Defined Benefit (Pension) · DOL Form 5500 · 2024

Baker Tilly Advisory Group Parent, LP Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
384
Participants Below avg headcount
84th
Percentile by assets National rank
$123,533
Avg per participant Near avg balance/head
PlainRetire home → About this data

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.

  • #16,999 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan covers 384 participants in Illinois, about 49% of the average Illinois filer (state average ~779 per filing). Assets: $47M.

#16,999
in Professional & Technical Services (20,173 peers)
+34.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan's outsized position by total assets

Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$47,436,524 Top 16% higher than 84% of 123,620 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 2024

Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan sits mid-pack in the medium band (384 participants).

Published 5500 schedule card

Filing strip 991405547 · Baker Tilly Advisory Group Parent, LP PY 2024 · Defined Benefit (Pension)

Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan · $47M · 384 · 84th

  • SCH $47M
  • SCH 384
  • SCH 84th
  • SCH Defined Benefit (Pension)
  • SCH near Nus Corporation Employees' Pension Plan
  • SCH ind #16999

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 Illinois →

Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan in the asset neighbourhood

Arclin Retirement Plan$48MBaker Tilly Advisory Group Parent, LP Market Based Cash Balance PlanBaker Tilly Advisory Group P…$47MNus Corporation Employees' Pension PlanNus Corporation Employees' P…$47MPlumbing and Pipefitting Industry Local 219 Pension PlanPlumbing and Pipefitting Ind…$47MPension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIOPension Plan for Employees o…$47M
End-of-year total assets ($M) among Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$47M
Net Income$12M
Employer EIN991405547
Plan Effective Date2022-06-01
Filing StatusFILING 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 Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan, Total assets ($B): 0.047436524 · Participants: 384Baker Tilly Advisory Group Parent, LP Market Based Cash Balance PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan side-by-side with 3 peers →

Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Nus Corporation Employees' Pension Plan in TX ($47M); by covered participants it is The Lozier Corporation Pension Plan and Trust in NE (384 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (384 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 Market Based Cash Balance Plan assets move in 2024? ▼
Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan surged - up 34.9% during 2024, from $35M to $47M. Reported net income was $12M.
Where does Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan rank by assets among Form 5500 filers? ▼
Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nus Corporation Employees' Pension Plan in TX ($47M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lozier Corporation Pension Plan and Trust in NE (384 participants, $137M in assets).

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.