401(k) · DOL Form 5500 · 2024

Badger Meter, Inc. 401(k) Plan

Data updated 2026-08-25

$218M
Total assets Near avg plan size
891
Participants Near avg headcount
95th
Percentile by assets National rank
$244,444
Avg per participant Above avg balance/head
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Official DOL plan name: Badger Meter Employee Savings and Stock Ownership Plan · Sponsored by Badger Meter, Inc. · Wisconsin · Manufacturing

$218M in assets, 891 participants

Badger Meter, Inc.'s Badger Meter Employee Savings and Stock Ownership Plan reported $218M in total assets and 891 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,302 in Manufacturing (17,777 peers)

Where Badger Meter Employee Savings and Stock Ownership Plan sits by assets

Badger Meter Employee Savings and Stock Ownership Plan sits in the top 5% of all filed plans by assets, $218M for 891 participants (~$244,444/participant), up 16.6% in 2024.

#16,302
in Manufacturing (17,777 peers)
+16.6%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Badger Meter Employee Savings and Stock Ownership Plan's outsized position by total assets

Badger Meter Employee Savings and Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$217,799,861 Top 5% higher than 95% of 123,620 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 2024

Badger Meter Employee Savings and Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Badger Meter Employee Savings and Stock Ownership Plan sits mid-pack in the medium band (891 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Badger Meter Employee Savings and Stock Ownership Plan reported net income rose from $21M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Badger Meter Employee Savings and Stock Ownership Plan end-of-year assets rose from $187M in the plan year 2023 filing to $218M in the plan year 2024 filing.
  • Badger Meter Employee Savings and Stock Ownership Plan reported participants rose from 800 in the plan year 2023 filing to 891 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390143280 · Badger Meter, Inc. PY 2024 · 401(k)

Badger Meter Employee Savings and Stock Ownership Plan · $218M · 891 · 95th

  • TYPE $218M
  • TYPE 891
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near Chenmed, LLC 401(k) Plan
  • TYPE ind #16302

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 Meter Employee Savings and Stock Ownership Plan in the asset neighbourhood

Ultragenyx Pharmaceutical Inc. 401(k) Plan and TrustUltragenyx Pharmaceutical In…$218MBuffalo Medical Group, P.C. 401(k) Profit Sharing and Pension PlanBuffalo Medical Group, P.C. …$218MBadger Meter Employee Savings and Stock Ownership PlanBadger Meter Employee Saving…$218MChenmed, LLC 401(k) Plan$218MLowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) PlanLowe Enterprises, Inc. and C…$218M
End-of-year total assets ($M) among Badger Meter Employee Savings and Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$218M
Net Income$31M
Employer EIN390143280
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Badger Meter, Inc.)

Sponsor-wide plan assets over time

All Badger Meter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$218M 31.072473940843764% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $166M $218M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 767 $166M
2023 1 800 $187M
2024 1 891 $218M

Nearby 401(k) Plans in Wisconsin

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

Badger Meter Employee Savings and Stock Ownership Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Badger Meter Employee Savings and Stock Ownership Plan, Total assets ($B): 0.217799861 · Participants: 891Badger Meter Employee Savings and Stock Ownership PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Badger Meter Employee Savings and Stock Ownership Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Badger Meter Employee Savings and Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Chenmed, LLC 401(k) Plan in FL ($218M); by covered participants it is Lamps Plus 401(k) Plan in CA (891 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (891 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Badger Meter Employee Savings and Stock Ownership Plan assets move in 2024?
Badger Meter Employee Savings and Stock Ownership Plan grew sharply - up 16.6% during 2024, from $187M to $218M. Reported net income was $31M.
How have Badger Meter, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Badger Meter, Inc.'s sponsor-wide assets grew 31.1%, from $166M to $218M.
Where does Badger Meter Employee Savings and Stock Ownership Plan rank by assets among Form 5500 filers?
Badger Meter Employee Savings and Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Badger Meter Employee Savings and Stock Ownership Plan?
Among 401(k) plans in other states, the closest by assets is Chenmed, LLC 401(k) Plan in FL ($218M, 5,135 participants).
Which 401(k) plans cover a similar participant headcount to Badger Meter Employee Savings and Stock Ownership Plan?
Among 401(k) plans in other states, the closest by covered participants is Lamps Plus 401(k) Plan in CA (891 participants, $59M in assets).