401(k) · DOL Form 5500 · 2024

H & M Wagner & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
131
Participants Small participant base
58th
Percentile by assets National rank
$86,247
Avg per participant Below avg balance/head
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Official DOL plan name: H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust · Sponsored by H & M Wagner & Sons, Inc. · Maryland · Wholesale Trade

$11M in assets, 131 participants

H & M Wagner & Sons, Inc.'s H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust reported $11M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,047 in Wholesale Trade (6,080 peers)

Coverage in Maryland

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust covers 131 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $11M.

#3,047
in Wholesale Trade (6,080 peers)
+8.8%
assets growth YoY

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,298,311 Top 42% higher than 58% 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

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust 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. H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $936K in the plan year 2024 filing.
  • H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust reported participants rose from 128 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 520981891 · H & M Wagner & Sons, Inc. PY 2024 · 401(k)

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust · $11M · 131 · 58th

  • SCH $11M
  • EBSA 131
  • PART 58th
  • TYPE 401(k)
  • NET near Castex Energy, Inc. 401(k) Plan
  • BOOK ind #3047

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 Wholesale Trade retirement plans → · Plans in Maryland →

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust in the asset neighbourhood

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and TrustH & M Wagner & Sons, Inc. 40…$11MCastex Energy, Inc. 401(k) PlanCastex Energy, Inc. 401(k) P…$11MR & a Cpas, P.C. 401(k) Profit Sharing PlanR & a Cpas, P.C. 401(k) Prof…$11MChild & Family Service 401(k) PlanChild & Family Service 401(k…$11MSchumacher Electric Corporation Employees Retirement PlanSchumacher Electric Corporat…$11M
End-of-year total assets ($M) among H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$936K
Employer EIN520981891
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H & M Wagner & Sons, Inc.)

Sponsor-wide plan assets over time

All H & M Wagner & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.61793211245435% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.15M $11.3M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 125 $8M
2023 1 128 $10M
2024 1 131 $11M

Nearby 401(k) Plans in Maryland

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

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust, Total assets ($B): 0.011298311 · Participants: 131H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust side-by-side with 3 peers →

H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Castex Energy, Inc. 401(k) Plan in TX ($11M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust assets move in 2024? ▼
H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust grew at a solid clip - up 8.8% during 2024, from $10M to $11M. Reported net income was $936K.
How have H & M Wagner & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H & M Wagner & Sons, Inc.'s sponsor-wide assets grew 38.6%, from $8M to $11M.
Which 401(k) plans are similar in size to H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Castex Energy, Inc. 401(k) Plan in TX ($11M, 31 participants).
Which 401(k) plans cover a similar participant headcount to H & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M 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 520981891.

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.