Robert W. Baird 401(k) plan

Robert W. Baird & Co., Inc., Milwaukee, WI. EIN 39-6037917. Annual reports 2009–2024. Also filed as Robert W. Baird & Co., Inc. Attn Mary Jo Trotter.

Robert W. Baird & Co., Inc. has one active retirement plan on file, the Baird Profit Sharing & Savings Plan, with 6,394 participants and $2.2 billion in assets in 2024. Principal has been its recordkeeper since 2010. No traditional pension plan appears in Robert W. Baird's filings since 2009.

Active plans: 1
Participants: 6,394
Plan assets: $2.2 billion
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Finance and insurance

The plan

Baird Profit Sharing & Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 39-6037917
Participants (2024): 6,394
Net assets (2024): $2.2 billion
Recordkeeper: Principal2010–2024
Plan administrator: Robert W. Baird & Co., Inc. Profit Sharing Committee
777 E. Wisconsin Avenue
Milwaukee, WI 53202
(414) 765-3500As filed for 2024
In effect since: January 1, 1975

Earlier sponsor: Robert W. Baird & Co., Inc. Attn Mary Jo Trotter (2009).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,394	$2.2 billion	Principal
2023	6,221	$1.9 billion	Principal
2022	6,053	$1.6 billion	Principal
2021	5,615	$1.8 billion	Principal
2020	5,328	$1.5 billion	Principal
2019	5,422	$1.3 billion	Principal
2018	4,368	$869 million	Principal
2017	4,120	$874 million	Principal
2016	3,979	$700 million	Principal
2015	3,788	$622 million	Principal
2014	3,623	$584 million	Principal
2013	3,374	$529 million	Principal
2012	3,215	$421 million	Principal
2011	3,123	$357 million	Principal
2010	2,981	$351 million	Principal
2009	3,080	$299 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Baird Profit Sharing & Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((414) 765-3500). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Baird Profit Sharing & Savings Plan

If you had money in one of these plans

What these numbers are

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