Filings through .
Baker Tilly US, LLP
Matched across 111 name variants in the filings
Baker Tilly US, LLP summary
Baker Tilly US, LLP appears on 679 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $320.8B in assets for 3,062,582 participants. The median client plan holds $101M. Most client plans are sponsored in CA, PA and TX. The largest clients by plan assets are Pacific Gas and Electric Company, The PNC Financial Services Group, Inc. and Fca US LLC. Plans reported $16.1M in direct and indirect compensation paid to Baker Tilly US, LLP. The median is $21K per plan.
- Participants
- 3,062,582
- Median plan assets
- $101M
- Median plan participants
- 1,100
- Median fees per plan
- $21K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Pacific Gas and Electric Company | CA | $18.7B | 59,597 |
| The PNC Financial Services Group, Inc., plan 001 | PA | $11.4B | 78,196 |
| Fca US LLC, plan 005 | MI | $10.1B | 95,848 |
| Warner Bros. Discovery, Inc. | NY | $9.2B | 38,868 |
| Stanford Health Care | CA | $8.6B | 40,546 |
| Boston Scientific Corporation | MA | $7.9B | 34,105 |
| Applied Materials, Inc. | CA | $7.1B | 20,716 |
| The PNC Financial Services Group, Inc., plan 002 | PA | $5.9B | 116,038 |
| Chubb Ina Holdings Inc. | PA | $5.6B | 22,907 |
| Amentum Services, Inc. | VA | $4.9B | 71,833 |
| HP Inc. | TX | $4.6B | 48,302 |
| Davita Inc. | CO | $4.5B | 76,313 |
| NC Transaction, Inc. | NY | $4.1B | 13,927 |
| Chubb Ina Holdings Inc. | PA | $4.0B | 13,556 |
| Cognizant Technology Solutions | TX | $3.7B | 53,609 |
| Fca US LLC, plan 004 | MI | $3.5B | 10,636 |
| Highmark Health, plan 334 | PA | $3.5B | 20,944 |
| Geisinger System Services | PA | $3.5B | 30,934 |
| Alcon Vision, LLC | TX | $3.3B | 12,910 |
| Triad National Security, LLC | NM | $3.1B | 17,002 |
| Highmark Health, plan 333 | PA | $3.1B | 33,878 |
| Lawrence Livermore National Security LLC | CA | $3.1B | 11,079 |
| Republic Services, Inc. | AZ | $3.0B | 43,434 |
| Keysight Technologies, Inc. | CA | $2.9B | 7,596 |
| Genuine Parts Company | GA | $2.9B | 42,220 |
- CAParticipants 59,597
- PAParticipants 78,196
- Fca US LLC, plan 005$10.1BMIParticipants 95,848
- NYParticipants 38,868
- Stanford Health Care$8.6BCAParticipants 40,546
- MAParticipants 34,105
- CAParticipants 20,716
- PAParticipants 116,038
- PAParticipants 22,907
- VAParticipants 71,833
- HP Inc.$4.6BTXParticipants 48,302
- Davita Inc.$4.5BCOParticipants 76,313
- NC Transaction, Inc.$4.1BNYParticipants 13,927
- PAParticipants 13,556
- TXParticipants 53,609
- Fca US LLC, plan 004$3.5BMIParticipants 10,636
- PAParticipants 20,944
- PAParticipants 30,934
- Alcon Vision, LLC$3.3BTXParticipants 12,910
- NMParticipants 17,002
- PAParticipants 33,878
- CAParticipants 11,079
- AZParticipants 43,434
- CAParticipants 7,596
- GAParticipants 42,220
Top client states
- CA119 plans
- PA85 plans
- TX64 plans
- NY39 plans
- WI36 plans
Frequently asked questions
- Who uses Baker Tilly US, LLP?
- 679 retirement plans list Baker Tilly US, LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Pacific Gas and Electric Company, The PNC Financial Services Group, Inc., Fca US LLC, Warner Bros. Discovery, Inc. and Stanford Health Care. Most client plans are sponsored in CA, PA and TX.
- How many plans does Baker Tilly US, LLP serve?
- Baker Tilly US, LLP serves 679 retirement plans with $320.8B in plan assets and 3,062,582 participants, based on the latest Form 5500 filings through 2024.
- What does Baker Tilly US, LLP charge?
- Plans reported $16.1M in total Schedule C compensation paid to Baker Tilly US, LLP. The median plan paid $21K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Baker Tilly US as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 3 |
| Capital Group | 2 |
| Fidelity (FMR) | 2 |
| Voya | 1 |
| Dimensional | 1 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.