401(k) · DOL Form 5500 · 2023

Wagner-Meinert, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
109
Participants Small participant base
65th
Percentile by assets National rank
$126,848
Avg per participant Near avg balance/head
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Official DOL plan name: Wagner-Meinert, LLC 401(k) Plan · Sponsored by Wagner-Meinert, LLC · Indiana · Construction

$14M in assets, 109 participants

Wagner-Meinert, LLC's Wagner-Meinert, LLC 401(k) Plan reported $14M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,793 in Construction (9,030 peers)

Coverage in Indiana

Wagner-Meinert, LLC 401(k) Plan covers 109 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $14M.

#5,793
in Construction (9,030 peers)
+13.9%
assets growth YoY

Wagner-Meinert, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Wagner-Meinert, LLC 401(k) Plan vs every filed plan by assets

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

$13,826,424 Top 35% higher than 65% 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-Meinert, LLC 401(k) 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. Wagner-Meinert, LLC 401(k) Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wagner-Meinert, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wagner-Meinert, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Wagner-Meinert, LLC 401(k) Plan reported participants fell from 111 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 453040924 · Wagner-Meinert, LLC PY 2023 · 401(k)

Wagner-Meinert, LLC 401(k) Plan · $14M · 109 · 65th

  • EBSA $14M
  • PART 109
  • TYPE 65th
  • NET 401(k)
  • BOOK near Long Island Fqhc Inc. 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #5793

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 Indiana →

Wagner-Meinert, LLC 401(k) Plan in the asset neighbourhood

Wagner-Meinert, LLC 401(k) PlanWagner-Meinert, LLC 401(k) P…$14MLong Island Fqhc Inc. 401(k) Profit Sharing Plan and TrustLong Island Fqhc Inc. 401(k)…$14MDenholtz Associates Retirement Savings PlanDenholtz Associates Retireme…$14MMaine Savings Federal Credit Union 401(k) Plan and TrustMaine Savings Federal Credit…$14MWalter 401(k) Retirement Savings PlanWalter 401(k) Retirement Sav…$14M
End-of-year total assets ($M) among Wagner-Meinert, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN453040924
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wagner-Meinert, LLC)

Sponsor-wide plan assets over time

All Wagner-Meinert, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 32.30604724885009% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.1M $16.1M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 111 $12M
2023 1 109 $14M
2024 1 135 $16M

Nearby 401(k) Plans in Indiana

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

Wagner-Meinert, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Wagner-Meinert, LLC 401(k) Plan, Total assets ($B): 0.013826424 · Participants: 109Wagner-Meinert, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Wagner-Meinert, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Wagner-Meinert, LLC 401(k) Plan side-by-side with 3 peers →

Wagner-Meinert, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Long Island Fqhc Inc. 401(k) Profit Sharing Plan and Trust in NY ($14M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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-Meinert, LLC 401(k) Plan assets move in 2023? ▼
Wagner-Meinert, LLC 401(k) Plan grew at a solid clip - up 13.9% during 2023, from $12M to $14M. Reported net income was $2M.
How have Wagner-Meinert, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wagner-Meinert, LLC's sponsor-wide assets grew 32.3%, from $12M to $16M.
Which 401(k) plans are similar in size to Wagner-Meinert, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Long Island Fqhc Inc. 401(k) Profit Sharing Plan and Trust in NY ($14M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Wagner-Meinert, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 453040924.

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.