401(k) · DOL Form 5500 · 2022

Robert W. Baird & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
4,656
Participants Above avg headcount
99th
Percentile by assets National rank
$338,854
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Baird Profit Sharing & Savings Plan · Sponsored by Robert W. Baird & Co., Inc. · Wisconsin · Finance & Insurance

$1.6B in assets, 4,656 participants

Robert W. Baird & Co., Inc.'s Baird Profit Sharing & Savings Plan reported $1.6B in total assets and 4,656 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,126 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Baird Profit Sharing & Savings Plan covers 4,656 participants in Wisconsin, 8.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.6B.

#9,126
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY
16×
vs typical plan assets (national mean)

The plan reported a net loss of $241M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baird Profit Sharing & Savings Plan's outsized position by total assets

Baird Profit Sharing & Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,577,705,535 Top 1% higher than 99% of 139,123 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 2022

Baird Profit Sharing & Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baird Profit Sharing & Savings Plan lands in the large band (4,656 participants).

DOL schedule card

Filing strip 396037917 · Robert W. Baird & Co., Inc. PY 2022 · 401(k)

Baird Profit Sharing & Savings Plan · $1.6B · 4,656 · 99th

  • EBSA $1.6B
  • EBSA 4,656
  • EBSA 99th
  • EBSA 401(k)
  • EBSA near Newell Brands Employee Savings Plan
  • EBSA ind #9126

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 →

Baird Profit Sharing & Savings Plan in the asset neighbourhood

Baird Profit Sharing & Savings PlanBaird Profit Sharing & Savin…$1.6BNewell Brands Employee Savings PlanNewell Brands Employee Savin…$1.6BUnited Rentals 401(k) Investment PlanUnited Rentals 401(k) Invest…$1.6BSyngenta Corporation Investment Savings PlanSyngenta Corporation Investm…$1.6BInvesco 401(k) Plan$1.6B
End-of-year total assets ($B) among Baird Profit Sharing & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$1.6B
Net Income-$241M
Employer EIN396037917
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert W. Baird & Co., Inc.)

Sponsor-wide plan assets over time

All Robert W. Baird & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 38.583148787647495% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.58B $2.19B ▲ +38.6%
Year Plans Participants Total Assets
2022 1 4,656 $1.6B
2023 1 4,830 $1.9B
2024 1 5,148 $2.2B

Nearby 401(k) Plans in Wisconsin

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

Baird Profit Sharing & Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 0100002000030000 123456 Total assets ($B) Participants Baird Profit Sharing & Savings Plan, Total assets ($B): 1.577705535 · Participants: 4656Baird Profit Sharing & Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Baird Profit Sharing & Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Baird Profit Sharing & Savings Plan side-by-side with 3 peers →

Baird Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Newell Brands Employee Savings Plan in GA ($1.6B); by covered participants it is Adtalem Global Education, Inc. 401(k) Plan for Visiting Professors in IL (4,655 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,656 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baird Profit Sharing & Savings Plan assets move in 2022? ▼
Baird Profit Sharing & Savings Plan pulled back noticeably - down 13.3% during 2022, from $1.8B to $1.6B. Reported net income was -$241M.
How have Robert W. Baird & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert W. Baird & Co., Inc.'s sponsor-wide assets grew 38.6%, from $1.6B to $2.2B.
Where does Baird Profit Sharing & Savings Plan rank by assets among Form 5500 filers? ▼
Baird Profit Sharing & Savings Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Baird Profit Sharing & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Newell Brands Employee Savings Plan in GA ($1.6B, 12,012 participants).
Which 401(k) plans cover a similar participant headcount to Baird Profit Sharing & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adtalem Global Education, Inc. 401(k) Plan for Visiting Professors in IL (4,655 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 396037917.

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.