401(k) · DOL Form 5500 · 2023

Badger Valley Investments, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 243
Participants Below avg headcount: 35th
Percentile by assets National rank: $11,733
Avg per participant Low balance/head

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Official DOL plan name: Seth Wadley Auto Group 401(k) Plan · Sponsored by Badger Valley Investments, LLC · Oklahoma · Retail Trade

$3M in assets, 243 participants

Badger Valley Investments, LLC's Seth Wadley Auto Group 401(k) Plan reported $3M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#3,917 in Retail Trade (8,414 peers)

Coverage in Oklahoma

Seth Wadley Auto Group 401(k) Plan covers 243 participants in Oklahoma, about 32% of the average Oklahoma filer (state average ~760 per filing). Assets: $3M.

#3,917
in Retail Trade (8,414 peers): +75.5%
assets growth YoY

Seth Wadley Auto Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Seth Wadley Auto Group 401(k) Plan vs every filed plan by assets

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

$2,851,220 35th percentile higher than 35% 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

Seth Wadley Auto Group 401(k) 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. Seth Wadley Auto Group 401(k) Plan sits mid-pack in the medium band (243 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Seth Wadley Auto Group 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Seth Wadley Auto Group 401(k) Plan reported participants rose from 222 in the plan year 2022 filing to 243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263311496 · Badger Valley Investments, LLC PY 2023 · 401(k)

Seth Wadley Auto Group 401(k) Plan · $3M · 243 · 35th

IND $3M
EOY 243
5500 35th
ASSETS 401(k)
PCT near Parking & Transportation Management Service Inc. 401(k) Plan
EIN ind #3917

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 Retail Trade retirement plans → · Plans in Oklahoma →

End-of-year total assets ($M) among Seth Wadley Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$1M
Employer EIN	263311496
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Badger Valley Investments, LLC)

Latest sponsor-wide plan assets: $4M 145.32641173266703% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	222	$2M
2023	1	243	$3M
2024	1	303	$4M

Nearby 401(k) Plans in Oklahoma

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

Seth Wadley Auto Group 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.2B · 11,746
The Williams Investment Plus Plan $1.7B · 5,041
Oneok, Inc. 401(k) Plan $1.2B · 2,965
Bok Financial 401(k) Plan $1.0B · 4,766
Devon Energy Corporation Incentive Savings Plan $933M · 1,858

Compare Seth Wadley Auto Group 401(k) Plan side-by-side with 3 peers →

Seth Wadley Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Parking & Transportation Management Service Inc. 401(k) Plan in WA ($3M); by covered participants it is Ebq Retirement Plan in TX (243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Parking & Transportation Management Service Inc. 401(k) Plan (WA) $3M · 390
Birds Eye Holdings, LLC and Affiliated Companies 401(k) Plan (KS) $3M · 137
Hornet Steel Buildings 401(k) Plan (GA) $3M · 69
Knox Attorney Service, Inc. 401(k) Plan (CA) $3M · 100

Similar participant headcount

Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.

Ebq Retirement Plan (TX) 243 · 0 off
The Architect 401(k) Plan the Printer, Inc. (IA) 243 · 0 off
Ojo Labs 401(k) Plan (TX) 243 · 0 off
Surfstyle 401(k) (FL) 243 · 0 off

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 Seth Wadley Auto Group 401(k) Plan assets move in 2023? ▼

Seth Wadley Auto Group 401(k) Plan surged - up 75.5% during 2023, from $2M to $3M. Reported net income was $1M.

How have Badger Valley Investments, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Badger Valley Investments, LLC's sponsor-wide assets grew 145.3%, from $2M to $4M.

Which 401(k) plans are similar in size to Seth Wadley Auto Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Parking & Transportation Management Service Inc. 401(k) Plan in WA ($3M, 390 participants).

Which 401(k) plans cover a similar participant headcount to Seth Wadley Auto Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ebq Retirement Plan in TX (243 participants, $2M 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 263311496.