Money Purchase · DOL Form 5500 · 2023

Badger Trading Co. Inc. Money Purchase Plan

Data updated 2026-08-25

$326K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$325,971
Avg per participant High balance/head
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Official DOL plan name: Badger Trading Co. Inc. Profit Sharing Trust · Sponsored by Badger Trading Co. Inc. · Arizona · Finance & Insurance

$326K in assets, 1 participants

Badger Trading Co. Inc.'s Badger Trading Co. Inc. Profit Sharing Trust reported $326K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #737 in Finance & Insurance (8,869 peers)

2023 asset change

Badger Trading Co. Inc. Profit Sharing Trust grew at a solid clip 13.1% in 2023 ($288K → $326K) for 1 participant.

#737
in Finance & Insurance (8,869 peers)
+13.1%
assets growth YoY

Badger Trading Co. Inc. Profit Sharing Trust among the smaller filed plans by assets

Badger Trading Co. Inc. Profit Sharing Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$325,971 14th percentile higher than 14% of 127,068 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 2023

Badger Trading Co. Inc. Profit Sharing Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Badger Trading Co. Inc. Profit Sharing Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Badger Trading Co. Inc. Profit Sharing Trust reported net income rose from -$30K in the plan year 2022 filing to $38K in the plan year 2023 filing.
  • Badger Trading Co. Inc. Profit Sharing Trust end-of-year assets rose from $288K in the plan year 2022 filing to $326K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391428386 · Badger Trading Co. Inc. PY 2023 · Money Purchase

Badger Trading Co. Inc. Profit Sharing Trust · $326K · 1 · 14th

  • EOY $326K
  • 5500 1
  • ASSETS 14th
  • PCT Money Purchase
  • EIN near Hector D. Pagan Marrero Retirement Plan
  • RANK ind #737

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 Arizona →

Badger Trading Co. Inc. Profit Sharing Trust in the asset neighbourhood

Badger Trading Co. Inc. Profit Sharing TrustBadger Trading Co. Inc. Prof…$326KHector D. Pagan Marrero Retirement PlanHector D. Pagan Marrero Reti…$325KJ Keith Mitchell Md Money Purchase Plan & TrustJ Keith Mitchell Md Money Pu…$327KPersonnel Administration Services Inc Employees Pension TrustPersonnel Administration Ser…$325KInstitute of Pulmonary Diseases, Csp Retirement PlanInstitute of Pulmonary Disea…$324K
End-of-year total assets ($M) among Badger Trading Co. Inc. Profit Sharing Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Badger Trading Co. Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Badger Trading Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.29M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $288K
2023 1 1 $326K
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$288K
Net Assets (End of Year)$326K
Net Income$38K
Employer EIN391428386
Plan Effective Date1983-12-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Arizona

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Badger Trading Co. Inc. Profit Sharing Trust vs. nearby Money Purchase plans in Arizona, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50050100150 Total assets ($M) Participants Badger Trading Co. Inc. Profit Sharing Trust, Total assets ($M): 0.325971 · Participants: 1Badger Trading Co. Inc. Profit Sharing TrustIBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, Total assets ($M): 119.725104 · Participants: 3942IBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity, Total assets ($M): 38.400558 · Participants: 1484IBEW Local Nos 570 & 518 and Southern Az Chap NECA AnnuityThe Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1, Total assets ($M): 16.080018 · Participants: 56The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan, Total assets ($M): 14.606621 · Participants: 543Operative Plasterers and Cement Masons Local 394 Defined Contribution PlanBenjamin E. Myers Money Purchase Pension Plan and Trust, Total assets ($M): 8.705025 · Participants: 1Benjamin E. Myers Money Purchase Pension Plan and Trust
Badger Trading Co. Inc. Profit Sharing Trust vs. nearby Money Purchase plans in Arizona, assets vs. participants
Compare Badger Trading Co. Inc. Profit Sharing Trust side-by-side with 3 peers →

Badger Trading Co. Inc. Profit Sharing Trust's out-of-state Money Purchase peers by assets and headcount

Outside Arizona, the nearest Money Purchase by assets is Hector D. Pagan Marrero Retirement Plan in PR ($325K); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Badger Trading Co. Inc. Profit Sharing Trust assets move in 2023? ▼
Badger Trading Co. Inc. Profit Sharing Trust grew at a solid clip - up 13.1% during 2023, from $288K to $326K. Reported net income was $38K.
Where does Badger Trading Co. Inc. Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Badger Trading Co. Inc. Profit Sharing Trust ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Badger Trading Co. Inc. Profit Sharing Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Hector D. Pagan Marrero Retirement Plan in PR ($325K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Badger Trading Co. Inc. Profit Sharing Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391428386.

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.