ESOP · DOL Form 5500 · 2023
R&b Wagner, Inc. ESOP
Data updated 2026-08-11
- $20M
- Total assets
- 105
- Participants
- 73rd
- Percentile by assets
- $194,381
- Avg per participant
Official DOL plan name: R & B Wagner, Inc. Employee Stock Ownership Plan · Sponsored by R&b Wagner, Inc. · Wisconsin · Manufacturing
$20M in assets, 105 participants
R&b Wagner, Inc.'s R & B Wagner, Inc. Employee Stock Ownership Plan reported $20M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 127,072 plans)
- #11,799 in Manufacturing (18,722 peers)
Coverage in Wisconsin
R & B Wagner, Inc. Employee Stock Ownership Plan covers 105 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.
- $20M
- total plan assets (2023 EOY)
- 105
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $194,381
- avg assets per participant
Where R & B Wagner, Inc. Employee Stock Ownership Plan sits by total assets
R & B Wagner, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,410,036 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- R & B Wagner, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- R & B Wagner, Inc. Employee Stock Ownership Plan reported participants fell from 126 in the plan year 2022 filing to 105 in the plan year 2023 filing.
- R & B Wagner, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.
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 105 participants - about 19% of that state average ($20M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| 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 $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
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
How did R & B Wagner, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have R&b Wagner, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to R & B Wagner, Inc. Employee Stock Ownership Plan? ▼
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 above the median plan 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