Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Baker Tilly US, LLP
Most often reported for accounting and auditing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 222 retirement plans with 100 or more participants reported paying Baker Tilly US, LLP $5,000 or more. Those plans cover 990,114 participant records, and the service most often reported is accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $4.6M. Per plan, the median was $12.24 per participant, with the middle half of plans between $5.24 and $27.66. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (32), Texas (32) and Wisconsin (16).
In 2023 it appeared on 70 such filings; in 2024, 223 (up 219%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $5.24 | $12.24 | $27.66 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Fca US LLC UAW Pension Agreement | Fca US LLC | MI | 98,708 | $10.3B | $56K |
| Aramark Hourly 401(k) Plan | Aramark Services, Inc. Retirement Benefits | PA | 96,767 | $252M | $39K |
| The PNC Financial Services Group, Inc. Incentive Savings Plan | The PNC Financial Services Group, Inc. | PA | 75,644 | $10.2B | $31K |
| West Virginia University Health System 403(b) Retirement Savings Plan | Wvu Health System | WV | 39,825 | $1.75B | $44K |
| Global Medical Response, Inc. 401(k) Plan | Global Medical Response, Inc. | CO | 38,236 | $1.75B | $79K |
| Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan | Yale-New Haven Hospital, Inc. | CT | 31,139 | $2.31B | $17K |
| Aramark Retirement Savings Plan for Salaried Employees | Aramark Retirement Savings Plan for Salaried Employees | PA | 27,719 | $1.43B | $39K |
| Sunrise Senior Living 401(k) Plan | Sunrise Senior Living, LLC | VA | 25,515 | $360M | $48K |
| RR Donnelley Savings Plan | R. R. Donnelley & Sons Company | IL | 19,519 | $1.40B | $38K |
| The Brightview 401(k) Plan | Brightview Landscapes, LLC | PA | 16,923 | $378M | $24K |
| Worldwide Flight Services, Inc. 401(k) Plan | Worldwide Flight Services, Inc. | TX | 16,245 | $83.3M | $14K |
| Tetra Tech, Inc. and Subsidiaries Retirement Plan | Tetra Tech, Inc. | CT | 14,215 | $2.16B | $36K |
| Akima, LLC 401(k) Plan | Akima, LLC | VA | 14,087 | $555M | $51K |
| Pension Plan of the Chubb Corporation | Chubb Ina Holdings Inc. | PA | 13,753 | $3.75B | $65K |
| Alcon 401(k) Savings Plan | Alcon Vision, LLC | TX | 12,919 | $2.94B | $68K |
| Iheart Media, Inc. 401(k) Savings Plan | Iheart Communications, Inc. | TX | 11,747 | $1.45B | $30K |
| Devereux Defined Contribution Retirement Plan | The Devereux Foundation | PA | 11,584 | $595M | $21K |
| Sonic Healthcare USA Savings Plan | Sonic Healthcare USA, Inc. | TX | 11,089 | $588M | $28K |
| Atrius 401(k) Retirement Savings Plan | Atrius Mso, LLC | MN | 10,541 | $1.61B | $22K |
| Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg | Southern California Permanente Medical Group | CA | 9,731 | $899M | $12K |
| Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust | Tyler Technologies, Inc. | TX | 8,914 | $1.21B | $20K |
| Western Connecticut Health Network Pension Plan | Western Connecticut Health Network, Inc. | CT | 8,631 | $922M | $28K |
| Amcor 401(k) Plan | Amcor Flexibles North America, Inc. | WI | 8,582 | $1.25B | $30K |
| Associa, Inc. 401(k) Plan | Associations, Inc. | TX | 8,516 | $130M | $6,300 |
| Brookfield 401(k) Savings Plan | Brookfield Asset Management LLC | OH | 8,312 | $1.23B | $68K |
| Novolex Holdings, LLC 401(k) Plan | Novolex Holdings, LLC | SC | 8,295 | $385M | $20K |
| Fca US LLC Consolidated Plan | Fca US LLC | MI | 7,337 | $643M | $18K |
| Bridgeport Hospital Employer Contribution Retirement Plan | Bridgeport Hospital | CT | 7,278 | $254M | $16K |
| Pension Plan for Employees of SKF USA Inc. | SKF USA Inc. | PA | 6,881 | $614M | $19K |
| Bridgeport Hospital Tax Sheltered Annuity Plan | Bridgeport Hospital | CT | 6,416 | $287M | $17K |
| American Renal Management LLC 401(k) Plan | American Renal Management LLC | MA | 5,764 | $134M | $10K |
| Senior Lifestyle Corporation 401(k) Retirement Plan | Senior Lifestyle Corporation | IL | 5,764 | $33.2M | $52K |
| WHX Pension Plan II | Handy & Harman Ltd. | NY | 5,605 | $271M | $39K |
| Solera Holdings, LLC Retirement Savings Plan | Claims Services Group, LLC | TX | 5,434 | $315M | $53K |
| West Virginia University Health System 401(k) Plan | Wvu Health System | WV | 5,415 | $255M | $23K |
| Lawrence & Memorial Hospital 401(k) Plan | Lawrence & Memorial Hospital | CT | 5,412 | $369M | $16K |
| Peacehealth Southwest Medical Center Retirement Savings Plan | Peacehealth | WA | 5,224 | $344M | $17K |
| Autokiniton Retirement Savings Plan | Autokiniton US Holdings, Inc. | MI | 4,996 | $302M | $16K |
| Schneider Electric Pension Plan | Schneider Electric Holdings, Inc. | IL | 4,988 | $48.2M | $33K |
| The Alden Network 401(k) Plan | The Alden Group, Ltd. | IL | 4,783 | $128M | $19K |
Questions and answers
How many plans does Baker Tilly US, LLP serve?
222 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Baker Tilly US, LLP?
The median plan reported $12.24 per participant in direct and indirect compensation (217 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Accounting (including auditing) (199 plans), Recordkeeping and information management (6 plans), Consulting (pension) (6 plans) and Consulting (general) (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.