R & B Wagner, Inc.
Plan context: The Wagner Companies Retirement Plan
EIN 39-0910046 • Milwaukee, WI • 79 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
173
2024 Assets
$39,182,402
2024 Contributions
$2,364,058
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 5 | 173 | $39,182,402 | $2,364,058 | $13,665iApproximate average salary by contribution assumption: employee only about $341,627 at 4% or $227,751 at 6%; with 50% employer match about $227,751 at 4% or $151,834 at 6%; with 100% employer match about $170,813 at 4% or $113,876 at 6%. |
| The Wagner Companies Retirement Plan | - | 138 | $21,670,794 | $1,484,977 | $10,761iApproximate average salary by contribution assumption: employee only about $269,018 at 4% or $179,345 at 6%; with 50% employer match about $179,345 at 4% or $119,563 at 6%; with 100% employer match about $134,509 at 4% or $89,673 at 6%. |
| R & B Wagner Inc. Employee Stock Ownership Plan | - | 126 | $17,511,608 | $879,081 | $6,977iApproximate average salary by contribution assumption: employee only about $174,421 at 4% or $116,281 at 6%; with 50% employer match about $116,281 at 4% or $77,520 at 6%; with 100% employer match about $87,210 at 4% or $58,140 at 6%. |
| Gtl-Add | - | 145 | - | - | - |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 173 | - | - | - |
| R&B Wagner Inc. Vision Plan | - | 160 | - | - | - |
| 2023 | 5 | 154 | $49,465,696 | $2,623,369 | $17,035iApproximate average salary by contribution assumption: employee only about $425,872 at 4% or $283,914 at 6%; with 50% employer match about $283,914 at 4% or $189,276 at 6%; with 100% employer match about $212,936 at 4% or $141,957 at 6%. |
| The Wagner Companies Retirement Plan | - | 154 | $29,055,660 | $1,659,843 | $10,778iApproximate average salary by contribution assumption: employee only about $269,455 at 4% or $179,637 at 6%; with 50% employer match about $179,637 at 4% or $119,758 at 6%; with 100% employer match about $134,728 at 4% or $89,818 at 6%. |
| R & B Wagner Inc. Employee Stock Ownership Plan | - | 126 | $20,410,036 | $963,526 | $7,647iApproximate average salary by contribution assumption: employee only about $191,176 at 4% or $127,451 at 6%; with 50% employer match about $127,451 at 4% or $84,967 at 6%; with 100% employer match about $95,588 at 4% or $63,725 at 6%. |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 140 | - | - | - |
| R&B Wagner Inc. Vision Plan | - | 130 | - | - | - |
| Gtl-Add | - | 120 | - | - | - |
| 2022 | 5 | 135 | $45,453,732 | $2,257,101 | $16,719iApproximate average salary by contribution assumption: employee only about $417,982 at 4% or $278,654 at 6%; with 50% employer match about $278,654 at 4% or $185,770 at 6%; with 100% employer match about $208,991 at 4% or $139,327 at 6%. |
| The Wagner Companies Retirement Plan | - | 128 | $26,566,523 | $1,290,201 | $10,080iApproximate average salary by contribution assumption: employee only about $251,992 at 4% or $167,995 at 6%; with 50% employer match about $167,995 at 4% or $111,997 at 6%; with 100% employer match about $125,996 at 4% or $83,997 at 6%. |
| R & B Wagner Inc. Employee Stock Ownership Plan | - | 108 | $18,887,209 | $966,900 | $8,953iApproximate average salary by contribution assumption: employee only about $223,819 at 4% or $149,213 at 6%; with 50% employer match about $149,213 at 4% or $99,475 at 6%; with 100% employer match about $111,910 at 4% or $74,606 at 6%. |
| R&B Wagner Inc. Vision Plan | - | 119 | - | - | - |
| Gtl-Add | - | 111 | - | - | - |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 135 | - | - | - |
