Filings through .
Robert W Baird & Co Incorporated
Matched across 85 name variants in the filings
Robert W Baird & Co Incorporated summary
Robert W Baird & Co Incorporated appears on 169 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $37.4B in assets for 344,227 participants. The median client plan holds $28.1M. Most client plans are sponsored in WI, KY and MD. The largest clients by plan assets are Trustees of the Midwest Operating Engineers Pension Trust Fund, BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund and Northwell Health, Inc.. Plans reported $9.3M in direct and indirect compensation paid to Robert W Baird & Co Incorporated. The median is $38K per plan.
- Participants
- 344,227
- Median plan assets
- $28.1M
- Median plan participants
- 374
- Median fees per plan
- $38K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- ILParticipants 31,707
- ILParticipants 30,331
- NYParticipants 46,906
- WIParticipants 5,193
- ILParticipants 33,323
- WIParticipants 7,665
- WIParticipants 4,875
- DCParticipants 3,126
- MIParticipants 28,837
- OHParticipants 3,485
- Gates Corporation$737MCOParticipants 5,949
- Msa Worldwide, LLC$635MPAParticipants 4,915
- WIParticipants 3,631
- WIParticipants 2,886
- Prevea Clinic, Inc.$547MWIParticipants 2,764
- TNParticipants 29,452
- Oregon Tool, Inc.$321MORParticipants 1,703
- Godfrey & Kahn, S.C.$275MWIParticipants 505
- WIParticipants 3,564
- TNParticipants 2,018
- NJParticipants 1,626
- MDParticipants 2,085
- WIParticipants 571
- WAParticipants 571
- OHParticipants 5,486
Top client states
- WI41 plans
- KY25 plans
- MD13 plans
- PA12 plans
- MI9 plans
Frequently asked questions
- Who uses Robert W Baird & Co Incorporated?
- 169 retirement plans list Robert W Baird & Co Incorporated as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of the Midwest Operating Engineers Pension Trust Fund, BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund, Northwell Health, Inc., Wec Energy Group, Inc. and Trustees of UFCW Unions & Employers Midwest Pension Fund. Most client plans are sponsored in WI, KY and MD.
- How many plans does Robert W Baird & Co Incorporated serve?
- Robert W Baird & Co Incorporated serves 169 retirement plans with $37.4B in plan assets and 344,227 participants, based on the latest Form 5500 filings through 2024.
- What does Robert W Baird & Co Incorporated charge?
- Plans reported $9.3M in total Schedule C compensation paid to Robert W Baird & Co Incorporated. The median plan paid $38K. 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 Robert W Baird & CO as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| T. Rowe Price | 2 |
| Capital Group | 2 |
| MFS (Sun Life) | 2 |
| Fidelity (FMR) | 1 |
| JPMorgan | 1 |
Target-date series
| Series | Plans |
|---|---|
| T. Rowe Price Retirement | 2 |
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.