401(k) · DOL Form 5500 · 2022

Baker Tilly US, LLP 401(k) Plan

Data updated 2026-08-25

$946M
Total assets Above avg plan size
5,970
Participants Above avg headcount
99th
Percentile by assets National rank
$158,446
Avg per participant Above avg balance/head
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Official DOL plan name: Baker Tilly US, LLP 401(k) Savings Plan · Sponsored by Baker Tilly US, LLP · Wisconsin · Professional & Technical Services

$946M in assets, 5,970 participants

Baker Tilly US, LLP's Baker Tilly US, LLP 401(k) Savings Plan reported $946M in total assets and 5,970 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.

  • #21,394 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Baker Tilly US, LLP 401(k) Savings Plan covers 5,970 participants in Wisconsin, 11x the typical Wisconsin plan (state average ~563 per filing). Assets: $946M.

#21,394
in Professional & Technical Services (21,562 peers)
+10.7%
assets growth YoY
9.5×
vs typical plan assets (national mean)

Baker Tilly US, LLP 401(k) Savings Plan's outsized position by total assets

Baker Tilly US, LLP 401(k) Savings Plan vs every filed plan by assets

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

$945,921,472 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

Baker Tilly US, LLP 401(k) 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. Baker Tilly US, LLP 401(k) Savings Plan lands in the large band (5,970 participants).

Form 5500 schedule snapshot

Filing strip 390859910 · Baker Tilly US, LLP PY 2022 · 401(k)

Baker Tilly US, LLP 401(k) Savings Plan · $946M · 5,970 · 99th

  • SCH $946M
  • SCH 5,970
  • SCH 99th
  • SCH 401(k)
  • SCH near Bimbo Bakeries USA Savings Plan
  • SCH ind #21394

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 Wisconsin →

Baker Tilly US, LLP 401(k) Savings Plan in the asset neighbourhood

Sargent & Lundy Savings Investment PlanSargent & Lundy Savings Inve…$951MEog Resources, Inc. Savings and Retirement PlanEog Resources, Inc. Savings …$949MBimbo Bakeries USA Savings PlanBimbo Bakeries USA Savings P…$948MBaker Tilly US, LLP 401(k) Savings PlanBaker Tilly US, LLP 401(k) S…$946MCnmc Affiliates' 401(k) Retirement PlanCnmc Affiliates' 401(k) Reti…$943M
End-of-year total assets ($M) among Baker Tilly US, LLP 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$854M
Net Assets (End of Year)$946M
Net Income$78M
Employer EIN390859910
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker Tilly US, LLP)

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

Nearby 401(k) Plans in Wisconsin

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

Baker Tilly US, LLP 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 0100002000030000 0246 Total assets ($B) Participants Baker Tilly US, LLP 401(k) Savings Plan, Total assets ($B): 0.945921472 · Participants: 5970Baker Tilly US, LLP 401(k) 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
Baker Tilly US, LLP 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Baker Tilly US, LLP 401(k) Savings Plan side-by-side with 3 peers →

Baker Tilly US, LLP 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bimbo Bakeries USA Savings Plan in PA ($948M); by covered participants it is Agilent Technologies, Inc. 401(k) Plan in CA (5,968 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($946M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,970 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 Baker Tilly US, LLP 401(k) Savings Plan assets move in 2022? ▼
Baker Tilly US, LLP 401(k) Savings Plan grew at a solid clip - up 10.7% during 2022, from $854M to $946M. Reported net income was $78M.
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.
Where does Baker Tilly US, LLP 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Baker Tilly US, LLP 401(k) 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 Baker Tilly US, LLP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bimbo Bakeries USA Savings Plan in PA ($948M, 6,610 participants).
Which 401(k) plans cover a similar participant headcount to Baker Tilly US, LLP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agilent Technologies, Inc. 401(k) Plan in CA (5,968 participants, $1.8B 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 390859910.

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.