401(k) · DOL Form 5500 · 2023
Badger Liquor Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 464
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $145,329
- Avg per participant Above avg balance/head
Official DOL plan name: Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan · Sponsored by Badger Liquor Co., Inc. · Wisconsin · Wholesale Trade
$67M in assets, 464 participants
Badger Liquor Co., Inc.'s Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan reported $67M in total assets and 464 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #5,671 in Wholesale Trade (6,309 peers)
Where Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan sits by assets
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan sits in the top quartile of all filed plans by assets, $67M for 464 participants (~$145,329/participant), up 14.9% in 2023.
- #5,671
- in Wholesale Trade (6,309 peers)
- +14.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan's outsized position by total assets
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$67,432,797 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan sits mid-pack in the medium band (464 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan reported net income rose from -$16M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan end-of-year assets rose from $59M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan reported participants rose from 426 in the plan year 2022 filing to 464 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 396080278 · Badger Liquor Co., Inc. PY 2023 · 401(k)
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan · $67M · 464 · 88th
- ASSETS $67M
- PCT 464
- EIN 88th
- RANK 401(k)
- PHOTO near Northwest Radiology Network, P.C. 401(k) Plan
- IND ind #5671
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $9M |
| Employer EIN | 396080278 |
| Plan Effective Date | 1980-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Badger Liquor Co., Inc.)
Sponsor-wide plan assets over time
All Badger Liquor Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 25.39227639994321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 426 | $59M |
| 2023 | 1 | 464 | $67M |
| 2024 | 1 | 485 | $74M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Northwest Radiology Network, P.C. 401(k) Plan in IN ($67M); by covered participants it is Radiology Services, LLC Employee Savings Plan in CT (464 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Northwest Radiology Network, P.C. 401(k) Plan (IN) $67M · 168
- Mobis Parts America, LLC 401(k) Profit Sharing Plan (CA) $67M · 746
- Scottmadden, Inc. 401(k) Profit Sharing Plan (NC) $67M · 211
- Jkusa 401(k) Plan (CA) $67M · 161
Similar participant headcount
Nearest other-state filings by covered participants (464 participants); asset peers above are excluded.
- Radiology Services, LLC Employee Savings Plan (CT) 464 · 0 off
- Valley View Bancshares, Inc. 401(k) Plan (KS) 464 · 0 off
- Microdental, Inc. 401(k) Profit Sharing Plan (MI) 464 · 0 off
- Millerbernd Manufacturing Company Profit Sharing Plan (MN) 464 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.