Robert W. Baird & Co. Inc.
Plan context: Baird Profit Sharing & Savings Plan
EIN 39-6037917 • Milwaukee, WI • 164 filings • 20 plans
Current Snapshot
Latest Year
2024
2024 Participants
5,264
2024 Assets
$2,186,434,009
2024 Contributions
$181,405,427
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 5,264 | $2,186,434,009 | $181,405,427 | $34,462iApproximate average salary by contribution assumption: employee only about $861,538 at 4% or $574,359 at 6%; with 50% employer match about $574,359 at 4% or $382,906 at 6%; with 100% employer match about $430,769 at 4% or $287,179 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 5,264 | $2,186,434,009 | $181,405,427 | $34,462iApproximate average salary by contribution assumption: employee only about $861,538 at 4% or $574,359 at 6%; with 50% employer match about $574,359 at 4% or $382,906 at 6%; with 100% employer match about $430,769 at 4% or $287,179 at 6%. |
| Robert W. Baird & Co. Inc. Health and Welfare Benefit Plan | - | 5,042 | - | - | - |
| 2023 | 2 | 5,092 | $1,896,844,251 | $168,547,283 | $33,100iApproximate average salary by contribution assumption: employee only about $827,510 at 4% or $551,673 at 6%; with 50% employer match about $551,673 at 4% or $367,782 at 6%; with 100% employer match about $413,755 at 4% or $275,837 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 5,092 | $1,896,844,251 | $168,547,283 | $33,100iApproximate average salary by contribution assumption: employee only about $827,510 at 4% or $551,673 at 6%; with 50% employer match about $551,673 at 4% or $367,782 at 6%; with 100% employer match about $413,755 at 4% or $275,837 at 6%. |
| Robert W. Baird & Co. Inc. Health and Welfare Benefit Plan | - | 4,944 | - | - | - |
| 2022 | 2 | 4,919 | $1,577,705,535 | $184,687,936 | $37,546iApproximate average salary by contribution assumption: employee only about $938,646 at 4% or $625,764 at 6%; with 50% employer match about $625,764 at 4% or $417,176 at 6%; with 100% employer match about $469,323 at 4% or $312,882 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 4,919 | $1,577,705,535 | $184,687,936 | $37,546iApproximate average salary by contribution assumption: employee only about $938,646 at 4% or $625,764 at 6%; with 50% employer match about $625,764 at 4% or $417,176 at 6%; with 100% employer match about $469,323 at 4% or $312,882 at 6%. |
| Robert W. Baird & Co. Inc. Health and Welfare Benefit Plan | - | 4,797 | - | - | - |
| 2021 | 2 | 4,575 | $1,818,758,721 | $181,997,095 | $39,781iApproximate average salary by contribution assumption: employee only about $994,520 at 4% or $663,013 at 6%; with 50% employer match about $663,013 at 4% or $442,009 at 6%; with 100% employer match about $497,260 at 4% or $331,507 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 4,575 | $1,818,758,721 | $181,997,095 | $39,781iApproximate average salary by contribution assumption: employee only about $994,520 at 4% or $663,013 at 6%; with 50% employer match about $663,013 at 4% or $442,009 at 6%; with 100% employer match about $497,260 at 4% or $331,507 at 6%. |
| Robert W. Baird & Co. Inc. Health and Welfare Benefit Plan | - | 4,445 | - | - | - |
| 2020 | 2 | 4,352 | $1,541,634,801 | $118,785,306 | $27,294iApproximate average salary by contribution assumption: employee only about $682,360 at 4% or $454,907 at 6%; with 50% employer match about $454,907 at 4% or $303,271 at 6%; with 100% employer match about $341,180 at 4% or $227,453 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 4,352 | $1,541,634,801 | $118,785,306 | $27,294iApproximate average salary by contribution assumption: employee only about $682,360 at 4% or $454,907 at 6%; with 50% employer match about $454,907 at 4% or $303,271 at 6%; with 100% employer match about $341,180 at 4% or $227,453 at 6%. |
| Robert W. Baird & Co. Inc. Health and Welfare Benefit Plan | - | 4,343 | - | - | - |
