401(k) · DOL Form 5500 · 2023

R & B Wagner, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
133
Participants Small participant base
79th
Percentile by assets National rank
$218,464
Avg per participant Above avg balance/head
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Official DOL plan name: The Wagner Companies Retirement Plan · Sponsored by R & B Wagner, Inc. · Wisconsin · Manufacturing

$29M in assets, 133 participants

R & B Wagner, Inc.'s The Wagner Companies Retirement Plan reported $29M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,203 in Manufacturing (18,722 peers)

Coverage in Wisconsin

The Wagner Companies Retirement Plan covers 133 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $29M.

#13,203
in Manufacturing (18,722 peers)
+9.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Wagner Companies Retirement Plan's outsized position by total assets

The Wagner Companies Retirement Plan vs every filed plan by assets

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

$29,055,660 Top 21% higher than 79% 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

The Wagner Companies Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Wagner Companies Retirement Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wagner Companies Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Wagner Companies Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • The Wagner Companies Retirement Plan reported participants fell from 136 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390910046 · R & B Wagner, Inc. PY 2023 · 401(k)

The Wagner Companies Retirement Plan · $29M · 133 · 79th

  • EIN $29M
  • EIN 133
  • EIN 79th
  • EIN 401(k)
  • EIN near Tiber Creek Consulting, Inc 401(k) Plan
  • EIN ind #13203

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 Manufacturing retirement plans → · Plans in Wisconsin →

The Wagner Companies Retirement Plan in the asset neighbourhood

The Wagner Companies Retirement PlanThe Wagner Companies Retirem…$29MSociety of Petroleum Engineers (Spe), Inc. Retirement Income PlanSociety of Petroleum Enginee…$29MCarson Wealth Management Group 401(k) Profit Sharing PlanCarson Wealth Management Gro…$29MTiber Creek Consulting, Inc 401(k) PlanTiber Creek Consulting, Inc …$29MTioga Retirement Savings Plan$29M
End-of-year total assets ($M) among The Wagner Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN390910046
Plan Effective Date1977-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (R & B Wagner, Inc.)

Sponsor-wide plan assets over time

All R & B Wagner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 13.797172914206474% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $45.5M $39.2M ▼ -13.8%
Year Plans Participants Total Assets
2022 2 262 $45M
2023 2 238 $49M
2024 2 291 $39M

Nearby 401(k) Plans in Wisconsin

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

The Wagner Companies Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants The Wagner Companies Retirement Plan, Total assets ($B): 0.02905566 · Participants: 133The Wagner Companies Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
The Wagner Companies Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Wagner Companies Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Tiber Creek Consulting, Inc 401(k) Plan in VA ($29M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 The Wagner Companies Retirement Plan assets move in 2023? ▼
The Wagner Companies Retirement Plan grew at a solid clip - up 9.4% during 2023, from $27M to $29M. Reported net income was $2M.
How have R & B Wagner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & B Wagner, Inc.'s sponsor-wide assets declined 13.8%, from $45M to $39M.
Where does The Wagner Companies Retirement Plan rank by assets among Form 5500 filers? ▼
The Wagner Companies Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Wagner Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tiber Creek Consulting, Inc 401(k) Plan in VA ($29M, 190 participants).
Which 401(k) plans cover a similar participant headcount to The Wagner Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A 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 390910046.

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.