401(k)
2023 plan-year 401(k) DOL Form 5500

Badger Mutual Insurance Company 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Badger Mutual Insurance Company · Wisconsin · Finance & Insurance

What the 2023 filing shows

Badger Mutual Insurance Company 401(k) Plan holds $20M for 95 participants — about $213,799 per participant, up 17.8% over the 2023 plan year.

$20M
total plan assets (2023 EOY)
95
covered participants
$213,799
avg assets per participant
+17.8%
assets growth YoY
Total Assets (2023)
$20M
Participants
95
State
Industry
Finance & Insurance

What the Filing Says About Badger Mutual Insurance Company 401(k) Plan

Badger Mutual Insurance Company 401(k) Plan is a 401(k) retirement plan sponsored by Badger Mutual Insurance Company, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 95 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 390143380, and the plan has been effective since 1990-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2023 to $20M at year-end — a gain of 17.8%. Net assets (after liabilities) closed the year at $20M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$3M
Plan Type401(k)
Employer EIN390143380
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Badger Mutual Insurance Company)

Year Plans Participants Total Assets
2022 2 134 $29M
2023 2 133 $33M
2024 2 133 $34M

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Frequently Asked Questions

How much money is in the Badger Mutual Insurance Company 401(k) Plan?
As of the 2023 Form 5500 filing, Badger Mutual Insurance Company 401(k) Plan holds $20M in total assets with 95 participants. It is sponsored by Badger Mutual Insurance Company.
What type of plan is Badger Mutual Insurance Company 401(k) Plan?
Badger Mutual Insurance Company 401(k) Plan is a 401(k) plan. It has been effective since 1990-10-01. The plan is filed with the U.S. Department of Labor under EIN 390143380.
Who sponsors the Badger Mutual Insurance Company 401(k) Plan?
Badger Mutual Insurance Company 401(k) Plan is sponsored by Badger Mutual Insurance Company, located in Wisconsin. The sponsor's EIN is 390143380 and the plan operates in the Finance & Insurance industry.
How did Badger Mutual Insurance Company 401(k) Plan perform in 2023?
Badger Mutual Insurance Company 401(k) Plan grew by 17.8% during 2023, moving from $17M to $20M in total assets. Net income was $3M.
Where can I find official filings for Badger Mutual Insurance Company 401(k) Plan?
Official Form 5500 filings for Badger Mutual Insurance Company 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390143380 or plan name at efast.dol.gov.
How does Badger Mutual Insurance Company 401(k) Plan compare to other plans?
You can compare Badger Mutual Insurance Company 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 390143380.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.