| 2019 | 8 | 4,486 | $1,288,732,661 | $264,102,260 | $58,873iApproximate average salary by contribution assumption: employee only about $1,471,814 at 4% or $981,209 at 6%; with 50% employer match about $981,209 at 4% or $654,139 at 6%; with 100% employer match about $735,907 at 4% or $490,605 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 4,486 | $1,288,732,661 | $264,102,260 | $58,873iApproximate average salary by contribution assumption: employee only about $1,471,814 at 4% or $981,209 at 6%; with 50% employer match about $981,209 at 4% or $654,139 at 6%; with 100% employer match about $735,907 at 4% or $490,605 at 6%. |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 0 | - | - | - |
| Baird Long Term Care Coverage Plan | - | 0 | - | - | - |
| Baird Critical Illness Insurance Plan | - | 0 | - | - | - |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 0 | - | - | - |
| Baird Group Variable Universal Life Program Plan | - | 0 | - | - | - |
| Baird Voluntary Ad&D Plan | - | 0 | - | - | - |
| Baird Group Legal Services Plan | - | 0 | - | - | - |
| 2018 | 10 | 3,590 | $868,801,378 | $93,319,075 | $25,994iApproximate average salary by contribution assumption: employee only about $649,854 at 4% or $433,236 at 6%; with 50% employer match about $433,236 at 4% or $288,824 at 6%; with 100% employer match about $324,927 at 4% or $216,618 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 3,590 | $868,801,378 | $93,319,075 | $25,994iApproximate average salary by contribution assumption: employee only about $649,854 at 4% or $433,236 at 6%; with 50% employer match about $433,236 at 4% or $288,824 at 6%; with 100% employer match about $324,927 at 4% or $216,618 at 6%. |
| Baird Group Variable Universal Life Program Plan | - | 1,217 | - | - | - |
| Baird Critical Illness Insurance Plan | - | 526 | - | - | - |
| Baird Voluntary Ad&D Plan | - | 1,747 | - | - | - |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 3,452 | - | - | - |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 2,897 | - | - | - |
| Baird Group Legal Services Plan | - | 253 | - | - | - |
| Baird Long Term Care Coverage Plan | - | 285 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 0 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 0 | - | - | - |
| 2017 | 10 | 3,390 | $873,586,116 | $72,126,524 | $21,276iApproximate average salary by contribution assumption: employee only about $531,907 at 4% or $354,604 at 6%; with 50% employer match about $354,604 at 4% or $236,403 at 6%; with 100% employer match about $265,953 at 4% or $177,302 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 3,390 | $873,586,116 | $72,126,524 | $21,276iApproximate average salary by contribution assumption: employee only about $531,907 at 4% or $354,604 at 6%; with 50% employer match about $354,604 at 4% or $236,403 at 6%; with 100% employer match about $265,953 at 4% or $177,302 at 6%. |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 3,245 | - | - | - |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 2,764 | - | - | - |
| Baird Group Legal Services Plan | - | 202 | - | - | - |
| Baird Long Term Care Coverage Plan | - | 292 | - | - | - |
| Baird Group Variable Universal Life Program Plan | - | 1,242 | - | - | - |
| Baird Critical Illness Insurance Plan | - | 466 | - | - | - |
| Baird Voluntary Ad&D Plan | - | 1,416 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 3,365 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 2,490 | - | - | - |
| 2016 | 10 | 3,290 | $700,350,978 | $64,925,424 | $19,734iApproximate average salary by contribution assumption: employee only about $493,354 at 4% or $328,903 at 6%; with 50% employer match about $328,903 at 4% or $219,269 at 6%; with 100% employer match about $246,677 at 4% or $164,451 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 3,290 | $700,350,978 | $64,925,424 | $19,734iApproximate average salary by contribution assumption: employee only about $493,354 at 4% or $328,903 at 6%; with 50% employer match about $328,903 at 4% or $219,269 at 6%; with 100% employer match about $246,677 at 4% or $164,451 at 6%. |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 2,684 | - | - | - |
| Baird Group Legal Services Plan | - | 197 | - | - | - |
| Baird Long Term Care Coverage Plan | - | 265 | - | - | - |
| Baird Group Variable Universal Life Program Plan | - | 1,293 | - | - | - |