| 2021 | 5 | 134 | $51,489,916 | $2,187,639 | $16,326iApproximate average salary by contribution assumption: employee only about $408,142 at 4% or $272,094 at 6%; with 50% employer match about $272,094 at 4% or $181,396 at 6%; with 100% employer match about $204,071 at 4% or $136,047 at 6%. |
| The Wagner Companies Retirement Plan | - | 134 | $33,829,029 | $1,293,231 | $9,651iApproximate average salary by contribution assumption: employee only about $241,274 at 4% or $160,850 at 6%; with 50% employer match about $160,850 at 4% or $107,233 at 6%; with 100% employer match about $120,637 at 4% or $80,425 at 6%. |
| R & B Wagner Inc. Employee Stock Ownership Plan | - | 122 | $17,660,887 | $894,408 | $7,331iApproximate average salary by contribution assumption: employee only about $183,280 at 4% or $122,187 at 6%; with 50% employer match about $122,187 at 4% or $81,458 at 6%; with 100% employer match about $91,640 at 4% or $61,093 at 6%. |
| Gtl-Add | - | 109 | - | - | - |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 130 | - | - | - |
| R&B Wagner Inc. Vision Plan | - | 115 | - | - | - |
| 2020 | 4 | 142 | $46,618,909 | $1,939,906 | $13,661iApproximate average salary by contribution assumption: employee only about $341,533 at 4% or $227,688 at 6%; with 50% employer match about $227,688 at 4% or $151,792 at 6%; with 100% employer match about $170,766 at 4% or $113,844 at 6%. |
| The Wagner Companies Retirement Plan | - | 142 | $31,368,909 | $1,233,691 | $8,688iApproximate average salary by contribution assumption: employee only about $217,199 at 4% or $144,799 at 6%; with 50% employer match about $144,799 at 4% or $96,533 at 6%; with 100% employer match about $108,600 at 4% or $72,400 at 6%. |
| R & B Wagner Inc. Employee Stock Ownership Plan | - | 133 | $15,250,000 | $706,215 | $5,310iApproximate average salary by contribution assumption: employee only about $132,747 at 4% or $88,498 at 6%; with 50% employer match about $88,498 at 4% or $58,999 at 6%; with 100% employer match about $66,374 at 4% or $44,249 at 6%. |
| Gtl-Add | - | 109 | - | - | - |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 132 | - | - | - |
| 2019 | 4 | 145 | $40,232,968 | $1,860,731 | $12,833iApproximate average salary by contribution assumption: employee only about $320,816 at 4% or $213,877 at 6%; with 50% employer match about $213,877 at 4% or $142,585 at 6%; with 100% employer match about $160,408 at 4% or $106,939 at 6%. |
| The Wagner Companies Retirement Plan | - | 145 | $27,482,344 | $1,248,004 | $8,607iApproximate average salary by contribution assumption: employee only about $215,173 at 4% or $143,449 at 6%; with 50% employer match about $143,449 at 4% or $95,632 at 6%; with 100% employer match about $107,587 at 4% or $71,724 at 6%. |
| R & B Wagner Inc. Employee Stock Ownership Plan | - | 135 | $12,750,624 | $612,727 | $4,539iApproximate average salary by contribution assumption: employee only about $113,468 at 4% or $75,645 at 6%; with 50% employer match about $75,645 at 4% or $50,430 at 6%; with 100% employer match about $56,734 at 4% or $37,823 at 6%. |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 142 | - | - | - |
| Gtl-Add | - | 141 | - | - | - |
| 2018 | 4 | 144 | $36,032,423 | $2,244,334 | $15,586iApproximate average salary by contribution assumption: employee only about $389,641 at 4% or $259,761 at 6%; with 50% employer match about $259,761 at 4% or $173,174 at 6%; with 100% employer match about $194,821 at 4% or $129,880 at 6%. |
