Defined Benefit (Pension) · DOL Form 5500 · 2024

Badger Mutual Insurance Company Pension Plan

Data updated 2026-08-11

$12M
Total assets: 37
Participants: 60th
Percentile by assets: $336,515
Avg per participant

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.

60th percentile by assets (of 123,622 plans)
#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.

$12M
total plan assets (2024 EOY): 37
covered participants: 60th
percentile by assets (of 123,622 plans): $336,515
avg assets per participant

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 →

State

Wisconsin

Industry

Finance & Insurance

Badger Mutual Insurance Company across 3 plan years on file

Across the 3 plan years Badger Mutual Insurance Company has on file (2022-2024), sponsor-wide plan assets have moved from $29M to $34M, a gain of 15.2%, while reported participants moved from 134 to 133 (-0.7%). Peak year by sponsor assets: 2024 ($34M); trough: 2022 ($29M).

Badger Mutual Insurance Company multi-year asset trail

Total plan assets by year, all Badger Mutual Insurance Company plans on file

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 EIN	390143380
Plan Effective Date	1946-07-01
Filing Status	FILING 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

Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
Harley-Davidson Retirement Plan $1.9B · 1,414
North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105

Compare Retirement Plan for Employees of Badger … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Badger Mutual Insurance Company by total assets, not by location.

North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement (MS) $12M · 1,686
Arizona Chemical Retirement Plan for Collectively Bargained Employees (TX) $12M · 129
Jones Memorial Hospital Pension Plan (NY) $12M · 43
Local 1804-1 Pension Plan (NJ) $12M · 12

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).

Next read for Retirement Plan for Employees of Badger …

Multi-year trail

Ways to act on Retirement Plan for Employees of Badger Mutual Insurance Company's numbers.

By total assets, Retirement Plan for Employees of Badger Mutual Insurance Company ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
Badger Mutual Insurance Company's sponsor-wide assets have grown 15.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.