401(k) · DOL Form 5500 · 2024

Badger Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
96
Participants Small participant base
71st
Percentile by assets National rank
$220,300
Avg per participant Above avg balance/head
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Official DOL plan name: Badger Mutual Insurance Company 401(k) Plan · Sponsored by Badger Mutual Insurance Company · Wisconsin · Finance & Insurance

$21M in assets, 96 participants

Badger Mutual Insurance Company's Badger Mutual Insurance Company 401(k) Plan reported $21M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,843 in Finance & Insurance (8,549 peers)

Badger Mutual Insurance Company multi-year trail

Badger Mutual Insurance Company's plans moved +15.2% in assets from 2022 to 2024; this filing shows Badger Mutual Insurance Company 401(k) Plan at $21M / 96 participants.

#4,843
in Finance & Insurance (8,549 peers)
+4.1%
assets growth YoY

Badger Mutual Insurance Company 401(k) Plan's outsized position by total assets

Badger Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$21,148,803 Top 29% higher than 71% 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 Mutual Insurance Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Badger Mutual Insurance Company 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Badger Mutual Insurance Company 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $838K in the plan year 2024 filing.
  • Badger Mutual Insurance Company 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Badger Mutual Insurance Company 401(k) Plan reported participants rose from 95 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390143380 · Badger Mutual Insurance Company PY 2024 · 401(k)

Badger Mutual Insurance Company 401(k) Plan · $21M · 96 · 71st

  • RANK $21M
  • RANK 96
  • RANK 71st
  • RANK 401(k)
  • RANK near Penta 401(k) Profit Sharing Plan
  • RANK ind #4843

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Badger Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Badger Mutual Insurance Company 401(k) PlanBadger Mutual Insurance Comp…$21MPenta 401(k) Profit Sharing PlanPenta 401(k) Profit Sharing …$21MSpecial Olympics, Inc. Retirement PlanSpecial Olympics, Inc. Retir…$21MFood Express, Inc. 401(k) PlanFood Express, Inc. 401(k) Pl…$21MCombined Properties, Incorporated 401(k) PlanCombined Properties, Incorpo…$21M
End-of-year total assets ($M) among Badger Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Badger Mutual Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Badger Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$34M 15.209240674634177% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.2M $33.6M ▲ +15.2%
Year Plans Participants Total Assets
2022 2 134 $29M
2023 2 133 $33M
2024 2 133 $34M

Badger Mutual Insurance Company filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$838K
Employer EIN390143380
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Badger Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Badger Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.021148803 · Participants: 96Badger Mutual Insurance Company 401(k) 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 Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Badger Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Badger Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Penta 401(k) Profit Sharing Plan in NC ($21M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Mutual Insurance Company 401(k) Plan assets move in 2024? ▼
Badger Mutual Insurance Company 401(k) Plan edged up modestly - up 4.1% during 2024, from $20M to $21M. Reported net income was $838K.
How have Badger Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Badger Mutual Insurance Company's sponsor-wide assets grew 15.2%, from $29M to $34M.
Which 401(k) plans are similar in size to Badger Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penta 401(k) Profit Sharing Plan in NC ($21M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Badger Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berberian Entities 401(k) Retirement Plan in CA (96 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390143380.

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.