ESOP · DOL Form 5500 · 2023

Cummins-Wagner Co., Inc. ESOP

Data updated 2026-08-25

$88M
Total assets Below avg plan size
230
Participants Below avg headcount
90th
Percentile by assets National rank
$383,599
Avg per participant High balance/head
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Official DOL plan name: Cummins-Wagner Co., Inc. Employee Stock Ownership Plan · Sponsored by Cummins-Wagner Co., Inc. · Maryland · Wholesale Trade

$88M in assets, 230 participants

Cummins-Wagner Co., Inc.'s Cummins-Wagner Co., Inc. Employee Stock Ownership Plan reported $88M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,811 in Wholesale Trade (6,309 peers)

Coverage in Maryland

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan covers 230 participants in Maryland, about 25% of the average Maryland filer (state average ~929 per filing). Assets: $88M.

#5,811
in Wholesale Trade (6,309 peers)
+9.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$88,227,851 Top 10% higher than 90% 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

Cummins-Wagner Co., Inc. Employee Stock Ownership 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. Cummins-Wagner Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cummins-Wagner Co., Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Cummins-Wagner Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $80M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Cummins-Wagner Co., Inc. Employee Stock Ownership Plan reported participants fell from 233 in the plan year 2022 filing to 230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 520749021 · Cummins-Wagner Co., Inc. PY 2023 · ESOP

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan · $88M · 230 · 90th

  • PART $88M
  • PART 230
  • PART 90th
  • PART ESOP
  • PART near Catamount Constructors, Inc. Employee Stock Ownership Plan
  • PART ind #5811

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 What is an ESOP? → · Plans in Maryland →

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hunt Electric Employee Stock Ownership Plan and TrustHunt Electric Employee Stock…$89MEnergy Air, Inc. ESOP$89MCfc ESOP$88MCummins-Wagner Co., Inc. Employee Stock Ownership PlanCummins-Wagner Co., Inc. Emp…$88MCatamount Constructors, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc.…$88M
End-of-year total assets ($M) among Cummins-Wagner Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$88M
Net Income$8M
Employer EIN520749021
Plan Effective Date1984-01-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Cummins-Wagner Co., Inc.)

Sponsor-wide plan assets over time

All Cummins-Wagner Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$131M 41.43619519754257% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $92.7M $131M ▲ +41.4%
Year Plans Participants Total Assets
2022 2 484 $93M
2023 2 473 $103M
2024 2 495 $131M

Nearby ESOP Plans in Maryland

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

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Cummins-Wagner Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.088227851 · Participants: 230Cummins-Wagner Co., Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Cummins-Wagner Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Cummins-Wagner Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Catamount Constructors, Inc. Employee Stock Ownership Plan in CO ($88M); by covered participants it is Pan-Pacific Holdings Corporation Employee Stock Ownership Plan in CA (229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Cummins-Wagner Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Cummins-Wagner Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.7% during 2023, from $80M to $88M. Reported net income was $8M.
How have Cummins-Wagner Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cummins-Wagner Co., Inc.'s sponsor-wide assets grew 41.4%, from $93M to $131M.
Where does Cummins-Wagner Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cummins-Wagner Co., Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Cummins-Wagner Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Catamount Constructors, Inc. Employee Stock Ownership Plan in CO ($88M, 216 participants).
Which ESOP plans cover a similar participant headcount to Cummins-Wagner Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pan-Pacific Holdings Corporation Employee Stock Ownership Plan in CA (229 participants, $68M 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 520749021.

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.