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
25th
Percentile by assets National rank
$149,912
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 25th 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.

  • #2,094 in Construction (9,030 peers)

What the 2023 filing shows

Ray Wollner Excavating, Inc. Profit Sharing Plan holds $1M for 8 participants - about $149,912 per participant, in the lower half of filed plans by assets.

#2,094
in Construction (9,030 peers)
-2.8%
assets change YoY

The plan reported a net loss of $34K 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

$1,199,298 25th percentile higher than 25% 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 · 25th

  • ASSETS $1M
  • ASSETS 8
  • ASSETS 25th
  • ASSETS Profit Sharing
  • ASSETS near Corby and Corby an Accountancy Corp. Profit Sharing Plan
  • ASSETS ind #2094

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.…$1MCorby and Corby an Accountancy Corp. Profit Sharing PlanCorby and Corby an Accountan…$1MGorilla Ventures Corporation Retirement PlanGorilla Ventures Corporation…$1MJames E Rodgers and Company, P.C. Employees Profit Sharing Plan and TrustJames E Rodgers and Company,…$1MSouthwestern Radiology Services P.S.C. Ret. PlanSouthwestern Radiology Servi…$1M
End-of-year total assets ($M) among Ray Wollner Excavating, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$34K
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): 0.001199298 · 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
Compare Ray Wollner Excavating, Inc. Profit Sharing Plan side-by-side with 3 peers →

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 Corby and Corby an Accountancy Corp. Profit Sharing Plan in CA ($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 edged down modestly - down 2.8% during 2023, from $1M to $1M. Reported net income was -$34K.
Where does Ray Wollner Excavating, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ray Wollner Excavating, Inc. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
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 Corby and Corby an Accountancy Corp. Profit Sharing Plan in CA ($1M, 4 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).

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 391933807.

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.