Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Asb 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.
Asb Capital Management is named as a service provider on the Schedule C of 95 retirement plans with 100 or more participants for plan year 2024, covering 2,115,548 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $15.2M. Per plan, the median was $23.68 per participant, with the middle half of plans between $13.57 and $36.57. 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 Maryland (14), California (12) and Illinois (12).
In 2009 it appeared on 5 such filings; in 2024, 105. 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 | $13.57 | $23.68 | $36.57 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 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 |
|---|---|---|---|---|---|
| National Electrical Benefit Fund | Trustees of the National Electrical Benefit Fund | MD | 693,723 | $19.3B | $1.7M |
| Int'l Brotherhood of Electrical Workers' Pension Benefit Fund | International Brotherhood of Electrical Workers' Pension Benefit Fund | DC | 603,067 | $2.71B | $1.1M |
| Bakery & Confectionery Union & Industry International Pension Fund | Joint Board of Trustees, Bakery & Confectionery Union & Industry | MD | 99,660 | $6.56B | $563K |
| Itpeu Pension Fund | Itpeu Pension Fund | NJ | 58,365 | $172M | $65K |
| Southern District Ubc Defined Contribution Fund | Board of Trustees of the Southern District Ubc Defined Contribution F | TN | 51,643 | $1.24B | $31K |
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $537K |
| Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct | BD of TR of the Pension, Hosp & Benefit PL of the Elec Ind-Pension | NY | 40,749 | $5.24B | $265K |
| Annuity Plan of the Electrical Industry | Board of Trustees of the Annuity Plan of the Electrical Industry | NY | 39,697 | $2.28B | $268K |
| National Automatic Sprinkler Industry Pension Fund | National Automatic Sprinkler Industry Pension Fund JT Board of Trustee | MD | 34,009 | $4.75B | $354K |
| UFCW Union & Partcipating Food Industry Employers Tri-State Pension Fund | UFCW Union & Participating Food Industry Employers Tri-State Pension F | PA | 29,592 | $869M | $236K |
| Southern Electrical Retirement Fund | Board of Trustees - Southern Electrical Retirement Fund | TN | 25,932 | $2.19B | $509K |
| Minnesota Laborers Pension Fund | Board of Trustees of Minnesota Laborers Pension Fund | MN | 21,655 | $3.19B | $386K |
| California Ironworkers Field Pension Trust | Board of Trustees, California Ironworkers Field Pension Trust Fun | CA | 21,447 | $3.49B | $643K |
| Eighth District Electrical Pension Fund | Board of Trustees, Eighth District Electrical Pension | NV | 21,064 | $1.25B | $235K |
| Mason Tenders' District Council Pension Fund | Board of Trustees Mason Tenders District Council Pension Fund | NY | 19,759 | $1.93B | $706K |
| UFCW Union Local No. 655, Food Employer's Joint Pe | Board of Trustees of UFCW Local 655, Food Employers Joint Pension Plan | MO | 18,936 | $779M | $203K |
| Seafarers Pension Plan | Board of Trustees Seafarers Pension Plan | MD | 17,705 | $2.06B | $521K |
| Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund | Board of Trustees Indiana/kentucky/ohio Regional Council Carpenters Pe | MI | 13,860 | $1.78B | $283K |
| Mid-Atlantic Regional Council of Carpenters' Annuity Fund | Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity | MD | 13,746 | $126M | $115K |
| Neca-Ibew Pension Trust Fund | Neca-Ibew Pension Trust Fund | IL | 12,974 | $1.59B | $248K |
| United Food and Commercial Workers Local 1546 Pension Plan | Board of Trustees of United Food & Commercial WKRS Local 1546 Pension | IL | 12,224 | $217M | $81K |
| Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada | Board of Trustees, Sheet Metal Workers' Pension Plan | CA | 11,552 | $1.42B | $203K |
| Electrical Workers Deferred Income Plan Local 103, I.B.E.W. | Joint Board of Trustees, Electrical | MA | 10,105 | $1.77B | $345K |
| United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan | Board of Trustees, United Food & Commercial Workers Union Local 152 | NJ | 9,885 | $486M | $405K |
| Iron Workers' Mid-America Pension Plan | Board of Trustees of Iw Mid-America Pension Plan | IL | 9,805 | $998M | $123K |
| Mid-Atlantic Regional Council of Carpenters' Pension Plan | Board of Trustees - Marc Pension Plan | MD | 9,688 | $572M | $130K |
| Western Washington Painters Defined Contribution Pension Plan | Board of Trustees, W. Wa Painters Defined Contribution Pension Plan | WA | 8,264 | $262M | $128K |
| Edison Pension Plan | Board of Trustees, Edison Pension Trust | OR | 8,208 | $1000M | $221K |
| Hanford Multi-Employer Pension Plan | Hanford Pension & Savings Plans Committee | WA | 7,714 | $1.22B | $231K |
| Western States Office & Professional Employees Pen | Western States Office & Professional Emp | CA | 6,631 | $601M | $188K |
| Chicago Painters and Decorators Pension Fund | Board of Trustees of Chicago Painters and Decorators Pension FD | IL | 6,443 | $1.20B | $230K |
| Western States Insulators and Allied Workers' Pension Plan | Trustees of W. States Insulators & Allied Workers Pension Fund | CA | 5,738 | $491M | $270K |
| Laborers Local Union No. 158 Pension Plan | Laborers Local Union No. 158 Pension Fund | PA | 5,499 | $246M | $128K |
| Carolina Electrical Workers Retirement Fund | Board of Trustees of Carolina Electrical Workers Retirement Fund | FL | 5,190 | $154M | $28K |
| Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund | Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust | WA | 5,157 | $358M | $136K |
| Chicago Area Ib of T Severance and Retirement Plan | Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund | IL | 4,735 | $54.8M | $14K |
| IBEW Local 683 Pension Fund Pension Plan | IBEW Local 683 Board of Trustees | MO | 4,667 | $365M | $76K |
| Indiana Electrical Workers Pension Plan | Indiana Electrical Workers Pension Trust Fund IBEW | IN | 4,587 | $520M | $105K |
| IBEW Local No 640 & Az Chapter Neca Defined Benefit Pension Plan | B of T IBEW Local 640 & Az Chapter Neca DB Pension Plan | AZ | 4,507 | $228M | $63K |
| Usw District 10, Local 286, Pension Plan | Board of Trustees Usw District 10,LOCAL 286, | PA | 4,012 | $72.2M | $22K |
Questions and answers
How many plans does Asb Capital Management serve?
95 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 Asb Capital Management?
The median plan reported $23.68 per participant in direct and indirect compensation (94 plans reporting an amount), or 0.03% 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 (85 plans), Custodial (securities) (10 plans), Trustee (bank, trust company, or similar financial institution) (1 plans) and Securities brokerage (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.