ESOP · DOL Form 5500 · 2023

Cummins-Wagner Co., Inc. ESOP

Data updated 2026-08-11

$88M
Total assets: 230
Participants: 90th
Percentile by assets: $383,599
Avg per participant

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.

90th percentile by assets (of 127,072 plans)
#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.

$88M
total plan assets (2023 EOY): 230
covered participants: 90th
percentile by assets (of 127,072 plans): $383,599
avg assets per participant

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 →

State

Maryland

Industry

Wholesale Trade

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Cummins-Wagner Co., Inc. Employee Stock Ownership Plan reports 230 participants - about 25% of that state average ($88M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)	$80M
Net Assets (End of Year)	$88M
Net Income	$8M
Employer EIN	520749021
Plan Effective Date	1984-01-19
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Cummins-Wagner Co., Inc. plans on file

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

Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,617
Westat, Inc. Employee Stock Ownership Plan $407M · 3,046
Kci Technologies, Inc. Employee Stock Ownership Plan $336M · 1,793
Brown Capital Management ESOP $320M · 35
Lockheed Martin Corporation Capital Accumulation Plan $267M · 5,839

Compare Cummins-Wagner Co., Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cummins-Wagner Co., Inc. Employee Stock Ownership Plan by total assets, not by location.

Catamount Constructors, Inc. Employee Stock Ownership Plan (CO) $88M · 216
Cfc ESOP (VT) $88M · 427
Energy Air, Inc. ESOP (FL) $89M · 337
Hunt Electric Employee Stock Ownership Plan and Trust (MN) $89M · 257

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).

Next read for Cummins-Wagner Co., Inc. Employee Stock …

Filing takeaways

Ways to act on Cummins-Wagner Co., Inc. Employee Stock Ownership Plan's numbers.

By total assets, Cummins-Wagner Co., Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
Cummins-Wagner Co., Inc.'s sponsor-wide assets have grown 41.4% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.