401(k) · DOL Form 5500 · 2022

H & M Wagner & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
125
Participants Small participant base
61st
Percentile by assets National rank
$65,205
Avg per participant Low balance/head
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Official DOL plan name: H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust · Sponsored by H & M Wagner & Sons, Inc. · Maryland · Wholesale Trade

$8M in assets, 125 participants

H & M Wagner & Sons, Inc.'s H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust reported $8M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,551 in Wholesale Trade (6,843 peers)

Coverage in Maryland

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust covers 125 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $8M.

#3,551
in Wholesale Trade (6,843 peers)
+21.3%
assets growth YoY

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,150,685 Top 39% higher than 61% 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

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust 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. H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust sits mid-pack in the medium band (125 participants).

DOL schedule card

Filing strip 520981891 · H & M Wagner & Sons, Inc. PY 2022 · 401(k)

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust · $8M · 125 · 61st

  • PCT $8M
  • EIN 125
  • RANK 61st
  • PHOTO 401(k)
  • IND near Lightning Ventures, Inc. 401(k) Savings Plan
  • EOY ind #3551

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 Wholesale Trade retirement plans → · Plans in Maryland →

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust in the asset neighbourhood

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and TrustH & M Wagner & Sons, Inc. 40…$8MLightning Ventures, Inc. 401(k) Savings PlanLightning Ventures, Inc. 401…$8MDiacom 401(k) Savings Plan$8MSalon Buzz Retirement Plan$8MKienbaum Hardy Viviano Pelton & Forrest, PLC Savings and Profit Sharing Plan and TrustKienbaum Hardy Viviano Pelto…$8M
End-of-year total assets ($M) among H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN520981891
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H & M Wagner & Sons, Inc.)

Sponsor-wide plan assets over time

All H & M Wagner & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.61793211245435% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.15M $11.3M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 125 $8M
2023 1 128 $10M
2024 1 131 $11M

Nearby 401(k) Plans in Maryland

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

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust, Total assets ($B): 0.008150685 · Participants: 125H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust side-by-side with 3 peers →

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Lightning Ventures, Inc. 401(k) Savings Plan in CO ($8M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust assets move in 2022? ▼
H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust grew sharply - up 21.3% during 2022, from $7M to $8M. Reported net income was $1M.
How have H & M Wagner & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H & M Wagner & Sons, Inc.'s sponsor-wide assets grew 38.6%, from $8M to $11M.
Which 401(k) plans are similar in size to H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lightning Ventures, Inc. 401(k) Savings Plan in CO ($8M, 185 participants).
Which 401(k) plans cover a similar participant headcount to H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 520981891.

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.