Defined Benefit (Pension) · DOL Form 5500 · 2023

Bdo USA, P.C. Pension Plan

Data updated 2026-08-11

$116M
Total assets
749
Participants
92nd
Percentile by assets
$154,247
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$116M
total plan assets (2023 EOY)
749
covered participants
92nd
percentile by assets (of 127,072 plans)
$154,247
avg assets per participant

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.

Where Bdo USA, LLP Cash Balance Plan sits 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 $2,010,000,000 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

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 →

State
Illinois
Industry
Professional & Technical Services

Bdo USA, LLP Cash Balance Plan vs the 2023 asset distribution

By assets, Bdo USA, LLP Cash Balance Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

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.)

$1B$2B$3B$4B 202220232024 $1.51B $3.01B ▲ +99.3%
Total plan assets by year, all Bdo USA, P.C. plans on file
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 ($B) Participants Bdo USA, LLP Cash Ba…, Total assets ($B): 0.115531213 · Participants: 749Bdo USA, LLP Cash Ba…Central States, Sout…, Total assets ($B): 49.680270595 · Participants: 48538Central States, Sout…State Farm Insurance…, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance…United Food & Commer…, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commer…John Deere Pension P…, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension P…Abbott Laboratories …, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories …
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Bdo USA, LLP Cash Balance Plan by total assets, not by location.

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).

Next read for Bdo USA, LLP Cash Balance Plan

Scale reading

Ways to act on Bdo USA, LLP Cash Balance Plan's numbers.

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.