401(k) · DOL Form 5500 · 2023

Baker Tilly Advisory Group Parent, LP 401(k) Plan

Data updated 2026-08-11

$1.2B
Total assets: 7,176
Participants: 99th
Percentile by assets: $164,935
Avg per participant

Official DOL plan name: Baker Tilly Advisory Group Parent, LP · Sponsored by Baker Tilly Advisory Group Parent, LP · Wisconsin · Professional & Technical Services

$1.2B in assets, 7,176 participants

Baker Tilly Advisory Group Parent, LP's Baker Tilly Advisory Group Parent, LP reported $1.2B in total assets and 7,176 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.

99th percentile by assets (of 127,072 plans)
#20,167 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Baker Tilly Advisory Group Parent, LP covers 7,176 participants in Wisconsin, 13x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.2B.

$1.2B
total plan assets (2023 EOY): 7,176
covered participants: 99th
percentile by assets (of 127,072 plans): $164,935
avg assets per participant

Baker Tilly Advisory Group Parent, LP reported net income rose from $78M in the plan year 2022 filing to $238M in the plan year 2023 filing.
Baker Tilly Advisory Group Parent, LP end-of-year assets rose from $946M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
Baker Tilly Advisory Group Parent, LP reported participants rose from 5,970 in the plan year 2022 filing to 7,176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Professional & Technical Services

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Baker Tilly Advisory Group Parent, LP reports 7,176 participants - 13x that state average ($1.2B EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$946M
Net Assets (End of Year)	$1.2B
Net Income	$238M
Employer EIN	390859910
Plan Effective Date	1984-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Baker Tilly Advisory Group Parent, LP)

Total plan assets by year, all Baker Tilly Advisory Group Parent, LP plans on file

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 Advisory Group Parent, LP vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Baker Tilly Advisory Group Parent, LP side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Baker Tilly Advisory Group Parent, LP by total assets, not by location.

D.R. Horton, Inc. Profit Sharing Plus Plan (TX) $1.2B · 12,128
Trihealth 401(k) Retirement Savings Plan (OH) $1.2B · 11,706
The Hanover Insurance Group Retirement Savings Plan (MA) $1.2B · 4,626
Akamai Technologies, Inc. 401(k) Plan (MA) $1.2B · 3,788

Frequently Asked Questions

How did Baker Tilly Advisory Group Parent, LP assets move in 2023? ▼

Baker Tilly Advisory Group Parent, LP grew sharply - up 25.1% during 2023, from $946M to $1.2B. Reported net income was $238M.

How have Baker Tilly Advisory Group Parent, LP plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Baker Tilly Advisory Group Parent, LP's sponsor-wide assets grew 27.1%, from $959M to $1.2B.

Where does Baker Tilly Advisory Group Parent, LP rank by assets among Form 5500 filers? ▼

Baker Tilly Advisory Group Parent, LP 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 Baker Tilly Advisory Group Parent, LP? ▼

Among 401(k) plans in other states, the closest by assets is D.R. Horton, Inc. Profit Sharing Plus Plan in TX ($1.2B, 12,128 participants).

Next read for Baker Tilly Advisory Group Parent, LP

Filing takeaways

Ways to act on Baker Tilly Advisory Group Parent, LP's numbers.

By total assets, Baker Tilly Advisory Group Parent, LP ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Baker Tilly Advisory Group Parent, LP's sponsor-wide assets have grown 27.1% since 2022 across 2 plan years on file. More Professional & Technical Services plans

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 390859910.