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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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 |
| TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | TOYOTA MOTOR NORTH AMERICA, INC, TX | $13.3B | 44,145 |
| STANFORD CONTRIBUTORY RETIREMENT PLAN | THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY, CA | $12.6B | 24,225 |
| RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. | THE PERMANENTE MEDICAL GROUP, INC., CA | $11.4B | 19,414 |
| FCA US LLC UAW PENSION AGREEMENT | FCA US LLC, MI | $10.3B | 10,504 |
| THE PNC FINANCIAL SERVICES GROUP, INC. INCENTIVE SAVINGS PLAN | THE PNC FINANCIAL SERVICES GROUP, INC., PA | $10.2B | 53,180 |
| BOOZ ALLEN HAMILTON INC. EMPLOYEES' CAPITAL ACCUMULATION PLAN | BOOZ ALLEN HAMILTON INC., VA | $9.3B | 36,956 |
| KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA | $8.4B | 52,929 |
| WARNER BROS. DISCOVERY 401(K) SAVINGS PLAN | WARNER BROS. DISCOVERY, INC., NY | $8.1B | 17,534 |
| SCPMG KEOGH PLAN | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA | $7.9B | 11,088 |
| SUTTER HEALTH 403(B) SAVINGS PLAN | SUTTER HEALTH, CA | $7.6B | 59,303 |
| STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN | STANFORD HEALTH CARE, CA | $6.9B | 25,626 |
| THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA | $6.5B | 18,579 |
| APPLIED MATERIALS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | APPLIED MATERIALS, INC., CA | $6.2B | 15,323 |
| KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN | KAISER FOUNDATION HEALTH PLAN, INC., CA | $5.7B | 37,423 |
| KAISER PERMANENTE EMPLOYEES PENSION PLAN | THE PERMANENTE MEDICAL GROUP, INC., CA | $5.6B | 42,355 |
Showing top 20 of 3,593 plans serviced in 2025.