Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Boston Partners
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.
Boston Partners is named as a service provider on the Schedule C of 55 retirement plans with 100 or more participants for plan year 2024, covering 1,023,656 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $19.1M. Per plan, the median was $28.53 per participant, with the middle half of plans between $13.56 and $57.93. 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 New York (11), Massachusetts (6) and New Jersey (5).
In 2009 it appeared on 63 such filings; in 2024, 55 (down 13%). 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 | $13.56 | $28.53 | $57.93 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 0.05% |
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 |
|---|---|---|---|---|---|
| 1199SEIU Health Care Employees Pension Fund | Board of Trustees of 1199SEIU Health Care Employees Pension Fund | NY | 296,800 | $16.1B | $4.8M |
| Citi Retirement Savings Plan | Citigroup Inc. | CT | 121,279 | $23.2B | $388K |
| Bakery & Confectionery Union & Industry International Pension Fund | Joint Board of Trustees, Bakery & Confectionery Union & Industry | MD | 99,660 | $6.56B | $334K |
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | MA | 71,322 | $9.08B | $396K |
| National Roofing Industry Pension Fund | National Roofing Industry Pension Fund Wilson-McShane Corporation | MN | 33,266 | $2.13B | $551K |
| Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund | Board of Trustees, Southern California United Food | CA | 26,295 | $926M | $213K |
| Southern Electrical Retirement Fund | Board of Trustees - Southern Electrical Retirement Fund | TN | 25,932 | $2.19B | $364K |
| Teamsters Pension Trust Fund of Philadelphia & Vic | Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI | NJ | 24,600 | $2.48B | $766K |
| Ameren Retirement Plan | Ameren Corporation | MO | 23,302 | $4.38B | $847K |
| Aep Retirement Savings 401(k) Plan | American Electric Power Service Corporation | OH | 21,396 | $5.22B | $431K |
| Mason Tenders' District Council Pension Fund | Board of Trustees Mason Tenders District Council Pension Fund | NY | 19,759 | $1.93B | $564K |
| Southern California Ibew-Neca Pension Plan | Board of Trustees, Southern California Ibew-Neca | CA | 18,310 | $1.58B | $870K |
| North Central States Regional Council of Carpenters Pension Fund | Joint Board of Trustees of North Central States Regional Council of | WI | 18,092 | $1.83B | $495K |
| Children's Hospital Corporation Pension Plan | The Children's Hospital Corporation | MA | 17,341 | $1.03B | $94K |
| United Food and Commercial Workers Unions and Employers Pension Plan | United Food and Commercial Workers Employers Pension Plan | WI | 15,576 | $481M | $152K |
| Pinnacle West Capital Corporation Retirement Plan | Pinnacle West Capital Corporation | AZ | 15,460 | $3.06B | $154K |
| 32BJ School Workers Pension Fund | Board of Trustees of the 32BJ School Workers Pension Fund | NY | 15,019 | $598M | $282K |
| Heavy & General Laborers' Local Unions 472 & 172 of NJ Annuity Plan | BD of Trustees Heavy & General Laborers' of NJ Annuity Fund | NJ | 14,981 | $1.49B | $417K |
| Umass Memorial Health Care Pension Plan | Umass Memorial Health Care, Inc. | MA | 14,897 | $1.29B | $316K |
| Toyota Motor Sales, U.S.A., Inc. Pension Plan | Toyota Motor North America, Inc. | TX | 14,281 | $4.47B | $465K |
| Ironworkers National Pension Plan | Ironworkers National Pension Plan Board of Trustees | IL | 13,533 | $502M | $255K |
| NXP 401(k) Retirement Plan | NXP USA, Inc. | TX | 8,578 | $3.70B | $766K |
| Insulators and Allied Workers National Pension Fun | Board of Trustees of the Insulators and Allied Workers National Pensio | FL | 7,203 | $596M | $268K |
| International Union of Operating Engineers Local 4 Pension Fund | Board of Trustees I.U.O.E. Local 4 Pension Fund | MA | 7,096 | $1.29B | $540K |
| Metal Trades Branch Local 638 Pension Fund | Metal Trades Branch Local 638 Pension Fund | NY | 6,271 | $1.02B | $837K |
| Painters and Allied Trades District Council NO.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | MA | 6,176 | $525M | $46K |
| Northern Mn-Wi Area Retail Clerks Pension Fund | Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund | MN | 6,012 | $136M | $80K |
| Steamfitters Local Union No. 420 Pension Plan | Board of Trustees of Steamfitters Lu 420 Pension Plan | PA | 5,303 | $643M | $246K |
| Millwrights' Local 1102 Supplemental Pension Fund | Millwrights' Local 1102 Supplemental Pension Fund | MI | 5,173 | $0 | $314K |
| Painters and Allied Trades District Council No. 35 Pension Fund | BD of Trustees PDC Pension Fund | MA | 4,737 | $805M | $153K |
| Bronson Healthcare Retirement Plan | Bronson Healthcare Group, Inc. | MI | 4,230 | $315M | $163K |
| Georgia Stevedore Association International Longshoremen's Association Pension Plan | Georgia Stevedore Assoc. Int'l Longshoremen's Assoc. | GA | 4,116 | $831M | $414K |
| I.U.O.E. Local 132 Pension Fund | I.U.O.E. Local 132 Pension Fund | WV | 4,062 | $559M | $235K |
| Steamfitters Industry Pension Fund | Board of Trustees Steamfitters Industry Pension Fund | NY | 3,984 | $460M | $289K |
| Hawaii Annuity Trust Fund for Operating Engineers | Board of Trustees, Hawaii Operating Engineers | CA | 3,728 | $177M | $87K |
| Verizon Savings and Security Plan for West Region Hourly Employees | Verizon Communications Inc. | NJ | 2,479 | $316M | $6,453 |
| Uiu-Newspaper Guild of Greater Philadelphia Pension Fund | Uiu-Newspaper Guild of Greater Philadelphia Pension Fund | NJ | 2,400 | $334M | $69K |
| Michiana Area Electrical Workers Pension Fund | Board of Trustees Michiana Area Electrical Workers Pension Fund | MI | 2,251 | $223M | $107K |
| Teamsters Industrial Employees Pension Fund | Teamsters Industrial Employees Pension Fund | NJ | 1,943 | $74.4M | $13K |
| Westchester Heavy Construction Laborers Local 60 Annuity Fund | Board of Trustees Local 60 Annuity Fund | NY | 1,751 | $200M | $158K |
Questions and answers
How many plans does Boston Partners serve?
55 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 Boston Partners?
The median plan reported $28.53 per participant in direct and indirect compensation (55 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 (47 plans), Investment advisory (plan) (3 plans), Investment advisory (participants) (1 plans) and Custodial (securities) (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.