My Plan Facts

Service providers named by the most plans, plan year 2024

Filings received through . A program makes this page from the Form 5500 files with fixed sentence rules.

Fidelity Investments Institutional is on Schedule C of 11,565 plans for plan year 2024, the most of any organisation.

700 organisations are named by 25 plans or more.

26 of the 50 organisations in the table with a count in both years are named by more plans in 2024 than in 2023.

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through .

Providers by plans

The 50 organisations that the most plans name on Schedule C, plan years 2023 and 2024, most plans first
OrganisationService reported mostPlans, 2023Plans, 2024ChangeStates
Fidelity Investments InstitutionalRecordkeeping and administration11,16311,565+3.6%52
Empower Annuity Insurance Company ORecordkeeping and administration8,2488,445+2.4%52
Principal Life Insurance CompanyRecordkeeping and administration6,4116,391-0.3%52
Empower Advisory Group, LLCInvestment advisory and management4,3774,525+3.4%52
ADP, Inc.Recordkeeping and administration3,8033,993+5.0%52
Strategic Advisors, Inc.Investment advisory and management3,1963,590+12.3%52
The Vanguard Group, Inc.Recordkeeping and administration2,8432,833-0.4%51
John Hancock Life Insurance CompanyRecordkeeping and administration2,9322,838-3.2%51
Merrill Lynch Pierce Fenner & SmithInvestment advisory and management2,1752,196+1.0%52
ADP Broker-DealerOther services2,1862,088-4.5%50
Global Retirement Partners LLCInvestment advisory and management1,8091,943+7.4%48
Voya Retirement Insurance & AnnuityRecordkeeping and administration1,6011,690+5.6%51
Wilshire Advisors LLCInvestment advisory and management1,7331,682-2.9%50
Charles Schwab & Co., Inc.Insurance and brokerage1,7441,736-0.5%52
TIAARecordkeeping and administration1,6881,658-1.8%52
Transamerica Retirement SolutionsRecordkeeping and administration1,6211,633+0.7%51
Capfinancial Partners LLCInvestment advisory and management1,3171,412+7.2%45
Morningstar Investment Management LInvestment advisory and management1,2521,308+4.5%48
Stancorp Financial GroupRecordkeeping and administration8971,253+39.7%50
LPL FinancialInvestment advisory and management1,1781,156-1.9%50
Ascensus LLCRecordkeeping and administration1,1311,154+2.0%52
UBS Financial Services Inc.Investment advisory and management1,1151,088-2.4%52
OneDigital Investment Advisors LLCInvestment advisory and management1,0631,057-0.6%45
T Rowe Price RPS Inc.Recordkeeping and administration861885+2.8%48
Newport Group, Inc.Recordkeeping and administration928860-7.3%50
Capital Group Retirement Plan Svcs.Recordkeeping and administration813834+2.6%51
Morgan StanleyInvestment advisory and management859849-1.2%50
Morgan Stanley Smith Barney LLCInvestment advisory and management846864+2.1%49
Schwab Retirement Plan Services,incRecordkeeping and administration821854+4.0%47
Mutual of America Investment Corp.Recordkeeping and administration922827-10.3%49
Mma Securities LLCInvestment advisory and management690765+10.9%46
Willis Towers Watson US LLCActuarial712759+6.6%46
Creative Planning LLCInvestment advisory and management322697+116.5%45
Kestra Investment Services LLCInvestment advisory and management774704-9.0%45
Charles Schwab Trust BankTrustee and custodial683712+4.2%48
NFP Retirement Inc.Investment advisory and management653696+6.6%45
Gallagher Fiduciary Advisors, LLCInvestment advisory and management608692+13.8%46
Lincoln National CorporationRecordkeeping and administration725681-6.1%49
SageView Advisory Group, LLCInvestment advisory and management609658+8.0%39
National Financial ServicesInsurance and brokerage718662-7.8%47
Paychex, Inc.Recordkeeping and administration594581-2.2%46
NationwideRecordkeeping and administration786631-19.7%48
Matrix Trust CompanyTrustee and custodial646614-5.0%48
American United Life Insurance Co.Recordkeeping and administration653607-7.0%45
Milliman, Inc.Recordkeeping and administration626614-1.9%49
Futureplan by AscensusRecordkeeping and administration632584-7.6%46
World Investment Advisors LLCInvestment advisory and management497563+13.3%38
Edward JonesInvestment advisory and management576558-3.1%48
Osaic Wealth Inc.Investment advisory and management302533+76.5%48
Wells Fargo Advisors LLCInvestment advisory and management572539-5.8%47

How the figures were made

This table gives size and volume. It does not rate a plan or a provider, and it is not a recommendation.

Schedule C lists a provider only when the plan paid it $5,000 or more. Only plans with 100 or more participants file Schedule C. A plan counts once for each provider that it names.

The counts come from the yearly files, so both years count the same way. A count can differ by a few plans from the count on the page of a provider, which uses the plans with a page. The page of a provider is at its own address.

How the figures are made. Data sources and licences.

In earlier editions

  • October 2026: the first row was Fidelity Investments Institutional (11,552 plans).

Every monthly edition.

Other findings