Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Robert W Baird & Co. Incorporated
Most often reported for investment advisory and management
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.
Robert W Baird & Co. Incorporated is named as a service provider on the Schedule C of 151 retirement plans with 100 or more participants for plan year 2024, covering 718,137 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $11.8M. Per plan, the median was $62.48 per participant, with the middle half of plans between $28.63 and $122. 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 Wisconsin (41), Kentucky (24) and Pennsylvania (11).
In 2009 it appeared on 93 such filings; in 2024, 159 (up 71%). 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 | $28.63 | $62.48 | $122 |
| Compensation as a share of plan net assets | 0.03% | 0.10% | 0.21% |
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 |
|---|---|---|---|---|---|
| S.E.I.U. National Industry Pension Fund | Board of Trustees of the S.E.I.U. National Industry Pension Fund | DC | 168,072 | $1.70B | $80K |
| IBM 401(k) Plan | International Business Machines Corporation | NY | 149,818 | $59.4B | $848K |
| National Integrated Group Pension Plan | Board of Trustees of National Integrated Group Pension Plan | PA | 46,326 | $1.59B | $516K |
| Midwest Operating Engineers Pension Trust Fund | Trustees of the Midwest Operating Engineers Pension Trust Fund | IL | 31,707 | $5.77B | $646K |
| Laborers District Council & Contractors Pension Fund of Ohio | BD of Trustees, Laborers Dist Council & Constrs Pension Fund | OH | 30,539 | $2.69B | $215K |
| Building Trades United Pension Trust Fund Milwaukee and Vicinity | Building Trades United Pension Trust Fund | WI | 28,408 | $3.52B | $579K |
| Carpenters Pension Trust Fund of St. Louis | Trustees of Carpenters Benefit Plans of St. Louis | MO | 27,598 | $3.28B | $399K |
| Geodis USA Retirement Plan | Geodis Logistics, LLC | TN | 19,379 | $341M | $100K |
| Twin City Carpenters and Joiners Pension Fund | Board of Trustees of the Twin City Carpenters and Joiners Pension Fund | MN | 18,016 | $2.01B | $424K |
| SEIU Affiliates Officers and Employees Pension Plan | BD of Trustees SEIU Affiliates Officers and Employees Pension Plan | DC | 17,491 | $1.64B | $77K |
| Construction Industry Laborers Pension Fund | Construction Industry Laborers Pension Fund | MO | 14,224 | $1.05B | $196K |
| Cleveland Bakers and Teamsters Pension Fund | Joint Bot Cleveland Bakers and Teamsters Pension Fund | OH | 9,142 | $350M | $101K |
| Turnpoint 401(k) Plan | Essential Services Intermediate Holding Corporation DBA Turnpoint Serv | KY | 8,777 | $132M | $87K |
| Harley-Davidson Retirement Plan | Harley-Davidson Motor Company, Inc. | WI | 7,834 | $1.85B | $285K |
| Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan | Goodwill Industries of Southeastern Wisconsin, Inc. | WI | 6,796 | $29.9M | $7,943 |
| The Gates Matchmaker Plan | Gates Corporation | CO | 6,377 | $696M | $71K |
| Summa Health Retirement Income Plan and Trust | Summa Health | OH | 5,603 | $183M | $338K |
| Wec Energy Group Employee Retirement Savings Plan | Wec Energy Group, Inc. | WI | 5,066 | $1.98B | $14K |
| Msa Pension Plan | Msa Worldwide, LLC | PA | 4,981 | $575M | $111K |
| Wec Energy Group Retirement Savings Plan | Wec Energy Group, Inc. | WI | 4,934 | $1.69B | $11K |
| Pension Plan for Employees of the Service Employee Int'l Union | Service Employees Intl Union | DC | 4,654 | $371M | $17K |
| Waupaca Foundry, Inc. Consolidated Retirement Plan | Waupaca Foundry, Inc. | WI | 3,881 | $599M | $123K |
| Trek Bicycle Corporation 401(k) Plan | Trek Bicycle Corporation | WI | 3,762 | $245M | $100K |
| The Cooper Companies, Inc. Retirement Income Plan | The Cooper Companies, Inc. | CA | 3,148 | $161M | $15K |
| Arnold & Porter Profit-Sharing and 401(k) Plan and Trust | Arnold & Porter Kaye Scholer LLP | DC | 3,061 | $1.58B | $44K |
| WPS Pension Plan | WPS Insurance Corporation | WI | 2,965 | $317M | $413K |
| Retirement Plan for Employees of S.C. Johnson & So | S.C. Johnson & Son, Inc. | WI | 2,913 | $406M | $248K |
| Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan | Charter Manufacturing Company, Inc. | WI | 2,894 | $503M | $75K |
| Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan | Goodwill Industries of Southeastern Wisconsin, Inc. | WI | 2,861 | $55.4M | $17K |
| Prevea Clinic, Inc. 401(k) and Retirement Plan | Prevea Clinic, Inc. | WI | 2,860 | $492M | $74K |
| Partner Solutions Multiple Employer Plan | CSP Management, Inc. DBA Partner Solutions for Schools | MI | 2,559 | $63.7M | $144K |
| Confederated Tribes of Grand Ronde Retirement Plan | Confederated Tribes of the Grand Ronde Community of Oregon | OR | 2,495 | $151M | $125K |
| Oshkosh Corporation Hourly Employees' Retirement Plan | Oshkosh Corporation | WI | 2,386 | $166M | $81K |
| Freight Drivers and Helpers Local Union No. 557 Pension Plan | Board of Trustees, Freight Drivers and Helpers Local Union No. 557 | MD | 1,980 | $212M | $29K |
| Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan | Tennessee Orthopaedic Alliance, P.A. | TN | 1,890 | $237M | $31K |
| Pierce Manufacturing Inc. Pension Plan | Pierce Manufacturing, Inc. | WI | 1,860 | $157M | $77K |
| Oregon Tool 401(k) Retirement Profit Sharing Plus Plan | Oregon Tool, Inc. | OR | 1,832 | $295M | $59K |
| Painters District Council No. 3 Pension Fund | Painters District Council No. 3 Pension Fund | MO | 1,747 | $147M | $62K |
| NN, Inc. 401(k) Profit Sharing Plan | NN, Inc. | NC | 1,689 | $127M | $113K |
| Pension Plan for Salaried Employees of Stater Bros. Markets | Stater Bros. Markets | CA | 1,677 | $179M | $7,693 |
Questions and answers
How many plans does Robert W Baird & Co. Incorporated serve?
151 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 Robert W Baird & Co. Incorporated?
The median plan reported $62.48 per participant in direct and indirect compensation (147 plans reporting an amount), or 0.10% 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 Investment advisory (plan) (79 plans), Investment management (28 plans), Other services (23 plans) and Consulting (general) (8 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.