Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Boston Trust Walden Company
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, 34 retirement plans with 100 or more participants reported paying Boston Trust Walden Company $5,000 or more. Those plans cover 163,973 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $4.7M. Per plan, the median was $25.59 per participant, with the middle half of plans between $14.47 and $54.89. 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 Pennsylvania (7), Massachusetts (5) and Minnesota (3).
In 2009 it appeared on 29 such filings; in 2024, 34. 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 | $14.47 | $25.59 | $54.89 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 0.06% |
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 |
|---|---|---|---|---|---|
| Locals 302 & 612 of the IUOE - Employers Construction Industry Retirement Plan | Board of Trustees, Locals 302 & 612 of the IUOE - | WA | 19,582 | $3.33B | $434K |
| 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 | $149K |
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | BD of Trustees Local 705 I.B. of T. Pension Trust Fund | IL | 15,670 | $1.88B | $263K |
| District No. 9 International Association of Machin Aerospace Workers Pension Plan | Joint Board of Trustees of District 9 I.A.M & A.W. Pension Trust | MO | 13,905 | $749M | $158K |
| Minneapolis Retail Meat Cutters and Food Handlers Pension Fund | Board of Trustees, Minneapolis Retail Meat Cutters | MN | 13,679 | $605M | $212K |
| Annuity Fund of Operating Engineers Local 513 | Board of Trustees of Annuity Fund of Operating Engineers Local 513 | MO | 9,613 | $323M | $45K |
| Snap-On Incorporated Retirement Plan | Snap-On Incorporated | WI | 9,447 | $971M | $245K |
| UFCW Intl Union Pension Plan for Employees | Executive Committee of the U.F.C.W Intl Union | DC | 7,935 | $1.15B | $287K |
| Teamsters Local 210 Affiliated Pension Trust Fund | Board of Trustees Teamsters Local 210 Affiliated Pension Trust Fund | NY | 7,579 | $155M | $47K |
| JM Family Associates' Retirement Plan | JM Family Automotive LLC | FL | 7,558 | $825M | $182K |
| Teamsters Union No. 142 Pension Fund | Trustees of Teamsters Union No. 142 Pension Fund | IN | 6,610 | $637M | $169K |
| Iron Workers' Local No. 25 Pension Fund | Board of Trustees, Iron Workers Local No. 25 | MI | 5,300 | $563M | $120K |
| Electrical Workers Local No. 292 Pension Plan | Trustees Electrical Workers Local NO.292 Pension Plan | MN | 5,243 | $447M | $212K |
| Local 888 Pension Fund | Board of Trustees Local 888 Pension Fund | NJ | 3,519 | $46.0M | $4,602 |
| Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan | Pipefitters Local Union NO.537 | MA | 3,374 | $776M | $1.2M |
| Snap-On Incorporated Retirement Plan for Hourly Employees | Snap-On Incorporated | WI | 2,914 | $155M | $39K |
| Central Iowa Carpenters Pension Plan | Board of Trustees Central Iowa Carpenters Pension Plan | MN | 2,377 | $202M | $101K |
| Jacksonville Plumbers and Pipefitters Pension Plan | Trustees of Jacksonville Plumbers and Pipefitters Pension Plan | TN | 2,022 | $321M | $95K |
| Teamsters Local 819 Pension Fund | Teamsters Local 819 Pension Fund | NY | 1,836 | $50.5M | $41K |
| Teamsters Union Local 293 Pension Plan | Trustees of Teamsters Union Local 293 Pension Plan | OH | 1,304 | $97.1M | $7,985 |
| I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan | IBEW Lu 654 Pension Fund Trustees | NJ | 849 | $152M | $108K |
| United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan | United Union of Roofers, Waterproofers and Allied Workers, Local No. | OH | 736 | $98.2M | $39K |
| Local No. 8 Retirement Fund | Local No. 8 Retirement Fund | NY | 589 | $91.5M | $380K |
| Retirement Savings and Investment Plan for Employees of Knouse Foods Cooperative, Inc. Collective Bargaining Units | Knouse Foods Cooperative, Inc. | PA | 577 | $15.3M | $0 |
| Bsa-Ila Pension Plan | Boston Shipping Association, Inc. | MA | 508 | $111M | $29K |
| Community Resources for Independence, Inc. 401(k) Profit Sharing Plan | Community Resources for Independence, Inc. | PA | 461 | $12.5M | $0 |
| Boston Plasterers & Cement Masons Local 534 Deferred Income Plan | Board of Trustees BPCM Local 534 Deferred Income Fund | MA | 446 | $45.4M | $37K |
| Knouse Foods Cooperative, Inc. Retirement Savings & Investment Plan | Knouse Foods Cooperative, Inc. | PA | 313 | $24.4M | $0 |
| Transit Employees Retirement Plan | Pioneer Valley Transit Authority | MA | 244 | $25.0M | $137K |
| The Juniata Valley Bank 401(k) Plan | The Juniata Valley Bank | PA | 215 | $15.2M | $0 |
| Roofers Local 248 Pension Plan | Trustees Roofers and Slaters Local 248 Union | MA | 211 | $4.4M | $19K |
| McGill, Power, Bell & Associates, LLP 401(k) and Profit Sharing Plan | McGill, Power, Bell & Associates, LLP | PA | 141 | $11.9M | $0 |
| Pennon Organization 401(k) Retirement Plan | Pennon Organization | PA | 141 | $12.4M | $0 |
| LNP Media Group, Inc. 401(k) Retirement Plan | Pennon Organization | PA | 139 | $5.1M | $0 |
Questions and answers
How many plans does Boston Trust Walden Company serve?
34 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 Trust Walden Company?
The median plan reported $25.59 per participant in direct and indirect compensation (27 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 (31 plans), Custodial (securities) (9 plans), Trustee (bank, trust company, or similar financial institution) (8 plans) and Trustee (discretionary) (8 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.