401(k) · DOL Form 5500 · 2024
Badger Liquor Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 485
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $151,745
- Avg per participant Above avg balance/head
Official DOL plan name: Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan · Sponsored by Badger Liquor Co., Inc. · Wisconsin · Wholesale Trade
$74M in assets, 485 participants
Badger Liquor Co., Inc.'s Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan reported $74M in total assets and 485 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #5,445 in Wholesale Trade (6,080 peers)
Where Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan sits by assets
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan sits in the top quartile of all filed plans by assets, $74M for 485 participants (~$151,745/participant), up 9.1% in 2024.
- #5,445
- in Wholesale Trade (6,080 peers)
- +9.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan's outsized position by total assets
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,596,317 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment 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 Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan sits mid-pack in the medium band (485 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan end-of-year assets rose from $67M in the plan year 2023 filing to $74M in the plan year 2024 filing.
- Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan reported participants rose from 464 in the plan year 2023 filing to 485 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 396080278 · Badger Liquor Co., Inc. PY 2024 · 401(k)
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan · $74M · 485 · 88th
- SCH $74M
- SCH 485
- SCH 88th
- SCH 401(k)
- SCH near Lewis & Ellis, LLC Profit Sharing Plan
- SCH ind #5445
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $6M |
| Employer EIN | 396080278 |
| Plan Effective Date | 1980-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Badger Liquor Co., Inc.)
Sponsor-wide plan assets over time
All Badger Liquor Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 25.39227639994321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 426 | $59M |
| 2023 | 1 | 464 | $67M |
| 2024 | 1 | 485 | $74M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Lewis & Ellis, LLC Profit Sharing Plan in TX ($74M); by covered participants it is Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan in CO (485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- Lewis & Ellis, LLC Profit Sharing Plan (TX) $74M · 110
- USA Compression 401(k) Plan (TX) $74M · 756
- Cimarron Software Services, Inc. 401(k) Profit Sharing Plan (TX) $74M · 283
- Asics America Corporation Retirement Savings Plan (CA) $74M · 1,049
Similar participant headcount
Nearest other-state filings by covered participants (485 participants); asset peers above are excluded.
- Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan (CO) 485 · 0 off
- Logixhealth, Inc 401(k) Plan (MA) 485 · 0 off
- Fry Foods, Inc. 401(k) and Profit Sharing Plan and Trust (OH) 485 · 0 off
- Schuster Co Inc 401(k) P/S (IA) 485 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.