Defined Benefit (Pension) · DOL Form 5500 · 2023
Baker Tilly Advisory Group Parent, LP Pension Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 392
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $89,723
- Avg per participant Below avg balance/head
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
$35M in assets, 392 participants
Baker Tilly Advisory Group Parent, LP's Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan reported $35M in total assets and 392 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #16,678 in Professional & Technical Services (20,321 peers)
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, $35M for 392 participants (~$89,723/participant), up 173.3% in 2023.
- #16,678
- in Professional & Technical Services (20,321 peers)
- +173.3%
- assets growth YoY
- 0.4×
- 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 2023 · DOL Form 5500
$35,171,589 Top 19% higher than 81% of 127,068 filed plans
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 Market Based Cash Balance Plan among mid-size filed plans by 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 Market Based Cash Balance Plan sits mid-pack in the medium band (392 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan end-of-year assets rose from $13M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan reported net income rose from $13M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan reported participants rose from N/A in the plan year 2022 filing to 392 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 390859910 · Baker Tilly Advisory Group Parent, LP PY 2023 · Defined Benefit (Pension)
Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan · $35M · 392 · 81st
- EOY $35M
- EOY 392
- EOY 81st
- EOY Defined Benefit (Pension)
- EOY near Food Pantry, Ltd. Pension Plan
- EOY ind #16678
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $22M |
| Employer EIN | 390859910 |
| Plan Effective Date | 2022-06-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,970 | $959M |
| 2023 | 2 | 7,568 | $1.2B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
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 Food Pantry, Ltd. Pension Plan in HI ($35M); by covered participants it is Oxychem Pension Plan for Union Represented Employees in TX (392 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (392 participants); asset peers above are excluded.
- Oxychem Pension Plan for Union Represented Employees (TX) 392 · 0 off
- Plumbers and Steamfitters Local 102 Pension Plan (TN) 392 · 0 off
- Miami Ironworkers Local #272 Pension Trust Fund (FL) 392 · 0 off
- Pjm Interconnection, LLC Pension Plan (PA) 391 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.