| The Wagner Companies Retirement Plan | - | 144 | $23,772,251 | $1,688,950 | $11,729iApproximate average salary by contribution assumption: employee only about $293,220 at 4% or $195,480 at 6%; with 50% employer match about $195,480 at 4% or $130,320 at 6%; with 100% employer match about $146,610 at 4% or $97,740 at 6%. |
| R & B Wagner Inc. Employee Stock Ownership Plan | - | 131 | $12,260,172 | $555,384 | $4,240iApproximate average salary by contribution assumption: employee only about $105,989 at 4% or $70,660 at 6%; with 50% employer match about $70,660 at 4% or $47,106 at 6%; with 100% employer match about $52,995 at 4% or $35,330 at 6%. |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 120 | - | - | - |
| Gtl-Add | - | 122 | - | - | - |
| 2017 | 4 | 146 | $36,177,709 | $1,601,995 | $10,973iApproximate average salary by contribution assumption: employee only about $274,314 at 4% or $182,876 at 6%; with 50% employer match about $182,876 at 4% or $121,917 at 6%; with 100% employer match about $137,157 at 4% or $91,438 at 6%. |
| The Wagner Companies Retirement Plan | - | 146 | $26,225,221 | $1,154,390 | $7,907iApproximate average salary by contribution assumption: employee only about $197,670 at 4% or $131,780 at 6%; with 50% employer match about $131,780 at 4% or $87,853 at 6%; with 100% employer match about $98,835 at 4% or $65,890 at 6%. |
| R & B Wagner Inc. Employee Stock Ownership Plan | - | 141 | $9,952,488 | $447,605 | $3,175iApproximate average salary by contribution assumption: employee only about $79,363 at 4% or $52,908 at 6%; with 50% employer match about $52,908 at 4% or $35,272 at 6%; with 100% employer match about $39,681 at 4% or $26,454 at 6%. |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 120 | - | - | - |
| Gtl-Add | - | 121 | - | - | - |
| 2016 | 4 | 134 | $30,604,164 | $1,324,789 | $9,886iApproximate average salary by contribution assumption: employee only about $247,162 at 4% or $164,775 at 6%; with 50% employer match about $164,775 at 4% or $109,850 at 6%; with 100% employer match about $123,581 at 4% or $82,387 at 6%. |
| The Wagner Companies Retirement Plan | - | 132 | $22,384,164 | $931,015 | $7,053iApproximate average salary by contribution assumption: employee only about $176,329 at 4% or $117,552 at 6%; with 50% employer match about $117,552 at 4% or $78,368 at 6%; with 100% employer match about $88,164 at 4% or $58,776 at 6%. |
| R & B Wagner Inc. Employee Stock Ownership Plan | - | 134 | $8,220,000 | $393,774 | $2,939iApproximate average salary by contribution assumption: employee only about $73,465 at 4% or $48,977 at 6%; with 50% employer match about $48,977 at 4% or $32,651 at 6%; with 100% employer match about $36,733 at 4% or $24,488 at 6%. |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 124 | - | - | - |
| Gtl-Add | - | 124 | - | - | - |
| 2015 | 4 | 155 | $27,652,126 | $2,645,950 | $17,071iApproximate average salary by contribution assumption: employee only about $426,766 at 4% or $284,511 at 6%; with 50% employer match about $284,511 at 4% or $189,674 at 6%; with 100% employer match about $213,383 at 4% or $142,255 at 6%. |
| The Wagner Companies Retirement Plan | - | 143 | $21,590,932 | $678,471 | $4,745iApproximate average salary by contribution assumption: employee only about $118,614 at 4% or $79,076 at 6%; with 50% employer match about $79,076 at 4% or $52,717 at 6%; with 100% employer match about $59,307 at 4% or $39,538 at 6%. |
| R & B Wagner Inc. Employee Stock Ownership Plan | - | 155 | $6,061,194 | $1,967,479 | $12,693iApproximate average salary by contribution assumption: employee only about $317,335 at 4% or $211,557 at 6%; with 50% employer match about $211,557 at 4% or $141,038 at 6%; with 100% employer match about $158,668 at 4% or $105,778 at 6%. |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 123 | - | - | - |
