Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Deloitte Tax LLP
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.
Deloitte Tax LLP is named as a service provider on the Schedule C of 35 retirement plans with 100 or more participants for plan year 2024, covering 958,533 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $1.6M. Per plan, the median was $2.38 per participant, with the middle half of plans between $0.79 and $6.01. 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 (5) and Virginia (3).
In 2009 it appeared on 24 such filings; in 2024, 44. 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 | $0.79 | $2.38 | $6.01 |
| Compensation as a share of plan net assets | 0.00% | 0.00% | 0.00% |
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 |
|---|---|---|---|---|---|
| UPS Pension Plan | United Parcel Service of America, Inc. | GA | 246,785 | $9.28B | $91K |
| UPS Retirement Plan | United Parcel Service of America, Inc. | GA | 144,570 | $21.2B | $128K |
| Ups/ibt Full-Time Employee Pension Plan | Board of Trustees of the Ups/ibt Full-Time Pension Plan | GA | 102,332 | $12.2B | $31K |
| Gapshare 401(k) Plan | Gap Inc. | CA | 83,515 | $2.61B | $13K |
| Liberty Mutual Retirement Benefit Plan | Liberty Mutual Group Inc. | MA | 71,087 | $6.25B | $330K |
| American International Group, Inc. Retirement Plan | American International Group, Inc. | NY | 39,221 | $2.97B | $104K |
| Marsh & McLennan Companies Retirement Plan | Marsh & McLennan Companies, Inc. | NY | 35,450 | $4.06B | $171K |
| Arthur J. Gallagher & Co. Employees Savings and Thrift Plan | Arthur J. Gallagher (Illinios), LLC. | IL | 29,898 | $3.90B | $7,128 |
| Philips North America 401(k) Plan | Philips North America LLC | MA | 27,842 | $6.37B | $9,530 |
| Weyerhaeuser Pension Plan | Weyerhaeuser Company | WA | 19,501 | $1.48B | $130K |
| Tenneco 401(k) Investment Plan | Tenneco Automotive Operating Company LLC | MI | 17,937 | $1.82B | $7,600 |
| Huntington Ingalls Industries, Inc. Newport News Operations Pension Plan for Employees Covered by United Steelworkers Local 8888 Cba | Huntington Ingalls Industries, Inc. | VA | 15,625 | $1.42B | $11K |
| Ally Financial Inc. Retirement Savings Plan | Ally Financial Inc. | MI | 15,192 | $2.88B | $5,035 |
| Nyu Langone Hospitals Retirement Plan | Nyu Langone Hospitals | NY | 13,622 | $1.47B | $5,402 |
| Yale University Retirement Plan for Staff Employees | Yale University | CT | 13,392 | $2.17B | $100K |
| The National Football League Club Employees Pension Plan | Multiple Employers | MD | 11,358 | $2.20B | $70K |
| Hii Newport News Shipbuilding, Inc. Retirement Plan | Huntington Ingalls Industries, Inc. | VA | 11,069 | $3.54B | $26K |
| Relx Inc. US Retirement Plan | Relx Inc. | NY | 10,928 | $1.00B | $46K |
| Huntington Ingalls Industries Retirement Plan B | Huntington Ingalls Industries, Inc. | VA | 10,213 | $1.44B | $11K |
| Independence Blue Cross Blue Chip Retirement Savings Plan | Independence Blue Cross, LLC | PA | 6,073 | $919M | $36K |
| Arthur J. Gallagher & Co. Employees' Pension Plan | Arthur J. Gallagher (Illinois), LLC | IL | 5,137 | $313M | $8,262 |
| New York University Staff Pension Plan for Non-Contributory | New York University | NY | 3,989 | $384M | $5,805 |
| Hawaii Electricians Annuity Plan | Hawaii Electricians Annuity Plan | HI | 3,867 | $437M | $7,052 |
| Spectrum Health Pension Plan | Corewell Health | MI | 3,593 | $214M | $10K |
| NFL Pension Plan | National Football League | NY | 3,276 | $544M | $6,906 |
| Suntory Global Spirits Retirement Savings Plan | Suntory Global Spirits, Inc. | NY | 2,902 | $631M | $5,428 |
| Retirement Plan of Marathon Oil Company | Marathon Oil Company | TX | 2,595 | $240M | $2,477 |
| Toshiba America, Inc. 401(k) Savings Plan | Toshiba America, Inc. | CA | 1,597 | $512M | $25K |
| Beam Pension Plan | Beam Global Spirits & Wine, Inc. | IL | 1,210 | $159M | $5,063 |
| Path Profit Sharing 401(k) Incentive Plan | Path | WA | 1,086 | $301M | $5,673 |
| Borland-Groover Clinic, P.A. Profit Sharing Plan and Trust | Borland-Groover Clinic, P.A. | FL | 998 | $127M | $15K |
| Paul Hastings LLP Defined Benefit Retirement Plan for Partners | Paul Hastings LLP | CA | 718 | $1.11B | $61K |
| Jim Beam Brands Company Union 401(k) Plan | Jim Beam Brands Co. | IL | 715 | $57.5M | $5,428 |
| Euromoney Institutional Investor Savings & Investment Plan | Institutional Investor, LLC | NY | 664 | $98.7M | $16K |
| Safeway Insurance Group Profit Sharing and 401(k) Plan | Safeway Insurance Company | IL | 576 | $118M | $55K |
Questions and answers
How many plans does Deloitte Tax LLP serve?
35 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 Deloitte Tax LLP?
The median plan reported $2.38 per participant in direct and indirect compensation (35 plans reporting an amount), or 0.00% 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) (29 plans), Consulting (general) (8 plans), Actuarial (4 plans) and Consulting (pension) (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.