Industry · Form 5500 business code 812990
All Other Personal 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.
For plan year 2024, 468 retirement plans in all other personal services with 100 or more participants filed Form 5500: 459 defined contribution and 9 defined benefit. They reported 464,128 participant records and $14.2B in net assets, counting every plan on the form.
The median defined contribution plan held $28,779 per participant, well below the national median of $53,031, and its employer put in $1,370 per active participant (national: $2,174). Among plans reporting Schedule C compensation the median was $114 per participant against $123 nationally.
Employers contributed $415M and participants $807M during the year, and the plans paid out $1.33B in benefits.
In 2009 the same group numbered 480 plans with $4.62B; by 2024 it was 468 plans (down 2%) and $14.2B (up 208%). 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 | $28,779 | $53,031 | $53,811 | $86,234 |
| Employer contributions per active participant | $1,370 | $2,174 | $3,881 | $10,244 |
| Schedule C compensation per participant | $114 | $123 | $252 | $344 |
| Schedule C compensation, share of net assets | 0.42% | 0.26% | 0.59% | 0.42% |
| Administrative expenses per participant | $99.10 | $116 | $539 | $527 |
Medians across plans with 100 or more participants (436 DC and 9 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 | $11,363 | $28,779 | $60,715 | 436 |
| Employer contributions per active participant | $523 | $1,370 | $2,936 | 403 |
| Schedule C compensation per participant | $40.13 | $114 | $202 | 395 |
| Administrative expenses per participant | $38.50 | $99.10 | $199 | 427 |
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 | 72 | 47,573 | $1.61B | $55.0M | $94.9M | $34,207 | $120 |
| 2024 | 468 | 464,128 | $14.2B | $415M | $807M | $28,779 | $114 |
| 2023 | 469 | 413,374 | $13.5B | $417M | $807M | $26,982 | $98.22 |
| 2022 | 588 | 433,023 | $11.7B | $378M | $758M | $18,183 | $85.35 |
| 2021 | 551 | 403,308 | $13.6B | $326M | $635M | $22,127 | $81.51 |
| 2020 | 563 | 395,158 | $12.4B | $284M | $558M | $19,124 | $76.25 |
| 2019 | 540 | 411,184 | $11.0B | $383M | $567M | $18,158 | $68.76 |
| 2018 | 516 | 470,469 | $9.16B | $348M | $525M | $15,032 | $56.44 |
| 2017 | 511 | 444,720 | $9.02B | $287M | $462M | $15,312 | $47.33 |
| 2016 | 481 | 423,115 | $7.70B | $256M | $431M | $13,195 | $39.55 |
| 2015 | 474 | 431,073 | $7.21B | $371M | $406M | $12,766 | $38.30 |
| 2014 | 501 | 412,353 | $7.14B | $326M | $360M | $12,078 | $38.78 |
| 2013 | 480 | 381,049 | $6.66B | $195M | $324M | $12,495 | $35.09 |
| 2012 | 448 | 352,762 | $5.81B | $258M | $293M | $11,348 | $37.45 |
| 2011 | 449 | 366,711 | $5.33B | $216M | $295M | $10,164 | $40.07 |
| 2010 | 466 | 371,374 | $5.24B | $216M | $267M | $11,039 | $38.60 |
| 2009 | 480 | 401,723 | $4.62B | $143M | $265M | $9,687 | $31.71 |
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 478 plans on this page's list, by number of plans. A plan usually names several providers.
Largest plans
The 40 largest by participants of 478 plans with a page on this site.
| Plan | Sponsor | State | Type | Participants | Net assets | Per participant | Employer / active | Sch. C / participant |
|---|---|---|---|---|---|---|---|---|
| Team Public Choices 401(k) Plan | Team Public Choices, LLC | CA | DC | 86,462 | $37.0M | $427 | $5 | $1.75 |
| Club Pension Plan | Automobile Club of So California | CA | DB | 23,954 | $2.61B | $108,997 | — | $251 |
| Corecivic 401(k) Plan | Corecivic of Tennessee, LLC | TN | DC | 14,843 | $508M | $34,207 | $1,957 | $50.77 |
| Hospital Housekeeping Systems 401(k) Benefit Plan | Hospital Housekeeping Systems, LLC | TX | DC | 14,748 | $35.5M | $2,408 | $91 | $8.49 |
| Upbound 401(k) Retirement Savings Plan | Upbound Group, Inc. | TX | DC | 10,855 | $244M | $22,496 | $498 | $9.89 |
| Local 153 Pension Fund | Joint Board of Trustees of Local 153 Pension Fund | NY | DB | 10,123 | $129M | $12,751 | $4,757 | $88.60 |
| Crescent Hotels & Resorts 401(k) Plan | Crescent Hotels & Resorts LLC | VA | DC | 10,097 | $102M | $10,121 | $619 | $43.87 |
| Service Employees Pension Fund of Upstate NY Upstate New York | Service Employees Pension Fund of Upstate NY | NY | DB | 9,408 | $230M | $24,442 | $2,860 | $144 |
| Trion Solutions, Inc. 401(k) Profit Sharing Plan | Trion Solutions, Inc. | MI | DC | 8,551 | $107M | $12,461 | $478 | $32.65 |
| Freeman 401(k) Plan | Freeman Decorating Co. | TX | DC | 7,218 | $686M | $95,098 | $3,500 | $92.19 |