| Gtl-Add | - | 126 | - | - | - |
| 2014 | 3 | 144 | $23,003,635 | $849,760 | $5,901iApproximate average salary by contribution assumption: employee only about $147,528 at 4% or $98,352 at 6%; with 50% employer match about $98,352 at 4% or $65,568 at 6%; with 100% employer match about $73,764 at 4% or $49,176 at 6%. |
| The Wagner Companies Retirement Plan | - | 144 | $23,003,635 | $849,760 | $5,901iApproximate average salary by contribution assumption: employee only about $147,528 at 4% or $98,352 at 6%; with 50% employer match about $98,352 at 4% or $65,568 at 6%; with 100% employer match about $73,764 at 4% or $49,176 at 6%. |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 129 | - | - | - |
| Gtl-Add | - | 124 | - | - | - |
| 2013 | 3 | 140 | $22,542,371 | $845,275 | $6,038iApproximate average salary by contribution assumption: employee only about $150,942 at 4% or $100,628 at 6%; with 50% employer match about $100,628 at 4% or $67,085 at 6%; with 100% employer match about $75,471 at 4% or $50,314 at 6%. |
| The Wagner Companies Retirement Plan | - | 140 | $22,542,371 | $845,275 | $6,038iApproximate average salary by contribution assumption: employee only about $150,942 at 4% or $100,628 at 6%; with 50% employer match about $100,628 at 4% or $67,085 at 6%; with 100% employer match about $75,471 at 4% or $50,314 at 6%. |
| Gtl-Add | - | 124 | - | - | - |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 129 | - | - | - |
| 2012 | 3 | 140 | $20,604,460 | $665,057 | $4,750iApproximate average salary by contribution assumption: employee only about $118,760 at 4% or $79,173 at 6%; with 50% employer match about $79,173 at 4% or $52,782 at 6%; with 100% employer match about $59,380 at 4% or $39,587 at 6%. |
| The Wagner Companies Retirement Plan | - | 140 | $20,604,460 | $665,057 | $4,750iApproximate average salary by contribution assumption: employee only about $118,760 at 4% or $79,173 at 6%; with 50% employer match about $79,173 at 4% or $52,782 at 6%; with 100% employer match about $59,380 at 4% or $39,587 at 6%. |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 126 | - | - | - |
| Gtl-Add | - | 119 | - | - | - |
| 2011 | 3 | 138 | $18,343,643 | $569,893 | $4,130iApproximate average salary by contribution assumption: employee only about $103,241 at 4% or $68,828 at 6%; with 50% employer match about $68,828 at 4% or $45,885 at 6%; with 100% employer match about $51,621 at 4% or $34,414 at 6%. |
| The Wagner Companies Retirement Plan | - | 138 | $18,343,643 | $569,893 | $4,130iApproximate average salary by contribution assumption: employee only about $103,241 at 4% or $68,828 at 6%; with 50% employer match about $68,828 at 4% or $45,885 at 6%; with 100% employer match about $51,621 at 4% or $34,414 at 6%. |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 118 | - | - | - |
| Gtl-Add | - | 118 | - | - | - |
| 2010 | 5 | 137 | $18,617,089 | $650,232 | $4,746iApproximate average salary by contribution assumption: employee only about $118,655 at 4% or $79,104 at 6%; with 50% employer match about $79,104 at 4% or $52,736 at 6%; with 100% employer match about $59,328 at 4% or $39,552 at 6%. |
| The Wagner Companies Retirement Plan | - | 135 | $18,617,089 | $650,232 | $4,817iApproximate average salary by contribution assumption: employee only about $120,413 at 4% or $80,276 at 6%; with 50% employer match about $80,276 at 4% or $53,517 at 6%; with 100% employer match about $60,207 at 4% or $40,138 at 6%. |
