401(k) · DOL Form 5500 · 2023

Badger Utility Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
171
Participants Small participant base
67th
Percentile by assets National rank
$86,558
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

$15M in assets, 171 participants

Badger Utility Holdings, LLC's Badger Utility Holdings, LLC 401(k) Profit Sharing Plan reported $15M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,363 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Badger Utility Holdings, LLC 401(k) Profit Sharing Plan covers 171 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#10,363
in Manufacturing (18,722 peers)
+18.0%
assets growth YoY

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 2023 · DOL Form 5500

$14,801,503 Top 33% higher than 67% 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 Utility Holdings, LLC 401(k) Profit Sharing 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 Utility Holdings, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Badger Utility Holdings, LLC 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Badger Utility Holdings, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Badger Utility Holdings, LLC 401(k) Profit Sharing Plan reported participants rose from 160 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 473239666 · Badger Utility Holdings, LLC PY 2023 · 401(k)

Badger Utility Holdings, LLC 401(k) Profit Sharing Plan · $15M · 171 · 67th

  • SCH $15M
  • EBSA 171
  • PART 67th
  • TYPE 401(k)
  • NET near The Olson Company 401(k) Plan and Trust
  • BOOK ind #10363

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…$15MThe Olson Company 401(k) Plan and TrustThe Olson Company 401(k) Pla…$15MScandrill, Inc. 401(k) Plan$15MXincon Home-Healthcare Services Profit Sharing PlanXincon Home-Healthcare Servi…$15MStar Concrete 401(k) Profit Sharing PlanStar Concrete 401(k) Profit …$15M
End-of-year total assets ($M) among Badger Utility Holdings, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
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. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Badger Utility Holdings, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.014801503 · Participants: 171Badger Utility Holdings, LLC 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement 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 The Olson Company 401(k) Plan and Trust in CA ($15M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (171 participants); 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 Utility Holdings, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Badger Utility Holdings, LLC 401(k) Profit Sharing Plan grew sharply - up 18.0% during 2023, from $13M to $15M. Reported net income was $2M.
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 The Olson Company 401(k) Plan and Trust in CA ($15M, 64 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 Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 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.