| Baird Critical Illness Insurance Plan | - | 416 | - | - | - |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 3,231 | - | - | - |
| Baird Voluntary Ad&D Plan | - | 1,319 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 3,215 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 2,416 | - | - | - |
| 2015 | 10 | 3,191 | $621,519,432 | $62,137,817 | $19,473iApproximate average salary by contribution assumption: employee only about $486,821 at 4% or $324,547 at 6%; with 50% employer match about $324,547 at 4% or $216,365 at 6%; with 100% employer match about $243,410 at 4% or $162,274 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 3,191 | $621,519,432 | $62,137,817 | $19,473iApproximate average salary by contribution assumption: employee only about $486,821 at 4% or $324,547 at 6%; with 50% employer match about $324,547 at 4% or $216,365 at 6%; with 100% employer match about $243,410 at 4% or $162,274 at 6%. |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 3,189 | - | - | - |
| Baird Group Legal Services Plan | - | 183 | - | - | - |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 2,505 | - | - | - |
| Baird Long Term Care Coverage Plan | - | 251 | - | - | - |
| Baird Group Variable Universal Life Program Plan | - | 1,342 | - | - | - |
| Baird Critical Illness Insurance Plan | - | 419 | - | - | - |
| Baird Voluntary Ad&D Plan | - | 328 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 3,162 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 2,396 | - | - | - |
| 2014 | 10 | 3,234 | $583,572,314 | $52,168,738 | $16,131iApproximate average salary by contribution assumption: employee only about $403,283 at 4% or $268,856 at 6%; with 50% employer match about $268,856 at 4% or $179,237 at 6%; with 100% employer match about $201,642 at 4% or $134,428 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 3,234 | $583,572,314 | $52,168,738 | $16,131iApproximate average salary by contribution assumption: employee only about $403,283 at 4% or $268,856 at 6%; with 50% employer match about $268,856 at 4% or $179,237 at 6%; with 100% employer match about $201,642 at 4% or $134,428 at 6%. |
| Baird Group Variable Universal Life Program Plan | - | 1,313 | - | - | - |
| Baird Critical Illness Insurance Plan | - | 394 | - | - | - |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 3,030 | - | - | - |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 2,356 | - | - | - |
| Baird Group Legal Services Plan | - | 168 | - | - | - |
| Baird Long Term Care Coverage Plan | - | 246 | - | - | - |
| Baird Voluntary Ad&D Plan | - | 982 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 3,122 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 2,371 | - | - | - |
| 2013 | 10 | 2,854 | $528,783,058 | $46,607,949 | $16,331iApproximate average salary by contribution assumption: employee only about $408,269 at 4% or $272,179 at 6%; with 50% employer match about $272,179 at 4% or $181,453 at 6%; with 100% employer match about $204,134 at 4% or $136,090 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 2,854 | $528,783,058 | $46,607,949 | $16,331iApproximate average salary by contribution assumption: employee only about $408,269 at 4% or $272,179 at 6%; with 50% employer match about $272,179 at 4% or $181,453 at 6%; with 100% employer match about $204,134 at 4% or $136,090 at 6%. |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 2,812 | - | - | - |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 2,320 | - | - | - |
| Baird Group Legal Services Plan | - | 188 | - | - | - |
| Baird Long Term Care Coverage Plan | - | 243 | - | - | - |
| Baird Group Variable Universal Life Program Plan | - | 1,267 | - | - | - |
| Baird Critical Illness Insurance Plan | - | 339 | - | - | - |
| Baird Voluntary Ad&D Plan | - | 977 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 2,836 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 2,134 | - | - | - |
