Defined Benefit (Pension) · DOL Form 5500 · 2022

Baker Tilly US, LLP Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
N/A
Participants Small participant base
70th
Percentile by assets National rank
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Official DOL plan name: Baker Tilly US, LLP Market-Based Cash Balance Plan · Sponsored by Baker Tilly US, LLP · Illinois · Professional & Technical Services

$13M in assets, N/A participants

Baker Tilly US, LLP's Baker Tilly US, LLP Market-Based Cash Balance Plan reported $13M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,902 in Professional & Technical Services (21,562 peers)

Baker Tilly US, LLP multi-year trail

Baker Tilly US, LLP's plans moved +27.1% in assets from 2022 to 2023; this filing shows Baker Tilly US, LLP Market-Based Cash Balance Plan at $13M / N/A participants.

#14,902
in Professional & Technical Services (21,562 peers)
$13M
reported net income

Baker Tilly US, LLP Market-Based Cash Balance Plan's outsized position by total assets

Baker Tilly US, LLP Market-Based Cash Balance Plan vs every filed plan by assets

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

$12,867,043 Top 30% higher than 70% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 390859910 · Baker Tilly US, LLP PY 2022 · Defined Benefit (Pension)

Baker Tilly US, LLP Market-Based Cash Balance Plan · $13M · N/A · 70th

  • PART $13M
  • PART N/A
  • PART 70th
  • PART Defined Benefit (Pension)
  • PART near Society of Manufacturing Engineers Pension Plan & Trust
  • PART ind #14902

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Baker Tilly US, LLP Market-Based Cash Balance Plan in the asset neighbourhood

Retirement Income Plan for Employees of the PcpcRetirement Income Plan for E…$13MMount Auburn Cemetery Retirement Income PlanMount Auburn Cemetery Retire…$13MBaker Tilly US, LLP Market-Based Cash Balance PlanBaker Tilly US, LLP Market-B…$13MSociety of Manufacturing Engineers Pension Plan & TrustSociety of Manufacturing Eng…$13MOtterbein Homes Retirement PlanOtterbein Homes Retirement P…$13M
End-of-year total assets ($M) among Baker Tilly US, LLP Market-Based Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Baker Tilly US, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Baker Tilly US, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 27.113136936146965% vs 2022
2023 filing year
$0.9B$1B$1.1B$1.2B$1.3B 20222023 $0.96B $1.22B ▲ +27.1%
Year Plans Participants Total Assets
2022 2 5,970 $959M
2023 2 7,568 $1.2B

Baker Tilly US, LLP filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$13M
Net Income$13M
Employer EIN390859910
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Baker Tilly US, LLP Market-Based Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Baker Tilly US, LLP Market-Based Cash Balance Plan, Total assets ($B): 0.012867043 · Participants: 0Baker Tilly US, LLP Market-Based Cash Balance PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Baker Tilly US, LLP Market-Based Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Baker Tilly US, LLP Market-Based Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Illinois, the nearest Defined Benefit (Pension) by end-of-year assets is Society of Manufacturing Engineers Pension Plan & Trust in MI at $13M (this filing: $13M).

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 have Baker Tilly US, LLP plan assets changed over time?
Across 2 plan years on file (2022-2023), Baker Tilly US, LLP's sponsor-wide assets grew 27.1%, from $959M to $1.2B.
Which Defined Benefit (Pension) plans are similar in size to Baker Tilly US, LLP Market-Based Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Society of Manufacturing Engineers Pension Plan & Trust in MI ($13M, 33 participants).