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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.

135plans naming this provider
513,133participant records in those plans
$3.0Mcompensation reported, direct and indirect
$12.56median reported per participant134 plans with an amount

For plan year 2024, 135 retirement plans with 100 or more participants reported paying Baker Tilly US, LLP $5,000 or more. Those plans cover 513,133 participant records, and the service most often reported is accounting and auditing.

Reported compensation from those plans, direct and indirect, totalled $3.0M. Per plan, the median was $12.56 per participant, with the middle half of plans between $5.49 and $36.15. 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 (30), Wisconsin (15) and Illinois (13).

In 2009 it appeared on 60 such filings; in 2024, 139 (up 132%). 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 plans25th percentileMedian75th percentile
Compensation per participant$5.49$12.56$36.15
Compensation as a share of plan net assets0.01%0.02%0.04%

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

2009: 602010: 782011: 832012: 1022013: 1252014: 1562015: 1852016: 2062017: 1942018: 2112019: 2592020: 2692021: 3002022: 3212023: 2632024: 1396032113920092012201620202024
Plans with 100+ participants naming this provider
2009: $690K2010: $908K2011: $1.0M2012: $1.2M2013: $1.7M2014: $2.3M2015: $2.9M2016: $3.1M2017: $3.1M2018: $3.4M2019: $4.3M2020: $4.8M2021: $5.5M2022: $6.4M2023: $5.9M2024: $3.1M$690K$6.4M$3.1M20092012201620202024
Compensation reported by those plans

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

Accounting (including auditing)107
Consulting (pension)4
Other services4
Contract Administrator3
Actuarial3
Investment advisory (plan)3

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Amentum 401(k) Retirement PlanAmentum Services, Inc.VA44,630$2.49B$165K
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings PlanYale-New Haven Hospital, Inc.CT31,516$1.07B$17K
Allegheny Health Network 401(k) PlanAllegheny Health NetworkPA30,839$1.44B$22K
Reyes Holdings Retirement PlanReyes Holdings, L.L.C.IL28,836$2.11B$41K
Precision Castparts Corp. 401(k) Retirement Savings PlanPrecision Castparts Corp.OR23,698$2.48B$55K
Highmark Investment PlanHighmark HealthPA21,288$2.86B$25K
Schneider National, Inc. 401(k) Savings and Retirement PlanSchneider National, Inc.WI18,168$893M$24K
Retirement Savings Plan for Employees of West Penn Allegheny Health SystemWest Penn Allegheny Health SystemPA15,107$1.22B$23K
Quad/graphics Diversified PlanQuad/graphics, Inc.WI13,883$2.08B$26K
Vestis Retirement Savings PlanVestis Uniforms and Workplace Supplies, Inc.GA13,477$638M$11K
Fca US LLC Pension PlanFca US LLCMI11,869$3.73B$20K
Hni Corporation 401(k) PlanHni CorporationIA11,042$1.47B$10K
Lineage Logistics 401(k) PlanLineage Logistics Holdings, LLCMI10,204$493M$50K
Gruma Corporation Retirement Savings PlanGruma CorporationTX9,662$346M$49K
Kelsey-Seybold 401(k) PlanKS Management Services, L.L.C.MN8,442$744M$24K
Capital Health Retirement Savings & Investment PlanCapital Health System, Inc.NJ8,230$450M$32K
Precision Castparts Corp. Retirement PlanPrecision Castparts Corp.OR8,000$1.20B$28K
Zoll Medical Corporation Employee Savings PlanZoll Medical CorporationMA6,809$782M$39K
National Girl Scout Council Retirement PlanGirl Scouts of the USANY6,669$430M$41K
Audacy Inc. 401(k) Savings & Retirement PlanAudacy Inc.PA6,591$819M$7,558
Service Experts LLC 401(k) PlanService Experts LLCTX6,533$152M$20K
Retirement Plan for Great Dane LLCGreat Dane LLCIL6,290$298M$32K
Maxar 401(k) Profit Sharing PlanMaxar Technologies Inc.CO6,272$1.32B$42K
PPL Retirement PlanPPL Services CorporationPA6,073$1.46B$17K
Sleep Number Profit Sharing and 401(k) PlanSleep Number CorporationMN5,265$257M$11K
The Profit Sharing and 401(k) PlanSchottenstein Stores Corp.OH5,141$163M$19K
Realpage, Inc. 401(k) Retirement PlanRealpage, Inc.TX5,108$365M$30K
Msa Pension PlanMsa Worldwide, LLCPA4,981$575M$16K
Atlas Technical Consultants 401(k) PlanAtlas Technical Consultants, LLCTX4,970$326M$91K
Bar-S Foods Co. 401(k) and Profit Sharing PlanBar-S Foods Co.AZ4,444$212M$16K
Kennametal Thrift Plus PlanKennametal Inc.SC4,429$595M$7,750
Clarivate Analytics 401(k) Savings PlanClarivate Analytics (US) LLCMI3,730$520M$13K
Steel Partners 401(k) Savings PlanSteel Services Ltd.NY3,726$287M$34K
Spectrum Brands 401(k) Retirement Savings PlanSpectrum Brands, Inc.WI3,657$337M$98K
Vitalcaring Group 401(k) PlanTVG NP Homecare Acquisition, Inc. d/b/a Vitalcaring GroupTX3,437$27.6M$20K
Reed Smith 401(k) PlanReed Smith LLPPA3,414$1.19B$16K
Covington & Burling Retirement Savings PlanCovington & Burling LLPDC3,400$1.71B$25K
Good Shepherd Retirement PlanGood Shepherd Rehabilitation NetworkPA3,398$179M$22K
Retirement Pension Plan for Employees of JPS Industries Holdings LLCJPS Industries Holdings LLCNY3,386$56.7M$33K
Employees' Retirement Plan of Consolidated Electrical Distributors, Inc.Consolidated Electrical Distributors, Inc.TX3,192$1.15B$35K

Questions and answers

How many plans does Baker Tilly US, LLP serve?

135 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 $12.56 per participant in direct and indirect compensation (134 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) (107 plans), Consulting (pension) (4 plans), Other services (4 plans) and Contract Administrator (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.