401(k) · DOL Form 5500 · 2022
Robert W. Baird & Co., Inc. 401(k) Plan
Data updated 2026-08-11
- $1.6B
- Total assets
- 4,656
- Participants
- 99th
- Percentile by assets
- $338,854
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.6B
- total plan assets (2022 EOY)
- 4,656
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $338,854
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Baird Profit Sharing & Savings Plan reports 4,656 participants - 8.3x that state average ($1.6B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$241M |
| Employer EIN | 396037917 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert W. Baird & Co., Inc.)
| 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
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Baird Profit Sharing & Savings Plan by total assets, not by location.
- Newell Brands Employee Savings Plan (GA) $1.6B · 12,012
- United Rentals 401(k) Investment Plan (CT) $1.6B · 17,244
- Syngenta Corporation Investment Savings Plan (NC) $1.6B · 3,924
- Invesco 401(k) Plan (GA) $1.6B · 3,316
Frequently Asked Questions
How did Baird Profit Sharing & Savings Plan assets move in 2022? ▼
How have Robert W. Baird & Co., Inc. plan assets changed over time? ▼
Where does Baird Profit Sharing & Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Baird Profit Sharing & Savings Plan
Filing takeaways
Ways to act on Baird Profit Sharing & Savings Plan's numbers.
- By total assets, Baird Profit Sharing & Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Robert W. Baird & Co., Inc.'s sponsor-wide assets have grown 38.6% since 2022 across 3 plan years on file. More Finance & Insurance plans