401(k) · DOL Form 5500 · 2022

Badger Utility Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
160
Participants Small participant base
69th
Percentile by assets National rank
$78,416
Avg per participant Below avg balance/head
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Official DOL plan name: Badger Utility Holdings, LLC 401(k) Profit Sharing Plan · Sponsored by Badger Utility Holdings, LLC · Wisconsin · Manufacturing

$13M in assets, 160 participants

Badger Utility Holdings, LLC's Badger Utility Holdings, LLC 401(k) Profit Sharing Plan reported $13M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #11,904 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Badger Utility Holdings, LLC 401(k) Profit Sharing Plan covers 160 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#11,904
in Manufacturing (20,602 peers)
-17.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Badger Utility Holdings, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Badger Utility Holdings, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,546,545 Top 31% higher than 69% 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 Utility Holdings, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Badger Utility Holdings, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (160 participants).

Published 5500 schedule card

Filing strip 473239666 · Badger Utility Holdings, LLC PY 2022 · 401(k)

Badger Utility Holdings, LLC 401(k) Profit Sharing Plan · $13M · 160 · 69th

  • ASSETS $13M
  • ASSETS 160
  • ASSETS 69th
  • ASSETS 401(k)
  • ASSETS near Flashpoint 401(k) Retirement Plan and Trust
  • ASSETS ind #11904

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 Manufacturing retirement plans → · Plans in Wisconsin →

Badger Utility Holdings, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Badger Utility Holdings, LLC 401(k) Profit Sharing PlanBadger Utility Holdings, LLC…$13MFlashpoint 401(k) Retirement Plan and TrustFlashpoint 401(k) Retirement…$13MPacific Cheese Co., Inc. 401(k) Retirement PlanPacific Cheese Co., Inc. 401…$13MTri Star Engineering Inc. 401(k) Profit Sharing PlanTri Star Engineering Inc. 40…$13MNichols Portland, LLC 401(k) Savings PlanNichols Portland, LLC 401(k)…$13M
End-of-year total assets ($M) among Badger Utility Holdings, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN473239666
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Badger Utility Holdings, LLC)

Sponsor-wide plan assets over time

All Badger Utility Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 29.439044772883687% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.6M $16.2M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 160 $13M
2023 1 171 $15M
2024 1 165 $16M

Nearby 401(k) Plans in Wisconsin

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

Badger Utility Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Badger Utility Holdings, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.012546545 · Participants: 160Badger Utility Holdings, LLC 401(k) Profit Sharing 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 Utility Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Badger Utility Holdings, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Badger Utility Holdings, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Flashpoint 401(k) Retirement Plan and Trust in DC ($13M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Utility Holdings, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Badger Utility Holdings, LLC 401(k) Profit Sharing Plan declined sharply - down 17.3% during 2022, from $15M to $13M. Reported net income was -$3M.
How have Badger Utility Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Badger Utility Holdings, LLC's sponsor-wide assets grew 29.4%, from $13M to $16M.
Which 401(k) plans are similar in size to Badger Utility Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flashpoint 401(k) Retirement Plan and Trust in DC ($13M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Badger Utility Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Care, LLC 401(k) Plan in GA (160 participants, N/A 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 473239666.

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.