| 2012 | 10 | 2,781 | $421,153,632 | $41,668,258 | $14,983iApproximate average salary by contribution assumption: employee only about $374,580 at 4% or $249,720 at 6%; with 50% employer match about $249,720 at 4% or $166,480 at 6%; with 100% employer match about $187,290 at 4% or $124,860 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 2,716 | $421,153,632 | $41,668,258 | $15,342iApproximate average salary by contribution assumption: employee only about $383,544 at 4% or $255,696 at 6%; with 50% employer match about $255,696 at 4% or $170,464 at 6%; with 100% employer match about $191,772 at 4% or $127,848 at 6%. |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 2,671 | - | - | - |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 2,218 | - | - | - |
| Baird Group Legal Services Plan | - | 175 | - | - | - |
| Baird Long Term Care Coverage Plan | - | 222 | - | - | - |
| Baird Group Variable Universal Life Program Plan | - | 1,273 | - | - | - |
| Baird Critical Illness Insurance Plan | - | 296 | - | - | - |
| Baird Voluntary Ad&D Plan | - | 935 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 2,781 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 2,128 | - | - | - |
| 2011 | 6 | 2,643 | $356,961,077 | $36,983,248 | $13,993iApproximate average salary by contribution assumption: employee only about $349,823 at 4% or $233,215 at 6%; with 50% employer match about $233,215 at 4% or $155,477 at 6%; with 100% employer match about $174,911 at 4% or $116,608 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 2,641 | $356,961,077 | $36,983,248 | $14,004iApproximate average salary by contribution assumption: employee only about $350,088 at 4% or $233,392 at 6%; with 50% employer match about $233,392 at 4% or $155,594 at 6%; with 100% employer match about $175,044 at 4% or $116,696 at 6%. |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 2,619 | - | - | - |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 2,037 | - | - | - |
| Baird Group Legal Services Plan | - | 181 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 2,643 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 2,048 | - | - | - |
| 2010 | 6 | 2,517 | $351,156,808 | $34,823,136 | $13,835iApproximate average salary by contribution assumption: employee only about $345,879 at 4% or $230,586 at 6%; with 50% employer match about $230,586 at 4% or $153,724 at 6%; with 100% employer match about $172,940 at 4% or $115,293 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 2,511 | $351,156,808 | $34,823,136 | $13,868iApproximate average salary by contribution assumption: employee only about $346,706 at 4% or $231,137 at 6%; with 50% employer match about $231,137 at 4% or $154,091 at 6%; with 100% employer match about $173,353 at 4% or $115,569 at 6%. |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 2,508 | - | - | - |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 2,006 | - | - | - |
| Baird Group Legal Services Plan | - | 161 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 2,517 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 1,997 | - | - | - |
| 2009 | 6 | 2,406 | $299,173,751 | $29,081,807 | $12,087iApproximate average salary by contribution assumption: employee only about $302,180 at 4% or $201,453 at 6%; with 50% employer match about $201,453 at 4% or $134,302 at 6%; with 100% employer match about $151,090 at 4% or $100,727 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 2,397 | $299,173,751 | $29,081,807 | $12,133iApproximate average salary by contribution assumption: employee only about $303,315 at 4% or $202,210 at 6%; with 50% employer match about $202,210 at 4% or $134,807 at 6%; with 100% employer match about $151,657 at 4% or $101,105 at 6%. |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 1,905 | - | - | - |
| Baird Group Legal Services Plan | - | 145 | - | - | - |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 2,406 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 1,934 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 2,401 | - | - | - |
