Defined Benefit (Pension) · DOL Form 5500 · 2022

Badger Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
38
Participants Small participant base
68th
Percentile by assets National rank
$313,819
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Badger Mutual Insurance Company · Sponsored by Badger Mutual Insurance Company · Wisconsin · Finance & Insurance

$12M in assets, 38 participants

Badger Mutual Insurance Company's Retirement Plan for Employees of Badger Mutual Insurance Company reported $12M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,827 in Finance & Insurance (9,261 peers)

Badger Mutual Insurance Company multi-year trail

Badger Mutual Insurance Company's plans moved +15.2% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Badger Mutual Insurance Company at $12M / 38 participants.

#4,827
in Finance & Insurance (9,261 peers)
-12.1%
assets change YoY

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.

Retirement Plan for Employees of Badger Mutual Insurance Company's outsized position by total assets

Retirement Plan for Employees of Badger Mutual Insurance Company vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,925,126 Top 32% higher than 68% of 139,123 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 2022

Retirement Plan for Employees of Badger Mutual Insurance Company among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Badger Mutual Insurance Company is a small filing (38 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 390143380 · Badger Mutual Insurance Company PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Badger Mutual Insurance Company · $12M · 38 · 68th

  • 5500 $12M
  • 5500 38
  • 5500 68th
  • 5500 Defined Benefit (Pension)
  • 5500 near San Diego Symphony Orchestra Musicians' Pension Plan
  • 5500 ind #4827

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Retirement Plan for Employees of Badger Mutual Insurance Company in the asset neighbourhood

Retirement Plan for Employees of Badger Mutual Insurance CompanyRetirement Plan for Employee…$12MSan Diego Symphony Orchestra Musicians' Pension PlanSan Diego Symphony Orchestra…$12MPension Plan for Hourly Employees of Clarion Sintered Metals, Inc.Pension Plan for Hourly Empl…$12MWeiss Family, Limited Partnership Defined Benefit Pension PlanWeiss Family, Limited Partne…$12MBedford, Freeman and Worth Publishing Group, L.L.C Pension PlanBedford, Freeman and Worth P…$12M
End-of-year total assets ($M) among Retirement Plan for Employees of Badger Mutual Insurance Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Badger Mutual Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Badger Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$34M 15.209240674634177% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.2M $33.6M ▲ +15.2%
Year Plans Participants Total Assets
2022 2 134 $29M
2023 2 133 $33M
2024 2 133 $34M

Badger Mutual Insurance Company filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN390143380
Plan Effective Date1946-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Badger Mutual Insurance Company vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Retirement Plan for Employees of Badger Mutual Insurance Company, Total assets ($B): 0.011925126 · Participants: 38Retirement Plan for Employees of Badger Mutual Insurance CompanyThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Retirement Plan for Employees of Badger Mutual Insurance Company vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Retirement Plan for Employees of Badger Mutual Insurance Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is San Diego Symphony Orchestra Musicians' Pension Plan in CA ($12M); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (38 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of Badger Mutual Insurance Company assets move in 2022?
Retirement Plan for Employees of Badger Mutual Insurance Company pulled back noticeably - down 12.1% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Badger Mutual Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Badger Mutual Insurance Company's sponsor-wide assets grew 15.2%, from $29M to $34M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Badger Mutual Insurance Company?
Among Defined Benefit (Pension) plans in other states, the closest by assets is San Diego Symphony Orchestra Musicians' Pension Plan in CA ($12M, 84 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Badger Mutual Insurance Company?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The People's Credit Union Defined Benefit Plan and Trust in RI (38 participants, $13M in assets).