401(k) · DOL Form 5500 · 2022

Badger Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
96
Participants Small participant base
75th
Percentile by assets National rank
$179,574
Avg per participant Above avg balance/head
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Official DOL plan name: Badger Mutual Insurance Company 401(k) Plan · Sponsored by Badger Mutual Insurance Company · Wisconsin · Finance & Insurance

$17M in assets, 96 participants

Badger Mutual Insurance Company's Badger Mutual Insurance Company 401(k) Plan reported $17M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,617 in Finance & Insurance (9,261 peers)

Where Badger Mutual Insurance Company 401(k) Plan sits by assets

Badger Mutual Insurance Company 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 96 participants (~$179,574/participant), down 18.5% in 2022.

#5,617
in Finance & Insurance (9,261 peers)
-18.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Badger Mutual Insurance Company 401(k) Plan's outsized position by total assets

Badger Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$17,239,065 Top 25% higher than 75% 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

Badger Mutual Insurance Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Badger Mutual Insurance Company 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

DOL schedule card

Filing strip 390143380 · Badger Mutual Insurance Company PY 2022 · 401(k)

Badger Mutual Insurance Company 401(k) Plan · $17M · 96 · 75th

  • VS-ST $17M
  • VS-ST 96
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Kinsale Holdings 401(k) Plan
  • VS-ST ind #5617

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 →

Badger Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Badger Mutual Insurance Company 401(k) PlanBadger Mutual Insurance Comp…$17MKinsale Holdings 401(k) Plan$17MGreen Brick Partners, Inc. 401(k) Savings PlanGreen Brick Partners, Inc. 4…$17MPanasonic Energy Corporation of America Employee's 401(k) Savings PlanPanasonic Energy Corporation…$17MSeagull Scientific Inc 401(k) Profit Sharing Plan & TrustSeagull Scientific Inc 401(k…$17M
End-of-year total assets ($M) among Badger Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN390143380
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Badger Mutual Insurance Company)

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

Nearby 401(k) Plans in Wisconsin

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

Badger Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Badger Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.017239065 · Participants: 96Badger Mutual Insurance Company 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Badger Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Badger Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Badger Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kinsale Holdings 401(k) Plan in CA ($17M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

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 Badger Mutual Insurance Company 401(k) Plan assets move in 2022? ▼
Badger Mutual Insurance Company 401(k) Plan declined sharply - down 18.5% during 2022, from $21M to $17M. Reported net income was -$4M.
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.
Where does Badger Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Badger Mutual Insurance Company 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Badger Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kinsale Holdings 401(k) Plan in CA ($17M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Badger Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390143380.

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.