Profit Sharing · DOL Form 5500 · 2023

Ray Wollner Excavating, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
29th
Percentile by assets National rank
$260,954
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

$2M in assets, 7 participants

Ray Wollner Excavating, Inc.'s Ray Wollner Excavating, Inc. Profit Sharing Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,454 in Construction (9,030 peers)

2023 asset change

Ray Wollner Excavating, Inc. Profit Sharing Plan grew sharply 15.5% in 2023 ($2M → $2M) for 7 participants.

#2,454
in Construction (9,030 peers)
+15.5%
assets growth YoY

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

$1,826,678 29th percentile higher than 29% 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 (7 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 · $2M · 7 · 29th

  • VS-ST $2M
  • VS-ST 7
  • VS-ST 29th
  • VS-ST Profit Sharing
  • VS-ST near American Equity Service Inc Profit Sharing Plan
  • VS-ST ind #2454

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.…$2MAmerican Equity Service Inc Profit Sharing PlanAmerican Equity Service Inc …$2MCash & Carry Paper Co., Inc. Profit Sharing PlanCash & Carry Paper Co., Inc.…$2MAlan D. Marcus, D.D.S., M.S.D., Sole Proprietor, Profit Sharing PlanAlan D. Marcus, D.D.S., M.S.…$2MPhares Radiology Associates, LLC Profit Sharing PlanPhares Radiology Associates,…$2M
End-of-year total assets ($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)$2M
Net Assets (End of Year)$2M
Net Income$245K
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): 0.001826678 · Participants: 7Ray 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 American Equity Service Inc Profit Sharing Plan in CA ($2M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 grew sharply - up 15.5% during 2023, from $2M to $2M. Reported net income was $245K.
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 American Equity Service Inc Profit Sharing Plan in CA ($2M, 2 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 Lawrence P. Zamzok Profit Sharing Plan in NM (7 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 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.