401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
7,176
Participants Above avg headcount
99th
Percentile by assets National rank
$164,935
Avg per participant Above avg balance/head
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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.

  • #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.

#20,167
in Professional & Technical Services (20,321 peers)
+25.1%
assets growth YoY
12×
vs typical plan assets (national mean)

Baker Tilly Advisory Group Parent, LP's outsized position by total assets

Baker Tilly Advisory Group Parent, LP vs every filed plan by assets

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

$1,183,574,569 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

Baker Tilly Advisory Group Parent, LP'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. Baker Tilly Advisory Group Parent, LP lands in the large band (7,176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 390859910 · Baker Tilly Advisory Group Parent, LP PY 2023 · 401(k)

Baker Tilly Advisory Group Parent, LP · $1.2B · 7,176 · 99th

  • EOY $1.2B
  • EOY 7,176
  • EOY 99th
  • EOY 401(k)
  • EOY near D.R. Horton, Inc. Profit Sharing Plus Plan
  • EOY ind #20167

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 Wisconsin →

Baker Tilly Advisory Group Parent, LP in the asset neighbourhood

Baker Tilly Advisory Group Parent, LPBaker Tilly Advisory Group P…$1.2BD.R. Horton, Inc. Profit Sharing Plus PlanD.R. Horton, Inc. Profit Sha…$1.2BTrihealth 401(k) Retirement Savings PlanTrihealth 401(k) Retirement …$1.2BThe Hanover Insurance Group Retirement Savings PlanThe Hanover Insurance Group …$1.2BAkamai Technologies, Inc. 401(k) PlanAkamai Technologies, Inc. 40…$1.2B
End-of-year total assets ($B) among Baker Tilly Advisory Group Parent, LP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$946M
Net Assets (End of Year)$1.2B
Net Income$238M
Employer EIN390859910
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Baker Tilly Advisory Group Parent, LP plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 27.113136936146965% vs 2022
2023 filing year
$0.9B$1B$1.1B$1.2B$1.3B 20222023 $0.96B $1.22B ▲ +27.1%
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 Scatter plot of 6 data points. 020000400006000080000100000 0246810 Total assets ($B) Participants Baker Tilly Advisory Group Parent, LP, Total assets ($B): 1.183574569 · Participants: 7176Baker Tilly Advisory Group Parent, LPAdvocate 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
Baker Tilly Advisory Group Parent, LP vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Baker Tilly Advisory Group Parent, LP side-by-side with 3 peers →

Baker Tilly Advisory Group Parent, LP's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is D.R. Horton, Inc. Profit Sharing Plus Plan in TX ($1.2B); by covered participants it is L.L. Bean 401(k) Retirement Savings Plan in ME (7,173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (7,176 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 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).
Which 401(k) plans cover a similar participant headcount to Baker Tilly Advisory Group Parent, LP? ▼
Among 401(k) plans in other states, the closest by covered participants is L.L. Bean 401(k) Retirement Savings Plan in ME (7,173 participants, $721M 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 390859910.

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.