| Ltd-Std | - | 136 | - | - | - |
| Gtl-Add | - | 137 | - | - | - |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 116 | - | - | - |
| Gtl-Add | - | 112 | - | - | - |
| 2009 | 5 | 148 | $17,173,630 | $905,665 | $6,119iApproximate average salary by contribution assumption: employee only about $152,984 at 4% or $101,989 at 6%; with 50% employer match about $101,989 at 4% or $67,993 at 6%; with 100% employer match about $76,492 at 4% or $50,995 at 6%. |
| The Wagner Companies Retirement Plan | - | 148 | $17,173,630 | $905,665 | $6,119iApproximate average salary by contribution assumption: employee only about $152,984 at 4% or $101,989 at 6%; with 50% employer match about $101,989 at 4% or $67,993 at 6%; with 100% employer match about $76,492 at 4% or $50,995 at 6%. |
| Gtl-Add | - | 133 | - | - | - |
| Gtl-Add | - | 114 | - | - | - |
| Ltd-Std | - | 133 | - | - | - |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 104 | - | - | - |
| 2008 | 1 | 132 | $13,007,592 | $1,022,570 | $7,747iApproximate average salary by contribution assumption: employee only about $193,669 at 4% or $129,112 at 6%; with 50% employer match about $129,112 at 4% or $86,075 at 6%; with 100% employer match about $96,834 at 4% or $64,556 at 6%. |
| The Wagner Companies Retirement Plan | - | 132 | $13,007,592 | $1,022,570 | $7,747iApproximate average salary by contribution assumption: employee only about $193,669 at 4% or $129,112 at 6%; with 50% employer match about $129,112 at 4% or $86,075 at 6%; with 100% employer match about $96,834 at 4% or $64,556 at 6%. |
| 2007 | 1 | 131 | $17,323,186 | $911,066 | $6,955iApproximate average salary by contribution assumption: employee only about $173,868 at 4% or $115,912 at 6%; with 50% employer match about $115,912 at 4% or $77,274 at 6%; with 100% employer match about $86,934 at 4% or $57,956 at 6%. |
| The Wagner Companies Retirement Plan | - | 131 | $17,323,186 | $911,066 | $6,955iApproximate average salary by contribution assumption: employee only about $173,868 at 4% or $115,912 at 6%; with 50% employer match about $115,912 at 4% or $77,274 at 6%; with 100% employer match about $86,934 at 4% or $57,956 at 6%. |
| 2006 | 1 | 130 | $15,557,304 | $760,529 | $5,850iApproximate average salary by contribution assumption: employee only about $146,256 at 4% or $97,504 at 6%; with 50% employer match about $97,504 at 4% or $65,002 at 6%; with 100% employer match about $73,128 at 4% or $48,752 at 6%. |
| The Wagner Companies Retirement Plan | - | 130 | $15,557,304 | $760,529 | $5,850iApproximate average salary by contribution assumption: employee only about $146,256 at 4% or $97,504 at 6%; with 50% employer match about $97,504 at 4% or $65,002 at 6%; with 100% employer match about $73,128 at 4% or $48,752 at 6%. |
| 2005 | 2 | 129 | $13,354,475 | $802,631 | $6,222iApproximate average salary by contribution assumption: employee only about $155,549 at 4% or $103,699 at 6%; with 50% employer match about $103,699 at 4% or $69,133 at 6%; with 100% employer match about $77,774 at 4% or $51,850 at 6%. |
| The Wagner Companies Retirement Plan | - | 129 | $13,354,475 | $802,631 | $6,222iApproximate average salary by contribution assumption: employee only about $155,549 at 4% or $103,699 at 6%; with 50% employer match about $103,699 at 4% or $69,133 at 6%; with 100% employer match about $77,774 at 4% or $51,850 at 6%. |
| R&B Wagner Inc. Employee Welfare Benefit Plan | - | 113 | - | - | - |
