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Industry · Form 5500 business code 541219
Other Accounting Services: retirement plans
Plans whose sponsor entered this principal business activity code on Form 5500.
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. The business code is chosen by the filer from the list in the Form 5500 instructions.
126 retirement plans in other accounting services with 100 or more participants filed Form 5500 for plan year 2024 (126 defined contribution, 0 defined benefit). All Form 5500 pension filers in the group reported 181,623 participant records and $8.32B in net assets.
The median defined contribution plan held $45,443 per participant, below the national median of $53,031, and its employer put in $1,872 per active participant (national: $2,174). Among plans reporting Schedule C compensation the median was $107 per participant against $123 nationally.
Employers contributed $269M and participants $723M during the year, and the plans paid out $689M in benefits.
In 2009 the same group numbered 93 plans with $803M; by 2024 it was 126 plans (up 35%) and $8.32B (up 936%). From plan year 2023 the 100-participant line counts participants with account balances, which moved many plans to the short form.
Medians compared with all US plans
| Median plan, plan year 2024 | Industry: DC | US: DC | Industry: DB | US: DB |
|---|---|---|---|---|
| Net assets per participant | $45,443 | $53,031 | — | $86,234 |
| Employer contributions per active participant | $1,872 | $2,174 | — | $10,244 |
| Schedule C compensation per participant | $107 | $123 | — | $344 |
| Schedule C compensation, share of net assets | 0.36% | 0.26% | — | 0.42% |
| Administrative expenses per participant | $101 | $116 | — | $527 |
Medians across plans with 100 or more participants (119 DC and 0 DB plans with a Schedule H here). Fee medians cover plans reporting an amount. DC: defined contribution, such as 401(k) and 403(b). DB: defined benefit pension.
Distribution of DC plans
| Measure | 25th percentile | Median | 75th percentile | Plans |
|---|---|---|---|---|
| Net assets per participant | $20,850 | $45,443 | $77,080 | 119 |
| Employer contributions per active participant | $1,085 | $1,872 | $3,528 | 115 |
| Schedule C compensation per participant | $50.81 | $107 | $200 | 107 |
| Administrative expenses per participant | $40.74 | $101 | $199 | 116 |
Trend by plan year
| Plan year | Plans 100+ | Participants | Net assets | Employer contributions | Participant contributions | Median DC assets / participant | Median DC Sch. C / participant |
|---|---|---|---|---|---|---|---|
| 2025partial | 17 | 9,424 | $673M | $20.1M | $53.1M | $62,987 | $186 |
| 2024 | 126 | 181,623 | $8.32B | $269M | $723M | $45,443 | $107 |
| 2023 | 120 | 159,579 | $6.58B | $257M | $618M | $39,276 | $102 |
| 2022 | 127 | 117,865 | $4.73B | $198M | $492M | $30,483 | $94.78 |
| 2021 | 115 | 92,661 | $4.83B | $170M | $394M | $41,996 | $112 |
| 2020 | 106 | 82,275 | $4.30B | $119M | $342M | $43,711 | $84.19 |
| 2019 | 105 | 74,224 | $3.35B | $119M | $287M | $36,184 | $66.03 |
| 2018 | 104 | 72,201 | $2.69B | $109M | $252M | $31,939 | $62.87 |
| 2017 | 102 | 70,819 | $2.66B | $96.9M | $229M | $33,530 | $55.30 |
| 2016 | 100 | 59,918 | $2.10B | $85.5M | $201M | $26,787 | $46.15 |
| 2015 | 92 | 58,134 | $1.77B | $73.5M | $166M | $28,745 | $47.10 |
| 2014 | 88 | 61,826 | $1.72B | $63.6M | $142M | $27,841 | $47.70 |
| 2013 | 88 | 57,439 | $1.49B | $56.3M | $123M | $28,342 | $38.83 |
| 2012 | 80 | 54,160 | $1.14B | $48.0M | $108M | $26,658 | $29.85 |
| 2011 | 79 | 51,785 | $919M | $40.5M | $95.6M | $22,688 | $31.97 |
| 2010 | 86 | 55,107 | $894M | $33.4M | $88.4M | $21,308 | $34.41 |
| 2009 | 93 | 56,737 | $803M | $35.0M | $89.4M | $16,558 | $36.30 |
Plan year is the year in which the plan year began. The drop in large plans from 2023 follows a rule change: the 100-participant line now counts participants with account balances, so many plans moved to the short form.
