Defined Benefit (Pension) · DOL Form 5500 · 2024
Baker Tilly Advisory Group Parent, LP Pension Plan
Data updated 2026-07-24
- $47M
- Total assets
- 384
- Participants
- 84th
- Percentile by assets
- $123,533
- Avg per participant
Official DOL plan name: Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan · Sponsored by Baker Tilly Advisory Group Parent, LP · Illinois · Professional & Technical Services
$47M in assets, 384 participants
Baker Tilly Advisory Group Parent, LP's Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan reported $47M in total assets and 384 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 116,472 plans)
Where Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan sits by assets
Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan sits in the top quartile of all filed plans by assets, $47M for 384 participants (~$123,533/participant), up 34.9% in 2024.
- $47M
- total plan assets (2024 EOY)
- 384
- covered participants
- 84th
- percentile by assets (of 116,472 plans)
- $123,533
- avg assets per participant
Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan vs the 2024 asset distribution
By assets, Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan outranks 84% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $12M |
| Employer EIN | 991405547 |
| Plan Effective Date | 2022-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- Exelon Corporation Retirement Program $6.1B · 8,898
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan by total assets, not by location.
Frequently Asked Questions
How did Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan assets move in 2024? ▼
Where does Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan? ▼
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Ways to act on Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan's numbers.
- By total assets, Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 991405547.
Read our methodology - how this data is sourced, computed, and verified.