401(k) · DOL Form 5500 · 2023

Robert W. Baird & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$1.9B
Total assets Very large vs avg
4,830
Participants Above avg headcount
99th
Percentile by assets National rank
$392,721
Avg per participant High balance/head
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Official DOL plan name: Baird Profit Sharing & Savings Plan · Sponsored by Robert W. Baird & Co., Inc. · Wisconsin · Finance & Insurance

$1.9B in assets, 4,830 participants

Robert W. Baird & Co., Inc.'s Baird Profit Sharing & Savings Plan reported $1.9B in total assets and 4,830 participants in its 2023 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.

  • #8,738 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Baird Profit Sharing & Savings Plan covers 4,830 participants in Wisconsin, 8.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.9B.

#8,738
in Finance & Insurance (8,869 peers)
+20.2%
assets growth YoY
19×
vs typical plan assets (national mean)

Baird Profit Sharing & Savings Plan's outsized position by total assets

Baird Profit Sharing & Savings Plan vs every filed plan by assets

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

$1,896,844,251 Top 1% higher than 99% 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

Baird Profit Sharing & Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baird Profit Sharing & Savings Plan lands in the large band (4,830 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baird Profit Sharing & Savings Plan reported net income rose from -$241M in the plan year 2022 filing to $319M in the plan year 2023 filing.
  • Baird Profit Sharing & Savings Plan end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
  • Baird Profit Sharing & Savings Plan reported participants rose from 4,656 in the plan year 2022 filing to 4,830 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 396037917 · Robert W. Baird & Co., Inc. PY 2023 · 401(k)

Baird Profit Sharing & Savings Plan · $1.9B · 4,830 · 99th

  • BOY $1.9B
  • BOY 4,830
  • BOY 99th
  • BOY 401(k)
  • BOY near Tesla, Inc. 401(k) Plan
  • BOY ind #8738

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Baird Profit Sharing & Savings Plan in the asset neighbourhood

Baird Profit Sharing & Savings PlanBaird Profit Sharing & Savin…$1.9BTesla, Inc. 401(k) Plan$1.9BAllianz Asset Management of America 401(k) Savings and Retirement PlanAllianz Asset Management of …$1.9BDenso Retirement Savings Plan$1.9BMilliman Profit Sharing and Retirement PlanMilliman Profit Sharing and …$1.9B
End-of-year total assets ($B) among Baird Profit Sharing & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.9B
Net Income$319M
Employer EIN396037917
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert W. Baird & Co., Inc.)

Sponsor-wide plan assets over time

All Robert W. Baird & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 38.583148787647495% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.58B $2.19B ▲ +38.6%
Year Plans Participants Total Assets
2022 1 4,656 $1.6B
2023 1 4,830 $1.9B
2024 1 5,148 $2.2B

Nearby 401(k) Plans in Wisconsin

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

Baird Profit Sharing & Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 0246810 Total assets ($B) Participants Baird Profit Sharing & Savings Plan, Total assets ($B): 1.896844251 · Participants: 4830Baird Profit Sharing & Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Baird Profit Sharing & Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Baird Profit Sharing & Savings Plan side-by-side with 3 peers →

Baird Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tesla, Inc. 401(k) Plan in TX ($1.9B); by covered participants it is M. C. Dean, Inc. 401(k) Plan in VA (4,832 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,830 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 Baird Profit Sharing & Savings Plan assets move in 2023? ▼
Baird Profit Sharing & Savings Plan grew sharply - up 20.2% during 2023, from $1.6B to $1.9B. Reported net income was $319M.
How have Robert W. Baird & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert W. Baird & Co., Inc.'s sponsor-wide assets grew 38.6%, from $1.6B to $2.2B.
Where does Baird Profit Sharing & Savings Plan rank by assets among Form 5500 filers? ▼
Baird Profit Sharing & Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Baird Profit Sharing & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tesla, Inc. 401(k) Plan in TX ($1.9B, 74,647 participants).
Which 401(k) plans cover a similar participant headcount to Baird Profit Sharing & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is M. C. Dean, Inc. 401(k) Plan in VA (4,832 participants, $396M 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 396037917.

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.