Baker Tilly US LLP

Employee Benefit Plan Auditor

Madison, WI

About Baker Tilly US LLP

<p>Audit, tax, and advisory work make up the core of Baker Tilly US LLP’s practice, with assurance services that include work for retirement plans. Founded in 1931, the firm is part of Baker Tilly International, a large professional services network with global reach.</p> <p>Headquartered in Madison, Wisconsin—within the Madison–Milwaukee corridor—Baker Tilly supports organizations across the Midwest and beyond. As a top ten firm with 10,001 employees, it brings the scale of a national practice to engagements that require consistent methods and reliable documentation.</p> <p>For plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> and other retirement plan audit support, Baker Tilly’s differentiator is its combination of long operating history and access to resources through its international network, which can help on multi-location or multi-entity engagements.</p> <ul> <li>Type: auditor</li> <li>Founded: 1931</li> <li>Headquarters: Madison, Wisconsin</li> <li>Employees: 10,001</li> <li>Network affiliation: Baker Tilly International</li> </ul>

Website: https://www.bakertilly.com/

Founded: 1931

Employees: 10001

Office Locations

  • Madison, WI (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 3,801
  • Total AUM Audited: $917.5B
  • 401(k): 3,801 plans, $917.5B AUM

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
KAISER PERMANENTE RETIREMENT PLAN KAISER FOUNDATION HEALTH PLAN, INC., CA $34.4B 140,357
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN SAMMONS ENTERPRISES, INC., TX $23.9B 3,454
KAISER PERMANENTE 401(K) RETIREMENT PLAN KAISER FOUNDATION HEALTH PLAN, INC., CA $22.5B 155,687
PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN PACIFIC GAS AND ELECTRIC COMPANY, CA $17.5B 28,573
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN KAISER FOUNDATION HEALTH PLAN, INC., CA $13.8B 80,148
401(k) Retirement Plan Healthcare Sponsor, TX $13.3B 44,145
401(k) Retirement Plan Manufacturing Sponsor, CA $12.6B 24,225
401(k) Retirement Plan Professional Services Sponsor, CA $11.4B 19,414
401(k) Retirement Plan Technology Sponsor, MI $10.3B 10,504

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