Artisan PartnersRetirement plans that name this organisation on Schedule C
2024Schedule C of plan year 2024
- Service that plans report most
- Investment advisory and management
- Plans that name it
- 25
- Participant records in those plans
- 1,227,874
- States
- 13
25 retirement plans with 100 or more participants name this organisation on Schedule C for plan year 2024.
The service that the plans report most often is investment advisory and management.
The plans reported $22.6M of compensation to the organisation, direct and indirect.
By plans that name it, it was number 318 of 325 providers whose plans report investment advisory and management most often.
The number of plans that name it fell by 3.3% from plan year 2023 to 2024.
Added together, the plans that name the 688 providers with plans in both years rose by 2.4%.
Plans with 25,000 or more participants were 48.0% of the plans that name it. They were 2.4% of the plans that name any provider with a page.
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. Schedule C lists a provider only when a plan paid it $5,000 or more. Source of the figures: the Form 5500 datasets, filings received through .
Client plans
| Plan | Sponsor | State | Participants | Net assets | Compensation reported |
|---|---|---|---|---|---|
| Aftra Retirement Plan | Board of Trustees, Aftra Retirement Plan | NY | 45,462 | $3.00B | $821K |
| Apogee Engineering 401 (K) Plan | Apogee Engineering LLC | CO | 936 | $49.3M | $0 |
| Carewell Health 401(k) Plan | Carewell Health | NJ | 816 | $13.2M | $0 |
| Corporate Mailings Inc. 401(k) Profit Sharing Plan | Corporate Mailings Inc. | NJ | 278 | $14.0M | $0 |
| Digital.ai 401(k) Savings & Investment Plan | Digital.ai Software, Inc. | NC | 349 | $22.3M | $0 |
| Exzac, Inc. Retirement Plan | Exzac, Inc. | NJ | 210 | $14.5M | $0 |
| Firstenergy Corp. Master Pension Plan | Firstenergy Corp. | OH | 38,934 | $6.35B | $1.7M |
| Keystone Technology Consultants, Inc. 401(k) Profit Sharing Plan | Keystone Technology Consultants, Inc. | OH | 146 | $3.1M | $0 |
| Laborers District Council & Contractors Pension Fund of Ohio | BD of Trustees, Laborers Dist Council & Constrs Pension Fund | OH | 30,539 | $2.69B | $370K |
| Massachusetts Laborers' Annuity Fund | Bd. of Trustees of Mass. Laborers Annuity Fund | MA | 31,668 | $2.26B | $525K |
| Massachusetts Laborers' Pension Fund | Board of Trustees of Massachusetts Laborers' Pension Fund | MA | 22,433 | $2.50B | $472K |
| Microsoft Corporation Savings Plus 401(k) Plan | Microsoft Corporation | WA | 183,509 | $65.6B | $9.6M |
| Morgan Stanley 401(k) Plan | Morgan Stanley Domestic Holdings, LLC | NY | 80,789 | $22.0B | $1.4M |
| N. Atlantic States Carp. Guaranteed Annuity Fund | Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund | MA | 23,724 | $3.70B | $562K |
| N. Atlantic States Carp. Pension Fund | Bot of the North Atlantic States Carpenters Pension Fund | MA | 45,727 | $4.91B | $994K |
| New York State Nurses Association Pension Plan | Board of Trustees-New York State Nurses Association Pension Plan | NY | 46,491 | $5.84B | $710K |
| NXP 401(k) Retirement Plan | NXP USA, Inc. | TX | 8,578 | $3.70B | $796K |
| Pha America, Inc. 401(k) Plan | Pha America Inc. | AL | 383 | $3.4M | $0 |
| Salt River Project Employees' Retirement Plan | Salt River Valley Water Users Association | AZ | 11,406 | $2.90B | $308K |
| Siemens Energy, Inc. Savings Plan | Siemens Energy, Inc. | FL | 15,538 | $3.95B | $135K |
| Southern California UFCW Unions and Food Employers Joint Pension Trust Fund | Board of Trustees, So Ca UFCW Unions & Food Employers | CA | 199,927 | $6.49B | $719K |
| The Goldman Sachs 401(k) Plan | The Goldman Sachs Group, Inc. | NY | 49,526 | $12.8B | $1.2M |
| UBS 401(k) Plan | UBS AG | NJ | 34,848 | $10.2B | $1.1M |
| UBS Financial Services Inc. Pension Plan | UBS Financial Services Inc. | NJ | 8,083 | $577M | $56K |
| UFCW Consolidated Pension Fund | BD of Trustees UFCW Consolidated Pension Fund | GA | 347,574 | $5.53B | $1.1M |
Compensation that the plans report
| Line | First quartile | Median | Third quartile |
|---|---|---|---|
| Compensation for each participant | $12.92 | $19.55 | $26.29 |
| Compensation as a share of the net assets of the plan | 0.01% | 0.01% | 0.02% |
The amounts are what each plan reported for this organisation. They are not the total cost of a plan.
| Plan year | Plans | Compensation reported |
|---|---|---|
| 2025 (not complete) | 29 | $20.7M |
| 2024 | 29 | $24.0M |
| 2023 | 30 | $22.2M |
| 2022 | 33 | $23.6M |
| 2021 | 37 | $30.0M |
| 2020 | 41 | $24.0M |
| 2019 | 38 | $22.2M |
| 2018 | 40 | $24.5M |
| 2017 | 44 | $22.0M |
| 2016 | 49 | $21.6M |
| 2015 | 46 | $22.5M |
| 2014 | 56 | $23.5M |
| 2013 | 110 | $23.5M |
| 2012 | 110 | $17.0M |
| 2011 | 104 | $14.2M |
| 2010 | 81 | $10.0M |
| 2009 | 20 | $4.6M |
Client plans by size, state and service
By plan size
- 100 to 249 participants
- 2 plans
- 250 to 499 participants
- 3 plans
- 500 to 999 participants
- 2 plans
- 5,000 to 24,999 participants
- 6 plans
- 25,000 or more participants
- 12 plans
By service code
- Investment management
- 21 plans
By state of the plan sponsor
- Alabama
- 1 plans
- Arizona
- 1 plans
- California
- 1 plans
- Colorado
- 1 plans
- Florida
- 1 plans
- Georgia
- 1 plans
- Massachusetts
- 4 plans
- New Jersey
- 5 plans
- New York
- 4 plans
- North Carolina
- 1 plans
- Ohio
- 3 plans
- Texas
- 1 plans
- Washington
- 1 plans
Cite this page
My Plan Facts. "Artisan Partners." https://myplanfacts.com/provider/artisan-partners/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.
Where this page gets its figures
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, Schedule C Part I line 2. The datasets are in the public domain. The site groups the rows by the EIN that each plan gives for the provider. A row without an EIN goes to the EIN that plans give most for the same name. A provider that fewer than 25 plans name has no page. How the figures are made. Report an error.
Search engines do not list this page. The site asks for 50 plans or more that name a provider.
Questions
How much did a plan report for this organisation?
The median was $19.55 for each participant, across 18 plans that reported an amount for plan year 2024. The middle half of the plans reported $12.92 to $26.29. The amount depends on the services that a plan buys.
Which services do the plans report?
21 plans report the service code 28: Investment management.
Why is a plan not on the list?
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. The site groups the rows by the EIN of the provider.