401(k) · DOL Form 5500 · 2024

Badger Valley Investments, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
303
Participants Below avg headcount
38th
Percentile by assets National rank
$13,156
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Seth Wadley Auto Group 401(k) Plan · Sponsored by Badger Valley Investments, LLC · Oklahoma · Retail Trade

$4M in assets, 303 participants

Badger Valley Investments, LLC's Seth Wadley Auto Group 401(k) Plan reported $4M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,967 in Retail Trade (8,048 peers)

Coverage in Oklahoma

Seth Wadley Auto Group 401(k) Plan covers 303 participants in Oklahoma, about 40% of the average Oklahoma filer (state average ~760 per filing). Assets: $4M.

#3,967
in Retail Trade (8,048 peers)
+39.8%
assets growth YoY

Seth Wadley Auto Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Seth Wadley Auto Group 401(k) Plan vs every filed plan by assets

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

$3,986,223 38th percentile higher than 38% 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

Seth Wadley Auto Group 401(k) 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. Seth Wadley Auto Group 401(k) Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Seth Wadley Auto Group 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Seth Wadley Auto Group 401(k) Plan reported participants rose from 243 in the plan year 2023 filing to 303 in the plan year 2024 filing.
  • Seth Wadley Auto Group 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263311496 · Badger Valley Investments, LLC PY 2024 · 401(k)

Seth Wadley Auto Group 401(k) Plan · $4M · 303 · 38th

  • ASSETS $4M
  • PCT 303
  • EIN 38th
  • RANK 401(k)
  • PHOTO near Mc Transitions Group Inc. Retirement Plan
  • IND ind #3967

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 Retail Trade retirement plans → · Plans in Oklahoma →

Seth Wadley Auto Group 401(k) Plan in the asset neighbourhood

Seth Wadley Auto Group 401(k) PlanSeth Wadley Auto Group 401(k…$4MMc Transitions Group Inc. Retirement PlanMc Transitions Group Inc. Re…$4MCencore LLC 401(k) Plan$4MTemo Arjani LLP 401(k) Plan$4MInland Rheumatology and Osteop 401(k) Profit Sharing Plan & TrustInland Rheumatology and Oste…$4M
End-of-year total assets ($M) among Seth Wadley Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN263311496
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Badger Valley Investments, LLC)

Sponsor-wide plan assets over time

All Badger Valley Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 145.32641173266703% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.62M $3.99M ▲ +146.3%
Year Plans Participants Total Assets
2022 1 222 $2M
2023 1 243 $3M
2024 1 303 $4M

Nearby 401(k) Plans in Oklahoma

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

Seth Wadley Auto Group 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Seth Wadley Auto Group 401(k) Plan, Total assets ($B): 0.003986223 · Participants: 303Seth Wadley Auto Group 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Seth Wadley Auto Group 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Seth Wadley Auto Group 401(k) Plan side-by-side with 3 peers →

Seth Wadley Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Mc Transitions Group Inc. Retirement Plan in PA ($4M); by covered participants it is New Horizon Counseling Center, Inc. 401(k) Profit Sharing Plan in NY (303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Seth Wadley Auto Group 401(k) Plan assets move in 2024? ▼
Seth Wadley Auto Group 401(k) Plan surged - up 39.8% during 2024, from $3M to $4M. Reported net income was $1M.
How have Badger Valley Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Badger Valley Investments, LLC's sponsor-wide assets grew 145.3%, from $2M to $4M.
Which 401(k) plans are similar in size to Seth Wadley Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mc Transitions Group Inc. Retirement Plan in PA ($4M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Seth Wadley Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Horizon Counseling Center, Inc. 401(k) Profit Sharing Plan in NY (303 participants, $11M 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 263311496.

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.