401(k) · DOL Form 5500 · 2023

Wagner & Wagner Auto Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
176
Participants Small participant base
59th
Percentile by assets National rank
$58,858
Avg per participant Low balance/head
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Official DOL plan name: Wagner Motor Sales and Subsidiaries 401(k) Plan · Sponsored by Wagner & Wagner Auto Sales, Inc. · Massachusetts · Retail Trade

$10M in assets, 176 participants

Wagner & Wagner Auto Sales, Inc.'s Wagner Motor Sales and Subsidiaries 401(k) Plan reported $10M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,923 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Wagner Motor Sales and Subsidiaries 401(k) Plan covers 176 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#5,923
in Retail Trade (8,414 peers)
+23.5%
assets growth YoY

Wagner Motor Sales and Subsidiaries 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Wagner Motor Sales and Subsidiaries 401(k) Plan vs every filed plan by assets

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

$10,359,051 Top 41% higher than 59% 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 Motor Sales and Subsidiaries 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 Motor Sales and Subsidiaries 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wagner Motor Sales and Subsidiaries 401(k) Plan reported net income rose from -$794K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wagner Motor Sales and Subsidiaries 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042378354 · Wagner & Wagner Auto Sales, Inc. PY 2023 · 401(k)

Wagner Motor Sales and Subsidiaries 401(k) Plan · $10M · 176 · 59th

  • ASSETS $10M
  • ASSETS 176
  • ASSETS 59th
  • ASSETS 401(k)
  • ASSETS near Abbybank 401(k) Profit Sharing Plan
  • ASSETS ind #5923

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 Retail Trade retirement plans → · Plans in Massachusetts →

Wagner Motor Sales and Subsidiaries 401(k) Plan in the asset neighbourhood

Wagner Motor Sales and Subsidiaries 401(k) PlanWagner Motor Sales and Subsi…$10MAbbybank 401(k) Profit Sharing PlanAbbybank 401(k) Profit Shari…$10MNickles Bakery 401(k) Plan for Bargaining EmployeesNickles Bakery 401(k) Plan f…$10MDeroy & Devereaux Private 401(k) Profit Sharing Plan & TrustDeroy & Devereaux Private 40…$10MThe Architect 401(k)Plan - Housby Mack, IncThe Architect 401(k)Plan - H…$10M
End-of-year total assets ($M) among Wagner Motor Sales and Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN042378354
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wagner & Wagner Auto Sales, Inc.)

Sponsor-wide plan assets over time

All Wagner & Wagner Auto Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.19205444316043% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.39M $11.9M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 176 $8M
2023 1 176 $10M
2024 1 180 $12M

Nearby 401(k) Plans in Massachusetts

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

Wagner Motor Sales and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wagner Motor Sales and Subsidiaries 401(k) Plan, Total assets ($B): 0.010359051 · Participants: 176Wagner Motor Sales and Subsidiaries 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Wagner Motor Sales and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wagner Motor Sales and Subsidiaries 401(k) Plan side-by-side with 3 peers →

Wagner Motor Sales and Subsidiaries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Abbybank 401(k) Profit Sharing Plan in WI ($10M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Motor Sales and Subsidiaries 401(k) Plan assets move in 2023? ▼
Wagner Motor Sales and Subsidiaries 401(k) Plan grew sharply - up 23.5% during 2023, from $8M to $10M. Reported net income was $2M.
How have Wagner & Wagner Auto Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wagner & Wagner Auto Sales, Inc.'s sponsor-wide assets grew 42.2%, from $8M to $12M.
Which 401(k) plans are similar in size to Wagner Motor Sales and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abbybank 401(k) Profit Sharing Plan in WI ($10M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Wagner Motor Sales and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 042378354.

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.