Defined Benefit (Pension) · DOL Form 5500 · 2023

Bdo USA, P.C. Pension Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
749
Participants Near avg headcount
92nd
Percentile by assets National rank
$154,247
Avg per participant Above avg balance/head
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Official DOL plan name: Bdo USA, LLP Cash Balance Plan · Sponsored by Bdo USA, P.C. · Illinois · Professional & Technical Services

$116M in assets, 749 participants

Bdo USA, P.C.'s Bdo USA, LLP Cash Balance Plan reported $116M in total assets and 749 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,973 in Professional & Technical Services (20,321 peers)

Where Bdo USA, LLP Cash Balance Plan sits by assets

Bdo USA, LLP Cash Balance Plan sits in the top 10% of all filed plans by assets, $116M for 749 participants (~$154,247/participant), down 14.2% in 2023.

#18,973
in Professional & Technical Services (20,321 peers)
-14.2%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bdo USA, LLP Cash Balance Plan's outsized position by total assets

Bdo USA, LLP Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$115,531,213 Top 8% higher than 92% of 127,068 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 2023

Bdo USA, LLP Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bdo USA, LLP Cash Balance Plan sits mid-pack in the medium band (749 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bdo USA, LLP Cash Balance Plan reported net income fell from $12M in the plan year 2022 filing to -$19M in the plan year 2023 filing.
  • Bdo USA, LLP Cash Balance Plan end-of-year assets fell from $135M in the plan year 2022 filing to $116M in the plan year 2023 filing.
  • Bdo USA, LLP Cash Balance Plan reported participants fell from 790 in the plan year 2022 filing to 749 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135381590 · Bdo USA, P.C. PY 2023 · Defined Benefit (Pension)

Bdo USA, LLP Cash Balance Plan · $116M · 749 · 92nd

  • IND $116M
  • IND 749
  • IND 92nd
  • IND Defined Benefit (Pension)
  • IND near Hecla Mining Company Restated Retirement Plan
  • IND ind #18973

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 →

Bdo USA, LLP Cash Balance Plan in the asset neighbourhood

Hecla Mining Company Restated Retirement PlanHecla Mining Company Restate…$116MBdo USA, LLP Cash Balance PlanBdo USA, LLP Cash Balance Pl…$116MOwensboro Health Retirement PlanOwensboro Health Retirement …$116MBss Retirement Plan for Bargained EmployeesBss Retirement Plan for Barg…$115MBricklayers Union Local No 1 of Missouri Pension PBricklayers Union Local No 1…$115M
End-of-year total assets ($M) among Bdo USA, LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$116M
Net Income-$19M
Employer EIN135381590
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bdo USA, P.C.)

Sponsor-wide plan assets over time

All Bdo USA, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 98.57821269610334% vs 2022
2024 filing year
$1B$2B$3B$4B 202220232024 $1.51B $3.01B ▲ +99.3%
Year Plans Participants Total Assets
2022 2 10,223 $1.5B
2023 4 31,460 $3.6B
2024 3 19,668 $3.0B

Nearby Defined Benefit (Pension) Plans in Illinois

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

Bdo USA, LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Bdo USA, LLP Cash Balance Plan, Total assets ($B): 0.115531213 · Participants: 749Bdo USA, LLP Cash Balance PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Bdo USA, LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Bdo USA, LLP Cash Balance Plan side-by-side with 3 peers →

Bdo USA, LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Hecla Mining Company Restated Retirement Plan in ID ($116M); by covered participants it is Truliant Federal Credit Union Pension Plan in NC (747 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116M here).

Similar participant headcount

Nearest other-state filings by covered participants (749 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bdo USA, LLP Cash Balance Plan assets move in 2023? ▼
Bdo USA, LLP Cash Balance Plan pulled back noticeably - down 14.2% during 2023, from $135M to $116M. Reported net income was -$19M.
How have Bdo USA, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bdo USA, P.C.'s sponsor-wide assets grew 98.6%, from $1.5B to $3.0B.
Where does Bdo USA, LLP Cash Balance Plan rank by assets among Form 5500 filers? ▼
Bdo USA, LLP Cash Balance Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bdo USA, LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hecla Mining Company Restated Retirement Plan in ID ($116M, 499 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bdo USA, LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Truliant Federal Credit Union Pension Plan in NC (747 participants, $97M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135381590.

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.