401(k) · DOL Form 5500 · 2023

Wagner Equipment Co. 401(k) Plan

Data updated 2026-08-25

$250M
Total assets Near avg plan size
1,460
Participants Near avg headcount
96th
Percentile by assets National rank
$171,349
Avg per participant Above avg balance/head
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Official DOL plan name: Wagner Equipment Co. Retirement Savings Plan · Sponsored by Wagner Equipment Co. · Colorado · Wholesale Trade

$250M in assets, 1,460 participants

Wagner Equipment Co.'s Wagner Equipment Co. Retirement Savings Plan reported $250M in total assets and 1,460 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #6,104 in Wholesale Trade (6,309 peers)

Coverage in Colorado

Wagner Equipment Co. Retirement Savings Plan covers 1,460 participants in Colorado, 3.9x the typical Colorado plan (state average ~376 per filing). Assets: $250M.

#6,104
in Wholesale Trade (6,309 peers)
+16.3%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Wagner Equipment Co. Retirement Savings Plan's outsized position by total assets

Wagner Equipment Co. Retirement Savings Plan vs every filed plan by assets

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

$250,169,723 Top 4% higher than 96% 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

Wagner Equipment Co. Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wagner Equipment Co. Retirement Savings Plan lands in the large band (1,460 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wagner Equipment Co. Retirement Savings Plan reported net income rose from -$40M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Wagner Equipment Co. Retirement Savings Plan end-of-year assets rose from $215M in the plan year 2022 filing to $250M in the plan year 2023 filing.
  • Wagner Equipment Co. Retirement Savings Plan reported participants rose from 1,405 in the plan year 2022 filing to 1,460 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840703569 · Wagner Equipment Co. PY 2023 · 401(k)

Wagner Equipment Co. Retirement Savings Plan · $250M · 1,460 · 96th

  • PART $250M
  • PART 1,460
  • PART 96th
  • PART 401(k)
  • PART near Simmons First National Corporation 401(k) Plan
  • PART ind #6104

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 Wholesale Trade retirement plans → · Plans in Colorado →

Wagner Equipment Co. Retirement Savings Plan in the asset neighbourhood

Growmark 401(k) Plan$250MKforce 401(k) Retirement Savings PlanKforce 401(k) Retirement Sav…$250MSimmons First National Corporation 401(k) PlanSimmons First National Corpo…$250MWagner Equipment Co. Retirement Savings PlanWagner Equipment Co. Retirem…$250MRichards, Layton & Finger P.a. Retirement & Savings PlanRichards, Layton & Finger P.…$250M
End-of-year total assets ($M) among Wagner Equipment Co. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$215M
Net Assets (End of Year)$250M
Net Income$35M
Employer EIN840703569
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wagner Equipment Co.)

Sponsor-wide plan assets over time

All Wagner Equipment Co. plans reported in each filing year

Latest sponsor-wide plan assets
$279M 29.90661194048246% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $215M $279M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 1,405 $215M
2023 1 1,460 $250M
2024 1 1,581 $279M

Nearby 401(k) Plans in Colorado

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

Wagner Equipment Co. Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 01234 Total assets ($B) Participants Wagner Equipment Co. Retirement Savings Plan, Total assets ($B): 0.250169723 · Participants: 1460Wagner Equipment Co. Retirement Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Wagner Equipment Co. Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wagner Equipment Co. Retirement Savings Plan side-by-side with 3 peers →

Wagner Equipment Co. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Simmons First National Corporation 401(k) Plan in AR ($250M); by covered participants it is Heritage Valley Health System 401(k) Plan in PA (1,460 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($250M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,460 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 Wagner Equipment Co. Retirement Savings Plan assets move in 2023? ▼
Wagner Equipment Co. Retirement Savings Plan grew sharply - up 16.3% during 2023, from $215M to $250M. Reported net income was $35M.
How have Wagner Equipment Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wagner Equipment Co.'s sponsor-wide assets grew 29.9%, from $215M to $279M.
Where does Wagner Equipment Co. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Wagner Equipment Co. Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wagner Equipment Co. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simmons First National Corporation 401(k) Plan in AR ($250M, 3,243 participants).
Which 401(k) plans cover a similar participant headcount to Wagner Equipment Co. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heritage Valley Health System 401(k) Plan in PA (1,460 participants, $127M 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 840703569.

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.