Back to filter
Original filing (PDF)20250923111712NAL0009073890001
E.R. WAGNER MANUFACTURING CO.
Form 5500-SF
FILING_RECEIVED
E. R. WAGNER PENSION PLAN FOR HOURLY EMPLOYEES
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E.R. WAGNER MANUFACTURING CO..
Plan sponsor
Name
E.R. WAGNER MANUFACTURING CO.
EIN
39-0683640
Address
W130N8691 OLD ORCHARD ROAD · MENOMONEE FALLS, WI · 53051
Phone
(414) 871-5080
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
SCREEN MACHINE INDUSTRIES LLC
SCREEN MACHINE GROUP 401(K) PLAN
$4.8M · 146 participants
AMERICAN PRECISION INDUSTRIES, INC.
AMERICAN PRECISION INDUSTRIES, INC. PROFIT SHARING PLAN
$4.8M · 55 participants
MICHIGAN ROLL FORM INC.
MRF'S 401(K) PLAN
$4.8M · 23 participants
COTTER BROTHERS CORPORATION
COTTER BROTHERS CORPORATION 401(K) PROFIT SHARING PLAN
$4.8M · 35 participants
ARTECH INDUSTRIES, INC.
ARTECH INDUSTRIES, INC. 401(K) PLAN
$4.8M · 19 participants
E-T-M ENTERPRISES I, INC.
E-T-M ENTERPRISES I, INC. 401(K) PLAN & TRUST
$4.8M · 101 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