| 2004 | 1 | 134 | $11,985,428 | $333,144 | $2,486iApproximate average salary by contribution assumption: employee only about $62,154 at 4% or $41,436 at 6%; with 50% employer match about $41,436 at 4% or $27,624 at 6%; with 100% employer match about $31,077 at 4% or $20,718 at 6%. |
| The Wagner Companies Retirement Plan | - | 134 | $11,985,428 | $333,144 | $2,486iApproximate average salary by contribution assumption: employee only about $62,154 at 4% or $41,436 at 6%; with 50% employer match about $41,436 at 4% or $27,624 at 6%; with 100% employer match about $31,077 at 4% or $20,718 at 6%. |
| 2003 | 1 | 141 | $10,648,787 | $284,139 | $2,015iApproximate average salary by contribution assumption: employee only about $50,379 at 4% or $33,586 at 6%; with 50% employer match about $33,586 at 4% or $22,391 at 6%; with 100% employer match about $25,190 at 4% or $16,793 at 6%. |
| The Wagner Companies Retirement Plan | - | 141 | $10,648,787 | $284,139 | $2,015iApproximate average salary by contribution assumption: employee only about $50,379 at 4% or $33,586 at 6%; with 50% employer match about $33,586 at 4% or $22,391 at 6%; with 100% employer match about $25,190 at 4% or $16,793 at 6%. |
| 2002 | 1 | 142 | $8,671,133 | $481,155 | $3,388iApproximate average salary by contribution assumption: employee only about $84,710 at 4% or $56,474 at 6%; with 50% employer match about $56,474 at 4% or $37,649 at 6%; with 100% employer match about $42,355 at 4% or $28,237 at 6%. |
| The Wagner Companies Retirement Plan | - | 142 | $8,671,133 | $481,155 | $3,388iApproximate average salary by contribution assumption: employee only about $84,710 at 4% or $56,474 at 6%; with 50% employer match about $56,474 at 4% or $37,649 at 6%; with 100% employer match about $42,355 at 4% or $28,237 at 6%. |
| 2001 | 3 | 140 | $9,662,529 | $521,265 | $3,723iApproximate average salary by contribution assumption: employee only about $93,083 at 4% or $62,055 at 6%; with 50% employer match about $62,055 at 4% or $41,370 at 6%; with 100% employer match about $46,542 at 4% or $31,028 at 6%. |
| The Wagner Companies Retirement Plan | - | 130 | $9,662,529 | $521,265 | $4,010iApproximate average salary by contribution assumption: employee only about $100,243 at 4% or $66,829 at 6%; with 50% employer match about $66,829 at 4% or $44,553 at 6%; with 100% employer match about $50,122 at 4% or $33,414 at 6%. |
| Gtl-Add | - | 140 | - | - | - |
| Ltd-Std | - | 131 | - | - | - |
| 2000 | 1 | 126 | $9,601,843 | $650,883 | $5,166iApproximate average salary by contribution assumption: employee only about $129,143 at 4% or $86,096 at 6%; with 50% employer match about $86,096 at 4% or $57,397 at 6%; with 100% employer match about $64,572 at 4% or $43,048 at 6%. |
| The Wagner Companies Retirement Plan | - | 126 | $9,601,843 | $650,883 | $5,166iApproximate average salary by contribution assumption: employee only about $129,143 at 4% or $86,096 at 6%; with 50% employer match about $86,096 at 4% or $57,397 at 6%; with 100% employer match about $64,572 at 4% or $43,048 at 6%. |
| 1999 | 1 | 135 | $8,640,863 | $36,217 | $268iApproximate average salary by contribution assumption: employee only about $6,707 at 4% or $4,471 at 6%; with 50% employer match about $4,471 at 4% or $2,981 at 6%; with 100% employer match about $3,353 at 4% or $2,236 at 6%. |
| The Wagner Companies Retirement Plan | - | 135 | $8,640,863 | $36,217 | $268iApproximate average salary by contribution assumption: employee only about $6,707 at 4% or $4,471 at 6%; with 50% employer match about $4,471 at 4% or $2,981 at 6%; with 100% employer match about $3,353 at 4% or $2,236 at 6%. |