| 24 Hour Fitness Savings and Investment Plan | 24 Hour Fitness USA, LLC | CA | DC | 6,637 | $86.5M | $13,029 | $77 | $33.84 |
| The Service Companies 401(k) Profit Sharing Plan and Trust | The Service Companies, Inc. | FL | DC | 5,379 | $4.3M | $797 | $48 | $6.39 |
| Ecs Federal, LLC 401(k) Plan | Ecs Federal, LLC | VA | DC | 5,163 | $369M | $71,401 | $3,807 | $56.11 |
| Corpay, Inc. 401(k) Savings Plan | Corpay, Inc. | LA | DC | 5,121 | $275M | $53,705 | $697 | $104 |
| Benihana 401(k) Plan | Benihana National Corp. | FL | DC | 5,077 | $26.8M | $5,283 | $0 | $76.48 |
| Links Healthcare Group LLC 401(k) PS Plan and Trust | Links Healthcare Group LLC | CA | DC | 4,293 | $27.3M | $6,351 | — | $3.56 |
| Ignite Medical Resorts Employee 401(k) Plan | Ignite Team Partners, LLC | IL | DC | 4,100 | $13.1M | $3,205 | $127 | $13.13 |
| Healthequity 401(k) Plan | Healthequity, Inc. | UT | DC | 4,087 | $297M | $72,658 | $2,762 | $80.55 |
| ST Louis Painters Pension Plan | The Board of Trustees C/o Rachel Allen, Plan Manager | MO | DB | 3,881 | $605M | $156,002 | $13,595 | $346 |
| Sis 401(k) Plan | Security Industry Specialists, Inc. | CA | DC | 3,243 | $56.7M | $17,483 | $299 | $107 |
| Columbia Hospitality 401(k) Plan | Columbia Hospitality, Inc. | WA | DC | 2,862 | $43.8M | $15,291 | $1,713 | $90.27 |
| Beyond Finance, LLC 401(k) Plan | Beyond Finance, LLC | IL | DC | 2,778 | $39.7M | $14,302 | $1,798 | $32.68 |
| Marksman Security LLC 401(k) Plan | Marksman Security, LLC | FL | DC | 2,740 | $2.1M | $758 | — | $37.25 |
| Rever Grand, Inc. 401(k) Profit Sharing Plan and Trust | Rever Grand, Inc. | OR | DC | 2,704 | $19.7M | $7,273 | $1,341 | $4.92 |
| Coopervision Manufacturing Puerto Rico, LLC Savings Plan | Coopervision Manufacturing Puerto Rico, LLC | PR | DC | 2,684 | $63.0M | $23,464 | $1,370 | $34.02 |
| New Horizon Kids Quest, Inc. 401(k) Retirement Savings Plan | New Horizon Kids Quest, Inc. | MN | DC | 2,580 | $19.2M | $7,430 | $170 | $11.50 |
| STC Management Group, LLC 401(k) Retirement Savings Plan | STC Management Group, LLC | KY | DC | 2,487 | $19.0M | $7,638 | $400 | $42.66 |
| Thompson Hospitality 401(k) Profit Sharing Plan | Thompson Hospitality Corporation | VA | DC | 2,450 | $14.6M | $5,948 | $271 | $86.05 |
| Forum Personnel Inc. 401(k) Profit Sharing Plan & Trust | Forum Personnel Inc. | NY | DC | 2,373 | $7.3M | $3,081 | — | $14.99 |
| Ccfi Companies, LLC 401(k) Plan | Ccfi Companies, LLC | OH | DC | 2,297 | $68.5M | $29,839 | $1,159 | $118 |
| Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan | Mulberry's Independent Home Services, Inc. | WV | DC | 2,231 | $34.8M | $15,588 | $769 | — |
| The Mundy Companies Retirement Savings Plan | Mundy Service Corporation | TX | DC | 2,067 | $17.5M | $8,490 | $190 | $10.99 |
| Clarest Health 401(k) Plan | Clarest Health, LLC Aka Procare LTC Holding, LLC | VA | DC | 1,861 | $66.6M | $35,783 | $849 | $82.13 |
| Oxford Consultant 401(k) Retirement Savings Plan | Oxford Global Resources, LLC | MA | DC | 1,845 | $19.4M | $10,499 | $696 | $86.32 |
| Merieux Nutrisciences & Subsidiaries Retirement Plan | Merieux Nutrisciences Corporation | IL | DC | 1,839 | $102M | $55,478 | $1,570 | $142 |
| Seneca Nation of Indians 401(k) Plan | Seneca Nation of Indians | NY | DC | 1,836 | $37.3M | $20,317 | $737 | $60.67 |
| Aspirion Health Resources 401(k) Profit Sharing Plan & Trust | Aspirion Health Resources | GA | DC | 1,756 | $24.0M | $13,690 | $1,346 | $72.67 |
| Planet Equity Group, LLC 401(k) Plan | Planet Equity Group, LLC | IL | DC | 1,678 | $53.3M | $31,793 | $1,065 | $230 |
| Qas Management LLC 401(k) PSP & Trust | Qas Management LLC | NC | DC | 1,621 | $4.4M | $2,731 | $237 | $11.62 |
| Denali Universal Services 401(k) Retirement Plan | Denali Universal Services, LLC | AK | DC | 1,572 | $40.4M | $25,683 | $636 | $180 |
By plan size
By state
Questions and answers
How many retirement plans are there in all other personal services?
468 plans with 100 or more participants filed Form 5500 for plan year 2024, out of 1,927 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 all other personal services?
The median defined contribution plan reported $28,779 in net assets per participant (middle half of plans: $11,363 to $60,715); 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 all other personal services?
The median defined contribution plan received $1,370 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 all other personal services?
Among defined contribution plans that report any Schedule C compensation, the median was $114 per participant and 0.42% 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.