Provider share
Service provider organisations named most often on the Schedule C of the 127 plans on this page's list, by number of plans. A plan usually names several providers.
Largest plans
The 40 largest by participants of 127 plans with a page on this site.
| Plan | Sponsor | State | Type | Participants | Net assets | Per participant | Employer / active | Sch. C / participant |
|---|---|---|---|---|---|---|---|---|
| Trinet Select 401(k) Plan | Trinet HR IV, LLC | CA | DC | 42,129 | $2.95B | $70,134 | $3,314 | $57.07 |
| Savewisetm Pooled Employer Plan | Newport Group, Inc. | CA | DC | 26,638 | $431M | $16,185 | $948 | $73.72 |
| Ascensus Secure Retirement Pooled Employer Plan | Newport Group, Inc. | CA | DC | 12,631 | $206M | $16,277 | $965 | $95.46 |
| Lutz Financial Pooled Employer Plan | Newport Group, Inc. | CA | DC | 6,072 | $369M | $60,711 | $2,646 | $182 |
| July Pooled Employer Plan #2 | July Business Services | TX | DC | 5,382 | $52.9M | $9,824 | $1,123 | $86.38 |
| Mbo Professional Services Inc. 401(k) Plan | Mbo Professional Services Inc. | VA | DC | 4,109 | $52.4M | $12,761 | $0 | $27.31 |
| July Pooled Employer Plan #1 | July Business Services | TX | DC | 3,785 | $48.2M | $12,726 | $1,459 | $86.20 |
| Warners Food Management Inc. 401(k) Plan | Warners Food Management Inc. | CA | DC | 3,230 | $1.1M | $337 | — | $10.41 |
| Bill 401(k) Plan | Bill Holdings, Inc. | CA | DC | 2,919 | $143M | $49,138 | $3 | $46.13 |
| Fiducient Advisors Pooled Employer Plan | Newport Group, Inc. | CA | DC | 2,787 | $174M | $62,570 | $1,309 | $40.39 |
| Andersen Tax LLC Tax Reduction Investment Plan | Andersen Tax LLC | CA | DC | 2,697 | $337M | $124,935 | $1,771 | $94.27 |
| Tfo Advantage Pooled Employer Plan | Newport Group, Inc. | CA | DC | 2,627 | $131M | $49,729 | $2,122 | $198 |
| Outsourcing Strategies, Inc. 401(k) Profit Sharing Plan | Outsourcing Strategies, Inc. | IL | DC | 2,368 | $34.4M | $14,507 | $816 | $78.12 |
| Etsy, Inc. 401(k) Plan | Etsy, Inc. | NY | DC | 2,350 | $264M | $112,413 | $5,364 | $133 |
| Beaver Sports 401(k) Plan | Beaver Sports Properties, Inc. | NC | DC | 2,343 | $8.2M | $3,489 | $18 | $49.58 |
| Uhy Savings Plan | Uhy Advisors, Inc. | MI | DC | 2,246 | $285M | $126,929 | $2,406 | $59.63 |
| Hospitality Restaurant Group, Inc. 401(k) Plan | Hospitality Restaurant Group, Inc. | MI | DC | 2,133 | $5.2M | $2,447 | $31 | $39.11 |
| Unity 401(k) Pooled Employer Plan | Newport Group, Inc. | CA | DC | 1,706 | $146M | $85,358 | $1,846 | $263 |
| Consolidated Personnel Services 401(k) Profit Sharing Plan | CPS, Inc. | AZ | DC | 1,662 | $23.7M | $14,233 | $645 | $89.71 |
| MMHR 401(k) Pooled Employer Plan | Newport Group, Inc. | CA | DC | 1,660 | $37.0M | $22,288 | $773 | $138 |
| Advisor Managed Pooled Employer Plan | Newport Group, Inc. | CA | DC | 1,458 | $42.3M | $29,033 | $1,131 | $130 |
| Aprio Advantage Pooled Employer Plan | Newport Group, Inc. | CA | DC | 1,355 | $55.7M | $41,120 | $1,046 | $147 |
| Twelve Points Pooled Employer Plan | Newport Group, Inc. | CA | DC | 1,347 | $49.8M | $36,995 | $1,151 | $106 |
| Gen II Management, LLC 401(k) Plan | Gen II Management, LLC | NY | DC | 1,329 | $61.3M | $46,147 | $1,732 | $122 |
| Qualified Plan Advisors Pooled Employer Plan | Newport Group, Inc. | CA | DC | 1,282 | $17.9M | $13,929 | $1,296 | $52.03 |
| Buckingham Strategic Partners Pooled Employer Plan | Newport Group, Inc. | CA | DC | 1,278 | $86.2M | $67,480 | $2,926 | $351 |
