Profit Sharing · DOL Form 5500 · 2023

Ray Wollner Excavating, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$154,163
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Ray Wollner Excavating, Inc. Profit Sharing Plan · Sponsored by Ray Wollner Excavating, Inc. · Wisconsin · Construction

$1M in assets, 8 participants

Ray Wollner Excavating, Inc.'s Ray Wollner Excavating, Inc. Profit Sharing Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,116 in Construction (9,030 peers)

2023 asset change

Ray Wollner Excavating, Inc. Profit Sharing Plan pulled back noticeably 11.9% in 2023 ($1M → $1M) for 8 participants.

#2,116
in Construction (9,030 peers)
-11.9%
assets change YoY

The plan reported a net loss of $167K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ray Wollner Excavating, Inc. Profit Sharing Plan among the smaller filed plans by assets

Ray Wollner Excavating, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,233,305 26th percentile higher than 26% 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

Ray Wollner Excavating, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ray Wollner Excavating, Inc. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 391933807 · Ray Wollner Excavating, Inc. PY 2023 · Profit Sharing

Ray Wollner Excavating, Inc. Profit Sharing Plan · $1M · 8 · 26th

  • IND $1M
  • EOY 8
  • 5500 26th
  • ASSETS Profit Sharing
  • PCT near Kenco Construction, Inc Profit Sharing Plan
  • EIN ind #2116

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 Construction retirement plans → · Plans in Wisconsin →

Ray Wollner Excavating, Inc. Profit Sharing Plan in the asset neighbourhood

Ray Wollner Excavating, Inc. Profit Sharing PlanRay Wollner Excavating, Inc.…$1MKenco Construction, Inc Profit Sharing PlanKenco Construction, Inc Prof…$1MSantiago Ramos Segarra Retirement PlanSantiago Ramos Segarra Retir…$1MLandmark Produce Sales Profit Sharing PlanLandmark Produce Sales Profi…$1MSperling Realtors, Inc. Profit Sharing PlanSperling Realtors, Inc. Prof…$1M
End-of-year total assets ($M) among Ray Wollner Excavating, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$167K
Employer EIN391933807
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ray Wollner Excavating, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Ray Wollner Excavating, Inc. Profit Sharing Plan, Total assets ($B): 0.001233305 · Participants: 8Ray Wollner Excavating, Inc. Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Ray Wollner Excavating, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

Ray Wollner Excavating, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Kenco Construction, Inc Profit Sharing Plan in WA ($1M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Ray Wollner Excavating, Inc. Profit Sharing Plan assets move in 2023?
Ray Wollner Excavating, Inc. Profit Sharing Plan pulled back noticeably - down 11.9% during 2023, from $1M to $1M. Reported net income was -$167K.
Which Profit Sharing plans are similar in size to Ray Wollner Excavating, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Kenco Construction, Inc Profit Sharing Plan in WA ($1M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Ray Wollner Excavating, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K in assets).