Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Chartwell Investment 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.
For plan year 2024, 60 retirement plans with 100 or more participants reported paying Chartwell Investment Partners $5,000 or more. Those plans cover 412,775 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $6.2M. Per plan, the median was $21.82 per participant, with the middle half of plans between $15.91 and $41.72. 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 (13), Pennsylvania (13) and New York (8).
In 2013 it appeared on 14 such filings; in 2024, 70. 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 | $15.91 | $21.82 | $41.72 |
| 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 |
|---|---|---|---|---|---|
| International Painters and Allied Trades Industry Pension Plan | Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees | MD | 95,494 | $4.44B | $248K |
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $449K |
| Felra & UFCW Pension Plan | Board of Trustees, Felra & UFCW Pension | MD | 38,910 | $1.43B | $128K |
| Eastern Atlantic States Carpenters Annuity Fund | Board of Trustees Eastern Atlantic States Carpenters Annuity Fund | PA | 34,950 | $2.17B | $103K |
| The Hartford Investment and Savings Plan | Hartford Fire Insurance Company | CT | 31,062 | $7.18B | $670K |
| Electrical Workers Local No. 26 Pension Trust Fund | Electrical Workers Local No 26 Pension Trust Fund | MD | 13,539 | $1.03B | $264K |
| UFCW Unions and Participating Employers Pension Plan | Board of Trustees the UFCW Unions and Participating Employers Pension | MD | 11,636 | $94.1M | $30K |
| Local No. 731, I.B. of T., Pension Fund | Local No. 731, I.B. of T., Pension Fund | IL | 8,408 | $1.10B | $209K |
| Teamsters Joint Council No. 83 of Virginia Pension Fund | Teamsters Joint Council No. 83 of Virginia Pension Fund | VA | 7,759 | $1.47B | $152K |
| International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware | International Union of Operting Eng. Pen Fund of E.pennsylvania and de | PA | 7,393 | $1.06B | $154K |
| Local 68 Engineers Union Annuity Plan | Local 68 Engineers Union Annuity Fund Board of Trustees | NJ | 7,033 | $971M | $609K |
| United Assn Full-Time Sal Off & Emp of Locl Unions Councils, ST & Prov Pen Plan | U a Local Union Officers & Employees Pension Fund | MD | 5,864 | $1.26B | $209K |
| Laborers Local Union No. 158 Pension Plan | Laborers Local Union No. 158 Pension Fund | PA | 5,499 | $246M | $93K |
| Local 68 Engineers Union Pension Plan | Local 68 Engineers Union Pension Fund Board of Trustees | NJ | 5,417 | $462M | $103K |
| International Union of Painters and Allied Trades District Council No. 21 Annuity Fund | International Union of Painters & Allied Trades DC No. 21 Annuity Fund | PA | 5,178 | $219M | $83K |
| Western PA Electrical Employees Pension Trust Fund | Board of Trustees,ibew Local Union No 5 & Western PA Chapter Neca | PA | 4,769 | $823M | $77K |
| Laborers District Council Pension and Disability Trust Fund No. 2 | Laborers District Council Pension and Disability Trust Fund No. 2 | MD | 4,494 | $146M | $56K |
| Joint Pension Fund of Local Union No 102 | Joint Pension Fund of Local Union No 102 IBEW Board of Trustees | NJ | 4,355 | $718M | $86K |
| No Calif Glaziers, Architectural Metal and Glassworkers Pension Plan | Board of Trustees, No. Calif. Glaziers Architectural Metal & Glas | CA | 4,278 | $547M | $76K |
| Sheet Metal Workers Pension Fund of Local Union No. 19 | Sheet Metal Workers Pension Fund of Local Union | PA | 4,207 | $519M | $199K |
| Usw District 10, Local 286, Pension Plan | Board of Trustees Usw District 10,LOCAL 286, | PA | 4,012 | $72.2M | $71K |
| Plumbers and Steamfitters Local 486 Pension Fund | Plumbers and Steamfitters 486 Pension Fund Board of Trustees | MD | 3,602 | $382M | $146K |
| Smart Local 265 Pension Fund | Trustees of the Smart Local 265 Pension Fund | IL | 3,363 | $607M | $100K |
| Steamfitters Local #449 Pension Plan | Board of Trustees Steamfitters Local #449 Pension Fund | PA | 3,234 | $479M | $137K |
| Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity | Board of Trustees, Operating Engineers Pension Trust Fund of Washingto | MD | 2,896 | $203M | $155K |
| Roofers Union Local 30 Combined Pension Fund | Joint Board of Trustees Roofers Local Union 30 | MI | 2,548 | $171M | $146K |
| The Maritime Association - I.L.A. Pension Fund | Maritime Association - I.L.A. Pension Fund | TX | 2,309 | $165M | $236K |
| Bricklayers & Allied Craftsmen Local 2 Annuity Fund | Board of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity FD | NY | 2,283 | $18.8M | $6,365 |
| Upstate New York Bakery Drivers and Industry Pension Fund | Trustees of the Upstate New York Bakery Drivers and Industry Pension F | NY | 2,265 | $105M | $18K |
| Operating Engineers Local No 37 Pension Fund | BRD of Trustees Oe 37 Pension Fund | MD | 2,243 | $154M | $14K |
| Marble,tile and Terrazzo Workers Individual Account Fund | Trustees of the Marble,tile and Terrazzo Workers | MD | 2,228 | $9.8M | $7,591 |
| District Council 82 Painting Industry Pension Plan | Trustees of District Council 82 Painting Industry Pension Plan | MN | 2,214 | $319M | $35K |
| McAsf Local 725 Pension Plan | Board of Trustees McAsf Local 725 Pension Trust Fund | FL | 2,129 | $235M | $53K |
| Roofers Union Local 30 Combined Annuity Fund | Joint Board of Trustees Roofers Union Local 30 | MI | 1,985 | $112M | $36K |
| Teamsters Industrial Employees Pension Fund | Teamsters Industrial Employees Pension Fund | NJ | 1,943 | $74.4M | $8,231 |
| Laborers' Local #157 Annuity Fund | Laborers' Local #157 Annuity Fund | NY | 1,872 | $30.3M | $6,742 |
| Twu-Westchester Private Bus Lines Pension Trust | Twu-Westchester Private Bus Lines Pension Trust | NY | 1,852 | $209M | $90K |
| Plumbers & Steamfitters Local 43 Pension Fund | Plumbers & Steamfitters Local 43 Pension Fund | TN | 1,831 | $150M | $44K |
| Plumbers Lu No 690 Supplemental Retirement Plan | BD of Tees of Plumbers Lu No 690 SRP | PA | 1,800 | $156M | $163K |
| Bac Local No. 1 Washington Pension Trust | Bac Local No. 1 Washington Pension Trust | WA | 1,765 | $163M | $76K |
Questions and answers
How many plans does Chartwell Investment Partners serve?
60 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 Chartwell Investment Partners?
The median plan reported $21.82 per participant in direct and indirect compensation (60 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 (51 plans), Named fiduciary (9 plans), Investment advisory (plan) (2 plans) and Legal (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.