Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Aristotle Capital Management
Most often reported for investment advisory and management
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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 27 retirement plans with 100 or more participants reported paying Aristotle Capital Management $5,000 or more. Those plans cover 465,943 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $4.6M. Per plan, the median was $24.53 per participant, with the middle half of plans between $11.48 and $32.66. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Michigan (8), California (5) and Missouri (3).
In 2011 it appeared on 5 such filings; in 2024, 30. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $11.48 | $24.53 | $32.66 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| United Association National Pension Fund | B/o/t United Association National Pension Fund | VA | 196,837 | $7.70B | $662K |
| Verizon Savings Plan for Management Employees | Verizon Communications Inc. | NJ | 119,145 | $29.4B | $436K |
| Carpenters Pension Trust Fund of St. Louis | Trustees of Carpenters Benefit Plans of St. Louis | MO | 27,598 | $3.28B | $694K |
| Automotive Industries Pension Plan | Board of Trustees Automotive Industries Pension Plan | CA | 22,897 | $2.12B | $264K |
| Eighth District Electrical Pension Fund | Board of Trustees, Eighth District Electrical Pension | NV | 21,064 | $1.25B | $362K |
| Michigan Regional Council of Carpenters' Annuity Fund | Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund | MI | 17,503 | $527M | $542K |
| Construction Industry Laborers Pension Fund | Construction Industry Laborers Pension Fund | MO | 14,224 | $1.05B | $402K |
| IUOE Stationary Engineers Local 39 Pension Plan | Bot of IUOE Stationary Engineers Local 39 Pension Plan | CA | 10,962 | $1.95B | $494K |
| John Muir Health Retirement Plan | John Muir Health | CA | 7,089 | $630M | $66K |
| Cedars-Sinai Defined Benefit Retirement Plan | Cedars-Sinai | CA | 6,006 | $823M | $132K |
| Smart Local Unions and Councils Pension Fund | Board of Trustees of the Smart Local Unions and Councils Pension Fund | VA | 3,053 | $397M | $49K |
| Idaho Operating Engineers Employers Pension Plan | Idaho Operating Engineers-Employers Pens | WA | 3,030 | $152M | $88K |
| Roofers Local 149 Pension Fund | Roofers Local 149 Pension Fund | MI | 2,553 | $334M | $83K |
| Construction & General Laborers' Local 190 Pension Fund | Construction & General Laborers' Local 190 Pension | NY | 1,971 | $165M | $83K |
| Sheet Metal Workers Local 98 Pension Fund | Board of Trustees - Sheet Metal Workers Local 98 Pension Fund | WV | 1,847 | $169M | $21K |
| Sheet Metal Workers Local No. 292 Pension Fund | Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund | MI | 1,621 | $164M | $0 |
| Bethesda Retirement Plan | Bethesda Hospital, Inc. | FL | 1,353 | $167M | $6,092 |
| Roofers Local No 20 Pension Plan | Roofers Local No 20 Pension Plan | MO | 1,315 | $110M | $57K |
| Employers and Cement Masons Local 90 Pension Plan | Employers and Cement Masons Local 90 Pension Plan | IL | 1,273 | $77.3M | $27K |
| IATSE Local 38 Pension Plan | Board of Trustees, IATSE Local 38 Pension Fund | MI | 1,239 | $36.0M | $0 |
| Boca Raton Regional Hospital Employees Pension Plan | Boca Raton Regional Hospital, Inc. | FL | 831 | $74.7M | $7,497 |
| Flint Area Sheet Metal Workers Local 7-4 Pension Fund | Board of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4 | MI | 584 | $61.5M | $41K |
| Sheet Metal 7 Zone 3 Pension Fund | Sheet Metal 7 Zone 3 Pension Fund | MI | 571 | $65.4M | $14K |
| Pension Plan of the International Brotherhood of Electrical Workers Local No. 445 Pension Fund | Board of Trustees, IBEW Local 445 Pension Fund | MI | 515 | $33.5M | $0 |
| Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund | Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund | PA | 482 | $28.3M | $16K |
| O'Melveny & Myers LLP Cash Balance Plan | O'Melveny & Myers LLP | CA | 279 | $221M | $52K |
| Sign, Pictorial and Display Union Local 591 Supplemental Pension Fund | Sign, Pictorial and Display Union Local 591 Supplemental Pension | MI | 101 | $2.6M | $0 |
Questions and answers
How many plans does Aristotle Capital Management serve?
27 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Aristotle Capital Management?
The median plan reported $24.53 per participant in direct and indirect compensation (23 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (20 plans), Investment advisory (plan) (4 plans), Securities brokerage (2 plans) and Other services (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.