Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Clark, Schaefer, Hackett & Co.
Most often reported for accounting and auditing
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.
Clark, Schaefer, Hackett & Co. is named as a service provider on the Schedule C of 68 retirement plans with 100 or more participants for plan year 2024, covering 330,421 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $1.4M. Per plan, the median was $17.24 per participant, with the middle half of plans between $6.87 and $35.73. 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 Ohio (48), Michigan (5) and Missouri (3).
In 2009 it appeared on 17 such filings; in 2024, 67. 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 | $6.87 | $17.24 | $35.73 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 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 |
|---|---|---|---|---|---|
| Macys Inc. 401(k) Retirement Investment Plan | Macys, Inc. | OH | 163,125 | $4.63B | $48K |
| Employee Retirement Savings Plan - Premier Health Partners | Premier Health Partners | OH | 15,445 | $571M | $16K |
| Premier Health Partners Employees Retirement Plan | Premier Health Partners | OH | 14,944 | $411M | $18K |
| The Employer Retirement Savings Plan - Premier Health Partners | Premier Health Partners | OH | 14,377 | $244M | $16K |
| Total Quality Logistics, LLC Retirement Plan | Total Quality Logistics, LLC | OH | 9,233 | $280M | $14K |
| Iron Workers District Council of So Oh & Vicinity Annuity Trust | Iron Workers District Council of Southern Ohio & Vicinity | OH | 8,817 | $533M | $61K |
| Iron Workers District Council of So Oh & Vicinity Pension Trust | Iron Workers District Council of Southern Ohio & Vicinity | OH | 8,620 | $1.16B | $80K |
| University of Dayton Tda Plan | University of Dayton | OH | 6,345 | $667M | $21K |
| Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan | Board of Trustees NW Ohio Carp MW PD Supplemental | OH | 6,255 | $354M | $13K |
| Lennox International Inc. 401(k) for Hourly Employees | Lennox International Inc. | TX | 6,075 | $129M | $13K |
| Broadstreet 401(k) Plan | Broadstreet Partners, Inc. | OH | 5,775 | $514M | $21K |
| Anheuser-Busch Defined Benefit Plan | Anheuser-Busch Companies, LLC | MO | 5,582 | $508M | $53K |
| SW Oh Regional Council of Carpenters Pension Plan | SW Oh Regional Council of Carpenters | MI | 5,233 | $414M | $54K |
| University of Dayton Defined Contribution Retirement Plan | University of Dayton | OH | 5,186 | $382M | $18K |
| Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan | Sheet Metal Workers Local 33 | OH | 4,154 | $176M | $16K |
| HCF Management, Inc. Retirement Incentive Savings Plan | HCF Management, Inc. | OH | 3,754 | $53.1M | $31K |
| Painting Industry Profit Sharing Annuity Plan | Decorating Painters District Council 6 & Contractors Association | OH | 3,130 | $90.1M | $18K |
| Brewery Conference/anheuser-Busch Defined Benefit Pension Plan | Bot of Brewery Conference/anheuser Busch Defined Benefit Pension Plan | MO | 2,715 | $521M | $15K |
| Medamerica Health Systems Corporation 401(k) Savings and Investment Plan | Medamerica Health Systems Corporation | OH | 2,555 | $169M | $15K |
| Northern Ohio Laborers' Profit Sharing Annuity Plan | Board of Trustees of the Northern Ohio Laborers Psap | OH | 2,197 | $39.6M | $13K |
| Boilermakers Local No. 85 Defined Contribution Retirement Plan | Trustees of the Boilermakers Local No. 85 DCRP | OH | 2,073 | $6.5M | $11K |
| Plumbers & Pipefitters Local No 189 Pension Plan | Plumbers & Pipefitters Local No 189 and McAco | OH | 2,055 | $201M | $32K |
| Plumbers Pipefitters Local No 776 Profit Sharing Annuity Plan | Board of Trustees Plumbers Pipe Profit Sharing Annuity Plan | OH | 2,022 | $64.1M | $14K |
| Joyson Safety Systems 401(k) Plan | Joyson Safety Systems Acquisitions, LLC | MI | 1,937 | $366M | $25K |
| Plumbers & Pipefitters Local No 189 Retirement Savings Plan | Plumbers & Pipefitters Local No 189 and McAco | OH | 1,858 | $219M | $16K |
| IBEW Local No. 82 Pension Plan | IBEW Local No. 82 Pension Plan | PA | 1,789 | $153M | $35K |
| St. Louis Teamster Brewery Workers Pension Plan | Joint Bot of the St. Louis Teamster Brewery Workers Pension Plan | MO | 1,526 | $276M | $29K |
| Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan | Trustees of Sheet Metal Workers Local 33 Pension Plan | OH | 1,341 | $191M | $26K |
| Ironworkers Local No 55 Pension Plan | Board of Trustees Ironworkers Local No. 55 Pension Plan | OH | 1,305 | $217M | $14K |
| Northwest Ohio Area Industries UAW Retirement Income Plan | Board of Trustees Northwest Ohio Area Industries UAW Retirement Inc. | OH | 1,285 | $34.7M | $22K |
| Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan | Otterbein University | OH | 1,254 | $136M | $13K |
| Ironworkers Local No 55 Profit Sharing Annuity Plan and Trust Fund | Board of Trustees Ironworkers Lu No 55 Profit Sharing | OH | 1,162 | $75.6M | $13K |
| IBEW Local No. 82 Defined Contribution Plan | IBEW Local No. 82 Defined Contribution Plan | PA | 1,153 | $97.8M | $31K |
| Vibrantz Corporation Pension Plan for Legacy Employees | Vibrantz Corporation | TX | 1,119 | $126M | $15K |
| Vorys, Sater, Seymour and Pease LLP Retirement Plan | Vorys, Sater, Seymour and Pease LLP | OH | 1,083 | $436M | $15K |
| Plumbers & Pipefitters Local 162 Retirement Savings Plan | Plumbers and Pipefitters Local 162 Retirement Savings Plan | OH | 968 | $60.9M | $24K |
| International Brotherhood of Electrical Workers Local Union 305 Pension Plan | IBEW Local Union 305 Pension Plan Board of Trustees | IN | 967 | $99.0M | $23K |
| IBEW 648 Pension Plan | IBEW 648 Pension Plan | WV | 935 | $90.0M | $39K |
| Toledo Area Sheet Metal Workers Pension Plan and Trust | Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee | MI | 875 | $49.3M | $16K |
| Sheet Metal Workers Local 224 Pension Fund | Sheet Metal Workers Local 224 Pension Fund BD of Trustees | MI | 795 | $76.1M | $42K |
Questions and answers
How many plans does Clark, Schaefer, Hackett & Co. serve?
68 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 Clark, Schaefer, Hackett & Co.?
The median plan reported $17.24 per participant in direct and indirect compensation (67 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 Accounting (including auditing) (58 plans), Contract Administrator (5 plans), Recordkeeping and information management (3 plans) and Consulting (pension) (2 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.