401(k) · DOL Form 5500 · 2022

Badger Sheet Metal Works of Green Bay, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
95
Participants Small participant base
40th
Percentile by assets National rank
$31,330
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Badger Sheet Metal 401(k) Plan and Trust · Sponsored by Badger Sheet Metal Works of Green Bay, LLC · Wisconsin · Manufacturing

$3M in assets, 95 participants

Badger Sheet Metal Works of Green Bay, LLC's Badger Sheet Metal 401(k) Plan and Trust reported $3M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,867 in Manufacturing (20,602 peers)

2022 asset change

Badger Sheet Metal 401(k) Plan and Trust contracted severely 36.0% in 2022 ($5M → $3M) for 95 participants.

#4,867
in Manufacturing (20,602 peers)
-36.0%
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.

Badger Sheet Metal 401(k) Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Badger Sheet Metal 401(k) Plan and Trust vs every filed plan by assets

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

$2,976,329 40th percentile higher than 40% 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 Sheet Metal 401(k) Plan and Trust 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 Sheet Metal 401(k) Plan and Trust is a small filing (95 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 390144150 · Badger Sheet Metal Works of Green Bay, LLC PY 2022 · 401(k)

Badger Sheet Metal 401(k) Plan and Trust · $3M · 95 · 40th

  • EOY $3M
  • EOY 95
  • EOY 40th
  • EOY 401(k)
  • EOY near Catallia Mexican Foods LLC 401(k) Plan
  • EOY ind #4867

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 Sheet Metal 401(k) Plan and Trust in the asset neighbourhood

Badger Sheet Metal 401(k) Plan and TrustBadger Sheet Metal 401(k) Pl…$3MCatallia Mexican Foods LLC 401(k) PlanCatallia Mexican Foods LLC 4…$3MCleo Labs, Inc. 401(k) Plan$3MHospice of South Texas Profit Sharing & 401(k) PlanHospice of South Texas Profi…$3MFederal Corporation 401(k) PlanFederal Corporation 401(k) P…$3M
End-of-year total assets ($M) among Badger Sheet Metal 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN390144150
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Badger Sheet Metal 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Badger Sheet Metal 401(k) Plan and Trust, Total assets ($B): 0.002976329 · Participants: 95Badger Sheet Metal 401(k) Plan and TrustJohnson 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 Sheet Metal 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Badger Sheet Metal 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Catallia Mexican Foods LLC 401(k) Plan in MN ($3M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Sheet Metal 401(k) Plan and Trust assets move in 2022?
Badger Sheet Metal 401(k) Plan and Trust contracted severely - down 36.0% during 2022, from $5M to $3M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Badger Sheet Metal 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Catallia Mexican Foods LLC 401(k) Plan in MN ($3M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Badger Sheet Metal 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants, $2M in assets).