Wagner 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wagner Forest Management, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Wagner Forest Management, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 45.40903117320389% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.7M $18.5M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 33 $13M
2023 1 29 $15M
2024 1 31 $19M

Wagner Forest Management, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN020342249
Plan Effective Date2021-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Wagner 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Wagner 401(k) Plan, Total assets ($M): 15.489092 · Participants: 29Wagner 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Wagner 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Wagner 401(k) Plan side-by-side with 3 peers →

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

Outside New Hampshire, the nearest 401(k) by assets is Watson, Farley & Williams LLP 401(k) Employee Savings & Profit in NY ($15M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wagner 401(k) Plan assets move in 2023? ▼
Wagner 401(k) Plan grew sharply - up 21.7% during 2023, from $13M to $15M. Reported net income was $3M.
How have Wagner Forest Management, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wagner Forest Management, Ltd.'s sponsor-wide assets grew 45.4%, from $13M to $19M.
Which 401(k) plans are similar in size to Wagner 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watson, Farley & Williams LLP 401(k) Employee Savings & Profit in NY ($15M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Wagner 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020342249.

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.