| CHC 401(k) Plan | Construction & Healthcare Consultants, LP | PA | DC | 1,249 | $65.2M | $52,168 | $1,171 | $106 |
| Practical Administrative Solutions, LP 401(k) Plan | Practical Administrative Solutions, LP | PA | DC | 1,217 | $69.8M | $57,355 | $1,220 | $159 |
| Crosscountry Consulting 401(k) P/s Plan | Crosscountry Consulting LLC | VA | DC | 1,214 | $117M | $96,122 | $4,721 | $116 |
| Cfgi 401(k) Plan | Corporate Finance Group, Inc. | MA | DC | 1,214 | $105M | $86,158 | $3,831 | $103 |
| Fintrust 401(k) Pooled Employer Plan | Newport Group, Inc. | CA | DC | 1,151 | $24.1M | $20,939 | $601 | $111 |
| HB 3(38) Pooled Employer Plan | Newport Group, Inc. | CA | DC | 1,114 | $16.8M | $15,057 | $1,300 | $66.49 |
| Pillen Family Farms, Inc. 401(k) Plan | Pillen Family Farms, Inc. | NE | DC | 1,059 | $26.5M | $25,002 | $287 | $62.62 |
| Getixhealth 401(k) Plan | Patient Accounting Service Center LLC DBA Getixhealth LLC | TX | DC | 1,008 | $13.4M | $13,299 | $547 | $57.42 |
| Walbec Group Retirement Plan | Construction Resources Management, Inc. | WI | DC | 935 | $180M | $192,989 | $9,315 | $126 |
| Your Part-Time Controller, LLC 401(k) Profit Sharing Plan | Your Part-Time Controller, LLC | PA | DC | 922 | $72.0M | $78,126 | $2,881 | $234 |
| Azo Services Inc. 401(k) Retirements Savings Plan | Azo Services, Inc. | MI | DC | 860 | $54.2M | $62,987 | $2,222 | — |
| Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan | Gelfand, Rennert & Feldman, LLC | CA | DC | 833 | $90.0M | $108,083 | $2,398 | — |
| Ascensus-American Funds Pooled Employer Plan | Newport Group, Inc. | CA | DC | 824 | $17.5M | $21,226 | $25 | — |
| WW Healthcare Consultants, LLC 401(k) Plan | WW Healthcare Consultants, LLC | NC | DC | 811 | $2.7M | $3,311 | — | $26.28 |
By plan size
By state
Questions and answers
How many retirement plans are there in other accounting services?
126 plans with 100 or more participants filed Form 5500 for plan year 2024, out of 317 pension plans on the full form. Smaller plans file Form 5500-SF and are counted separately where shown.
What is the typical 401(k) balance in other accounting services?
The median defined contribution plan reported $45,443 in net assets per participant (middle half of plans: $20,850 to $77,080); nationally it was $53,031. This is a plan-level average that includes former employees, not a typical person's balance.
What do employers contribute in other accounting services?
The median defined contribution plan received $1,872 in employer contributions per active participant, against $2,174 nationally. Plans with no employer contribution are included at zero.
What are average 401(k) fees in other accounting services?
Among defined contribution plans that report any Schedule C compensation, the median was $107 per participant and 0.36% of net assets (nationally $123 and 0.26%). Schedule C leaves out fund expense ratios and fees the employer pays, so it understates total cost.
Where does this come from?
Form 5500 annual reports in the EBSA research files, with filings received through 24 Aug 2026. Medians are computed by this site across plans with 100 or more participants.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Totals count every pension plan on the full form; medians and the plan list cover plans with 100 or more participants. See the methodology.