401(k) · DOL Form 5500 · 2024
R & B Wagner, Inc. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $139,812
- Avg per participant Near avg balance/head
Official DOL plan name: The Wagner Companies Retirement Plan · Sponsored by R & B Wagner, Inc. · Wisconsin · Manufacturing
$22M in assets, 155 participants
R & B Wagner, Inc.'s The Wagner Companies Retirement Plan reported $22M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #10,967 in Manufacturing (17,777 peers)
Coverage in Wisconsin
The Wagner Companies Retirement Plan covers 155 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $22M.
- #10,967
- in Manufacturing (17,777 peers)
- -25.4%
- assets change YoY
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Wagner Companies Retirement Plan's outsized position by total assets
The Wagner Companies Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,670,794 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Wagner Companies Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Wagner Companies Retirement Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Wagner Companies Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- The Wagner Companies Retirement Plan end-of-year assets fell from $29M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- The Wagner Companies Retirement Plan reported participants rose from 133 in the plan year 2023 filing to 155 in the plan year 2024 filing.
DOL schedule card
Filing strip 390910046 · R & B Wagner, Inc. PY 2024 · 401(k)
The Wagner Companies Retirement Plan · $22M · 155 · 72nd
- PCT $22M
- EIN 155
- RANK 72nd
- PHOTO 401(k)
- IND near Solutions Shared Services Inc. 401(k) Plan
- EOY ind #10967
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 Manufacturing retirement plans → · Plans in Wisconsin →
The Wagner Companies Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$7M |
| Employer EIN | 390910046 |
| Plan Effective Date | 1977-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R & B Wagner, Inc.)
Sponsor-wide plan assets over time
All R & B Wagner, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 13.797172914206474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 262 | $45M |
| 2023 | 2 | 238 | $49M |
| 2024 | 2 | 291 | $39M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
The Wagner Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Solutions Shared Services Inc. 401(k) Plan in TX ($22M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Solutions Shared Services Inc. 401(k) Plan (TX) $22M · 122
- Marketing Alliance Group 401(k) Retirement Plan (GA) $22M · 1,057
- Exponential Interactive, Inc. 401(k) Savings Plan (CA) $22M · 99
- Torian Holdings Retirement Plan (CA) $22M · 261
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Cass, Inc. 401(k) Profit Sharing Plan (CA) 155 · 0 off
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 155 · 0 off
- The Fort Walton Machining 401(k) Plan (FL) 155 · 0 off
- Magnetika, Inc. 401(k) Plan (CA) 155 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.