Defined Benefit (Pension) · DOL Form 5500 · 2024

Badger Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
37
Participants Small participant base
60th
Percentile by assets National rank
$336,515
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Badger Mutual Insurance Company · Sponsored by Badger Mutual Insurance Company · Wisconsin · Finance & Insurance

$12M in assets, 37 participants

Badger Mutual Insurance Company's Retirement Plan for Employees of Badger Mutual Insurance Company reported $12M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,797 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 Retirement Plan for Employees of Badger Mutual Insurance Company at $12M / 37 participants.

#3,797
in Finance & Insurance (8,549 peers)
+1.5%
assets growth YoY

Retirement Plan for Employees of Badger Mutual Insurance Company's mid-pack asset rank among Finance & Insurance and all filers

Retirement Plan for Employees of Badger Mutual Insurance Company vs every filed plan by assets

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

$12,451,040 Top 40% higher than 60% 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

Retirement Plan for Employees of Badger Mutual Insurance Company among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Badger Mutual Insurance Company is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Badger Mutual Insurance Company reported net income fell from $338K in the plan year 2023 filing to $187K in the plan year 2024 filing.
  • Retirement Plan for Employees of Badger Mutual Insurance Company reported participants fell from 38 in the plan year 2023 filing to 37 in the plan year 2024 filing.
  • Retirement Plan for Employees of Badger Mutual Insurance Company end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390143380 · Badger Mutual Insurance Company PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Badger Mutual Insurance Company · $12M · 37 · 60th

  • BOY $12M
  • SCH 37
  • EBSA 60th
  • PART Defined Benefit (Pension)
  • TYPE near North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement
  • NET ind #3797

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 →

Retirement Plan for Employees of Badger Mutual Insurance Company in the asset neighbourhood

Retirement Plan for Employees of Badger Mutual Insurance CompanyRetirement Plan for Employee…$12MNorth Mississippi Health Services, Inc. Retirement Plan & Trust AgreementNorth Mississippi Health Ser…$12MArizona Chemical Retirement Plan for Collectively Bargained EmployeesArizona Chemical Retirement …$12MJones Memorial Hospital Pension PlanJones Memorial Hospital Pens…$12MLocal 1804-1 Pension Plan$12M
End-of-year total assets ($M) among Retirement Plan for Employees of Badger Mutual Insurance Company and nearest nationwide Defined Benefit (Pension) 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)$12M
Net Assets (End of Year)$12M
Net Income$187K
Employer EIN390143380
Plan Effective Date1946-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Badger Mutual Insurance Company vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Retirement Plan for Employees of Badger Mutual Insurance Company, Total assets ($B): 0.01245104 · Participants: 37Retirement Plan for Employees of Badger Mutual Insurance CompanyBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Retirement Plan for Employees of Badger Mutual Insurance Company vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Retirement Plan for Employees of Badger Mutual Insurance Company side-by-side with 3 peers →

Retirement Plan for Employees of Badger Mutual Insurance Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement in MS ($12M); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants). Same-state nearby plans are listed separately above.

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 Retirement Plan for Employees of Badger Mutual Insurance Company assets move in 2024? ▼
Retirement Plan for Employees of Badger Mutual Insurance Company edged up modestly - up 1.5% during 2024, from $12M to $12M. Reported net income was $187K.
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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Badger Mutual Insurance Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement in MS ($12M, 1,686 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Badger Mutual Insurance Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants, $15M 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.