Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Chevy Chase Trust 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.
Chevy Chase Trust Company is named as a service provider on the Schedule C of 52 retirement plans with 100 or more participants for plan year 2024, covering 414,630 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $5.7M. Per plan, the median was $19.31 per participant, with the middle half of plans between $11.23 and $38.99. 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 (8), Illinois (6) and Maryland (6).
In 2009 it appeared on 25 such filings; in 2024, 60. 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 | $11.23 | $19.31 | $38.99 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.03% |
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 Annuity Plan | Trustees of the National Electrical Annuity Plan | MD | 182,716 | $16.8B | $2.2M |
| Laborers National Pension Fund | Board of Trustees of the Laborers National Pension Fund | TX | 40,898 | $1.53B | $350K |
| 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 | $221K |
| Mid-Atlantic Regional Council of Carpenters' Annuity Fund | Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity | MD | 13,746 | $126M | $5,628 |
| Neca-Ibew Pension Trust Fund | Neca-Ibew Pension Trust Fund | IL | 12,974 | $1.59B | $122K |
| Midwest Pension Plan | Board of Trustees - Midwest Pension Plan | IL | 11,544 | $122M | $147K |
| Electrical Workers Deferred Income Plan Local 103, I.B.E.W. | Joint Board of Trustees, Electrical | MA | 10,105 | $1.77B | $0 |
| Teamsters Local 639 - Employers Pension Trust Fund | Joint Board of Trustees Teamsters Local 639 - Employers Pension Trust | DC | 9,501 | $1.72B | $478K |
| Local No. 731, I.B. of T., Pension Fund | Local No. 731, I.B. of T., Pension Fund | IL | 8,408 | $1.10B | $111K |
| Heating, Piping and Refrigeration Pension FD Pension Fund | BD of Tees Heating, Piping & Refrigeration Pension Fund | MD | 8,132 | $1.36B | $311K |
| Latham & Watkins 401(k) Savings and Profit Sharing Plan | Latham & Watkins LLP | CA | 8,106 | $3.07B | $116K |
| Local 282 Pension Trust Fund | Board of Trustees of Local 282 | NY | 7,375 | $1.35B | $93K |
| Inlandboatmen's Union of the Pacific National Pension Plan | Board of Trustees, Ibu of the Pacific National | OR | 4,899 | $299M | $117K |
| Local 91 Pension Fund | Local 91 Pension Fund Board of Trustees | NY | 4,783 | $180M | $53K |
| Painters and Allied Trades District Council No. 35 Pension Fund | BD of Trustees PDC Pension Fund | MA | 4,737 | $805M | $117K |
| IBEW Local 683 Pension Fund Pension Plan | IBEW Local 683 Board of Trustees | MO | 4,667 | $365M | $30K |
| Wa-Id Laborers Employers Pension Trust | Wa-Id Laborers Employers Pension Trust | WA | 4,292 | $209M | $44K |
| Hollow Metal Pension Fund | Hollow Metal Pension Fund | NY | 4,204 | $76.8M | $21K |
| Usw District 10, Local 286, Pension Plan | Board of Trustees Usw District 10,LOCAL 286, | PA | 4,012 | $72.2M | $11K |
| Maryland Electrical Industry Pension Plan | Maryland Electrical Ind Pension | WV | 3,817 | $288M | $57K |
| Minnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund | Trustees of Minnesota & North Dakota Bricklayers & Allied Craftworkers | MN | 3,492 | $481M | $151K |
| St. Paul Electrical Construction Pension Plan | Board of Trustees St. Paul Electrical Construction Pension Plan | MN | 3,435 | $388M | $95K |
| Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust | Bot - Oregon Sheet Metal Workers Master Retirement Trust | OR | 3,426 | $527M | $44K |
| Smart Local 265 Pension Fund | Trustees of the Smart Local 265 Pension Fund | IL | 3,363 | $607M | $105K |
| Arnold & Porter Profit-Sharing and 401(k) Plan and Trust | Arnold & Porter Kaye Scholer LLP | DC | 3,061 | $1.58B | $88K |
| South Florida Electrical Workers Pension Plan | Trustees of South Florida Electrical Workers Pension Plan | AZ | 2,348 | $148M | $27K |
| Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan | Bot Sheet Metal Workers Local Union NO.17 Supplemental Pension Fund | MA | 2,255 | $165M | $0 |
| IBEW Local Union No. 9 and Line Clearance Contract 401(k) Retirement Fund | Trustees of IBEW Local Union No. 9 and Line Clearance Contractors 401( | MI | 2,003 | $143M | $41K |
| Plumbers and Steamfitters Local 60 Pension Fund | Board of Trustees Plumbers and Steamfitters Local 60 Pension Fund | LA | 1,957 | $90.4M | $12K |
| Plumbers & Steamfitters Local 43 Pension Fund | Plumbers & Steamfitters Local 43 Pension Fund | TN | 1,831 | $150M | $29K |
| Laborers Local 231 Annuity Fund | Board of Trustees Laborers Local 231 Annuity Fund | IL | 1,798 | $40.6M | $12K |
| New Orleans Electrical Pension Fund | Board of Trustees of the Noe Pension Plan | TN | 1,482 | $52.4M | $0 |
| Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund | Bot Bricklayers & Allied Craftworkers,l 2, Albany,ny Pens FD | NY | 1,447 | $128M | $23K |
| Cement Masons Union Local 592 Pension Plan | Trustees of the Cement Masons Union Local 592 Pension Plan | PA | 1,390 | $139M | $25K |
| Plumbers & Steamfitters Local 267 Pension Fund | Plumbers 267 Pension Fund Local 267 Pension Fund | NY | 1,375 | $179M | $29K |
| International Brotherhood of Electrical Workers Local Union No 226 Open End Pension Fund | IBEW Local Union No 226 Pension Fund | KS | 1,273 | $101M | $34K |
| Laborers Local 231 Pension Plan | Board of Trustees Laborers Local 231 Pension Fund | IL | 1,184 | $126M | $45K |
| Asbestos Workers L 24 Pen FD Def Benefit Plan | BD Ttees Asbestos WRKS L 24 Pen FD | MD | 1,054 | $108M | $54K |
| Maynard Nexsen, PC 401(k) Plan & Trust | Maynard Nexsen, PC | AL | 1,023 | $410M | $44K |
| Employer Local No. 375 Pension Plan | Employer Local 375 Pension Plan C/o Beacon Administrators & Consultant | NJ | 921 | $21.2M | $30K |
Questions and answers
How many plans does Chevy Chase Trust Company serve?
52 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 Chevy Chase Trust Company?
The median plan reported $19.31 per participant in direct and indirect compensation (48 plans reporting an amount), or 0.02% 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 (41 plans), Custodial (securities) (11 plans), Trustee (bank, trust company, or similar financial institution) (5 plans) and Investment advisory (participants) (3 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.