401(k) · DOL Form 5500 · 2023

Baird & Warner, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
428
Participants Below avg headcount
84th
Percentile by assets National rank
$98,018
Avg per participant Below avg balance/head
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Official DOL plan name: The Baird & Warner 401(k) Retirement Savings Plan · Sponsored by Baird & Warner, Inc. · Illinois · Real Estate

$42M in assets, 428 participants

Baird & Warner, Inc.'s The Baird & Warner 401(k) Retirement Savings Plan reported $42M in total assets and 428 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,413 in Real Estate (4,727 peers)

Where The Baird & Warner 401(k) Retirement Savings Plan sits by assets

The Baird & Warner 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $42M for 428 participants (~$98,018/participant), up 14.2% in 2023.

#4,413
in Real Estate (4,727 peers)
+14.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Baird & Warner 401(k) Retirement Savings Plan's outsized position by total assets

The Baird & Warner 401(k) Retirement Savings Plan vs every filed plan by assets

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

$41,951,654 Top 16% higher than 84% 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

The Baird & Warner 401(k) Retirement Savings 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. The Baird & Warner 401(k) Retirement Savings Plan sits mid-pack in the medium band (428 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Baird & Warner 401(k) Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Baird & Warner 401(k) Retirement Savings Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • The Baird & Warner 401(k) Retirement Savings Plan reported participants fell from 448 in the plan year 2022 filing to 428 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363916731 · Baird & Warner, Inc. PY 2023 · 401(k)

The Baird & Warner 401(k) Retirement Savings Plan · $42M · 428 · 84th

  • NET $42M
  • NET 428
  • NET 84th
  • NET 401(k)
  • NET near Lashly & Baer P.C. 401(k) Plan
  • NET ind #4413

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 Real Estate retirement plans → · Plans in Illinois →

The Baird & Warner 401(k) Retirement Savings Plan in the asset neighbourhood

The Baird & Warner 401(k) Retirement Savings PlanThe Baird & Warner 401(k) Re…$42MLashly & Baer P.C. 401(k) PlanLashly & Baer P.C. 401(k) Pl…$42MAuto-Chlor Services Employees Savings PlanAuto-Chlor Services Employee…$42MUnion Savings Bank 401(k) PlanUnion Savings Bank 401(k) Pl…$42MIowa 80 Group, Inc. 401(k) PlanIowa 80 Group, Inc. 401(k) P…$42M
End-of-year total assets ($M) among The Baird & Warner 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN363916731
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baird & Warner, Inc.)

Sponsor-wide plan assets over time

All Baird & Warner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 22.603390058543397% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.8M $45.1M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 448 $37M
2023 1 428 $42M
2024 1 378 $45M

Nearby 401(k) Plans in Illinois

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

The Baird & Warner 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Baird & Warner 401(k) Retirement Savings Plan, Total assets ($B): 0.041951654 · Participants: 428The Baird & Warner 401(k) Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
The Baird & Warner 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Baird & Warner 401(k) Retirement Savings Plan side-by-side with 3 peers →

The Baird & Warner 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Lashly & Baer P.C. 401(k) Plan in MO ($42M); by covered participants it is Tencarva Machinery Company Profit Sharing & 401(k) Plan in NC (428 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (428 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 The Baird & Warner 401(k) Retirement Savings Plan assets move in 2023? ▼
The Baird & Warner 401(k) Retirement Savings Plan grew at a solid clip - up 14.2% during 2023, from $37M to $42M. Reported net income was $5M.
How have Baird & Warner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baird & Warner, Inc.'s sponsor-wide assets grew 22.6%, from $37M to $45M.
Where does The Baird & Warner 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Baird & Warner 401(k) Retirement Savings Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Baird & Warner 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lashly & Baer P.C. 401(k) Plan in MO ($42M, 70 participants).
Which 401(k) plans cover a similar participant headcount to The Baird & Warner 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tencarva Machinery Company Profit Sharing & 401(k) Plan in NC (428 participants, $81M 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 363916731.

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.