401(k) · DOL Form 5500 · 2024
Robert W. Baird & Co., Inc. 401(k) Plan
Data updated 2026-08-11
- $2.2B
- Total assets
- 5,148
- Participants
- 99th
- Percentile by assets
- $424,715
- Avg per participant
Official DOL plan name: Baird Profit Sharing & Savings Plan · Sponsored by Robert W. Baird & Co., Inc. · Wisconsin · Finance & Insurance
$2.2B in assets, 5,148 participants
Robert W. Baird & Co., Inc.'s Baird Profit Sharing & Savings Plan reported $2.2B in total assets and 5,148 participants in its 2024 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 123,622 plans)
- #8,421 in Finance & Insurance (8,549 peers)
Coverage in Wisconsin
Baird Profit Sharing & Savings Plan covers 5,148 participants in Wisconsin, 9.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $2.2B.
- $2.2B
- total plan assets (2024 EOY)
- 5,148
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $424,715
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Baird Profit Sharing & Savings Plan end-of-year assets rose from $1.9B in the plan year 2023 filing to $2.2B in the plan year 2024 filing.
- Baird Profit Sharing & Savings Plan reported net income fell from $319M in the plan year 2023 filing to $290M in the plan year 2024 filing.
- Baird Profit Sharing & Savings Plan reported participants rose from 4,830 in the plan year 2023 filing to 5,148 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Baird Profit Sharing & Savings Plan reports 5,148 participants - 9.1x that state average ($2.2B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $290M |
| Employer EIN | 396037917 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert W. Baird & Co., Inc.)
| 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
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Scale composition for Baird Profit Sharing & Savings Plan
Baird Profit Sharing & Savings Plan reports $2.2B in end-of-year assets across 5,148 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $424,715 per participant (3.1x the national average assets-per-participant) . Net income for plan year 2024 was $290M.
This plan identity (EIN 396037917, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.2B (+38.6%) while covered participants moved from 4,656 to 5,148 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,656 | $1.6B | Open filing |
| 2023 | 4,830 | $1.9B | Open filing |
| 2024 · index core | 5,148 | $2.2B | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Baird Profit Sharing & Savings Plan by total assets, not by location.
- Essentia Health Retirement Plan (MN) $2.2B · 15,695
- Allegis Group, Inc. Retirement Savings Plan One (MD) $2.2B · 24,457
- Hntb Ownership Plan (MO) $2.2B · 6,341
- Public Service Enterprise Group Inc. Employee Savings Plan (NJ) $2.2B · 6,585
Frequently Asked Questions
How did Baird Profit Sharing & Savings Plan assets move in 2024? ▼
How have Robert W. Baird & Co., Inc. plan assets changed over time? ▼
Where does Baird Profit Sharing & Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Baird Profit Sharing & Savings Plan? ▼
Next read for Baird Profit Sharing & Savings Plan
Filing takeaways
Ways to act on Baird Profit Sharing & Savings Plan's numbers.
- By total assets, Baird Profit Sharing & Savings Plan 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
- Robert W. Baird & Co., Inc.'s sponsor-wide assets have grown 38.6% since 2022 across 3 plan years on file. More Finance & Insurance plans