| 2008 | 6 | 2,328 | $230 | $30,824,491 | $13,241iApproximate average salary by contribution assumption: employee only about $331,019 at 4% or $220,679 at 6%; with 50% employer match about $220,679 at 4% or $147,120 at 6%; with 100% employer match about $165,510 at 4% or $110,340 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 2,328 | $230 | $30,824,491 | $13,241iApproximate average salary by contribution assumption: employee only about $331,019 at 4% or $220,679 at 6%; with 50% employer match about $220,679 at 4% or $147,120 at 6%; with 100% employer match about $165,510 at 4% or $110,340 at 6%. |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 1,819 | - | - | - |
| Baird Group Legal Services Plan | - | 124 | - | - | - |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 2,295 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 1,839 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 2,251 | - | - | - |
| 2007 | 6 | 2,219 | $324,131,993 | $32,351,721 | $14,579iApproximate average salary by contribution assumption: employee only about $364,485 at 4% or $242,990 at 6%; with 50% employer match about $242,990 at 4% or $161,993 at 6%; with 100% employer match about $182,243 at 4% or $121,495 at 6%. |
| Baird Profit Sharing & Savings Plan | - | 2,218 | $324,131,993 | $32,351,721 | $14,586iApproximate average salary by contribution assumption: employee only about $364,650 at 4% or $243,100 at 6%; with 50% employer match about $243,100 at 4% or $162,067 at 6%; with 100% employer match about $182,325 at 4% or $121,550 at 6%. |
| Robert W. Baird & Co. Incorporated Health Care Plan | - | 1,809 | - | - | - |
| Baird Group Legal Services Plan | - | 140 | - | - | - |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 2,219 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 1,760 | - | - | - |
| Robert W. Baird & Co. Inc. Life Insurance Plan | - | 2,172 | - | - | - |
| 2006 | 7 | 2,103 | $296,301,852 | $42,712,531 | $20,310iApproximate average salary by contribution assumption: employee only about $507,757 at 4% or $338,505 at 6%; with 50% employer match about $338,505 at 4% or $225,670 at 6%; with 100% employer match about $253,879 at 4% or $169,252 at 6%. |
| Robert W. Baird & Co. Inc Travel Accident Plan | - | 2,103 | - | - | - |
| Robert W. Baird & Co. Inc. Income Indemnity Plan | - | 1,716 | - | - | - |
| 2005 | 6 | 2,124 | $337,050,857 | $32,731,804 | $15,410iApproximate average salary by contribution assumption: employee only about $385,261 at 4% or $256,841 at 6%; with 50% employer match about $256,841 at 4% or $171,227 at 6%; with 100% employer match about $192,631 at 4% or $128,420 at 6%. |
| 2004 | 6 | 2,172 | $303,850,106 | $29,060,809 | $13,380iApproximate average salary by contribution assumption: employee only about $334,494 at 4% or $222,996 at 6%; with 50% employer match about $222,996 at 4% or $148,664 at 6%; with 100% employer match about $167,247 at 4% or $111,498 at 6%. |
| 2003 | 6 | 2,203 | $266,430,908 | $22,754,369 | $10,329iApproximate average salary by contribution assumption: employee only about $258,220 at 4% or $172,147 at 6%; with 50% employer match about $172,147 at 4% or $114,765 at 6%; with 100% employer match about $129,110 at 4% or $86,073 at 6%. |
| 2002 | 6 | 2,709 | $223,006,695 | $39,473,288 | $14,571iApproximate average salary by contribution assumption: employee only about $364,279 at 4% or $242,853 at 6%; with 50% employer match about $242,853 at 4% or $161,902 at 6%; with 100% employer match about $182,140 at 4% or $121,426 at 6%. |
| 2001 | 6 | 2,430 | $55,923,449 | $2,144,287 | $882iApproximate average salary by contribution assumption: employee only about $22,061 at 4% or $14,707 at 6%; with 50% employer match about $14,707 at 4% or $9,805 at 6%; with 100% employer match about $11,030 at 4% or $7,354 at 6%. |
| 2000 | 5 | 3,934 | $31,424 | $31,424 | $8iApproximate average salary by contribution assumption: employee only about $200 at 4% or $133 at 6%; with 50% employer match about $133 at 4% or $89 at 6%; with 100% employer match about $100 at 4% or $67 at 6%. |
| 1999 | 4 | 3,153 | $57,314,403 | $4,778,000 | $1,515iApproximate average salary by contribution assumption: employee only about $37,885 at 4% or $25,256 at 6%; with 50% employer match about $25,256 at 4% or $16,838 at 6%; with 100% employer match about $18,942 at 4% or $12,628 at 6%. |