ESOP · DOL Form 5500 · 2024

Cummins-Wagner Co., Inc. ESOP

Data updated 2026-08-25

$114M
Total assets Near avg plan size
243
Participants Below avg headcount
91st
Percentile by assets National rank
$467,755
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

$114M in assets, 243 participants

Cummins-Wagner Co., Inc.'s Cummins-Wagner Co., Inc. Employee Stock Ownership Plan reported $114M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,653 in Wholesale Trade (6,080 peers)

Coverage in Maryland

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan covers 243 participants in Maryland, about 26% of the average Maryland filer (state average ~929 per filing). Assets: $114M.

#5,653
in Wholesale Trade (6,080 peers)
+28.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$113,664,349 Top 9% higher than 91% of 123,620 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 2024

Cummins-Wagner Co., Inc. Employee Stock Ownership 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. Cummins-Wagner Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cummins-Wagner Co., Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Cummins-Wagner Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $88M in the plan year 2023 filing to $114M in the plan year 2024 filing.
  • Cummins-Wagner Co., Inc. Employee Stock Ownership Plan reported participants rose from 230 in the plan year 2023 filing to 243 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 520749021 · Cummins-Wagner Co., Inc. PY 2024 · ESOP

Cummins-Wagner Co., Inc. Employee Stock Ownership Plan · $114M · 243 · 91st

  • BOY $114M
  • BOY 243
  • BOY 91st
  • BOY ESOP
  • BOY near World Travel, Inc. Employee Stock Ownership Plan
  • BOY ind #5653

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

Shared Medical Services Employee Stock Ownership PlanShared Medical Services Empl…$114MThird Federal Savings Associate Stock Ownership PlanThird Federal Savings Associ…$114MCummins-Wagner Co., Inc. Employee Stock Ownership PlanCummins-Wagner Co., Inc. Emp…$114MWorld Travel, Inc. Employee Stock Ownership PlanWorld Travel, Inc. Employee …$114MAmerican Polywater Corporation Employee Stock Ownership PlanAmerican Polywater Corporati…$113M
End-of-year total assets ($M) among Cummins-Wagner Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$86M
Net Income-$2M
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): 0.113664349 · Participants: 243Cummins-Wagner Co., Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOP
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 World Travel, Inc. Employee Stock Ownership Plan in PA ($114M); by covered participants it is Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan in VA (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Cummins-Wagner Co., Inc. Employee Stock Ownership Plan grew sharply - up 28.8% during 2024, from $88M to $114M. Reported net income was -$2M.
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 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 World Travel, Inc. Employee Stock Ownership Plan in PA ($114M, 517 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 Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan in VA (243 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.