401(k) · DOL Form 5500 · 2024
Robert W. Baird & Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 5,148
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $424,715
- Avg per participant High balance/head
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.
- #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.
- #8,421
- in Finance & Insurance (8,549 peers)
- +15.3%
- assets growth YoY
- 22×
- 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 2024 · DOL Form 5500
$2,186,434,009 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Baird Profit Sharing & Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (5,148 participants).
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.
Plan-year Form 5500 strip
Filing strip 396037917 · Robert W. Baird & Co., Inc. PY 2024 · 401(k)
Baird Profit Sharing & Savings Plan · $2.2B · 5,148 · 99th
- 5500 $2.2B
- 5500 5,148
- 5500 99th
- 5500 401(k)
- 5500 near Essentia Health Retirement Plan
- 5500 ind #8421
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
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.)
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
| 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.
- 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 |
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 Essentia Health Retirement Plan in MN ($2.2B); by covered participants it is IBEW Local No. 716 Retirement Plan in TX (5,147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,148 participants); asset peers above are excluded.
- IBEW Local No. 716 Retirement Plan (TX) 5,147 · 1 off
- Arcbest 401(k) and DC Retirement Plan (AR) 5,150 · 2 off
- Consolidated 401(a) and 401(k) Program of Mass General Brigham and Member Organizations (MA) 5,146 · 2 off
- Brookfield 401(k) Savings Plan (OH) 5,143 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.