Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Empower Annuity Insurance Company
Most often reported for recordkeeping and administration
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, 41 retirement plans with 100 or more participants reported paying Empower Annuity Insurance Company $5,000 or more. Those plans cover 169,466 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $5.9M. Per plan, the median was $50.73 per participant, with the middle half of plans between $18.32 and $88.12. 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 California (5), New York (4) and Texas (3).
In 2011 it appeared on 6 such filings; in 2024, 40. 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 | $18.32 | $50.73 | $88.12 |
| Compensation as a share of plan net assets | 0.02% | 0.08% | 0.21% |
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 |
|---|---|---|---|---|---|
| Deseret 401(k) Plan | Deseret Mutual Benefit Administrators | UT | 40,172 | $6.15B | $860K |
| Itw Savings and Investment Plan | Illinois Tool Works Inc. | IL | 27,157 | $4.19B | $1.6M |
| Fifth Third Bancorp 401(k) Savings Plan | Fifth Third Bancorp | OH | 25,787 | $4.01B | $20K |
| Te Connectivity Retirement Savings and Investment Plan | Te Connectivity Corporation | PA | 15,295 | $3.08B | $889K |
| Ericsson US 401(k) Plan | Ericsson Inc. | TX | 12,872 | $3.77B | $6,020 |
| I.U.O.E. Local #132 Annuity & Savings Fund | I.U.O.E. #132 Annuity & Savings FD | WV | 9,568 | $105M | $472K |
| Deluxe Corporation 401(k) Plan | Deluxe Corporation | MN | 8,627 | $1.45B | $21K |
| Autoliv Asp, Inc. Employee Savings and Investment Plan | Autoliv Asp, Inc. | UT | 5,509 | $687M | $21K |
| Shoe Show Retirement Savings Plan | Shoe Show, Inc. | NC | 3,638 | $48.8M | $95K |
| The Ethan Allen Retirement Savings Plan | Ethan Allen Global, Inc. | CT | 3,320 | $230M | $177K |
| Communityamerica Credit Union 401(k) Savings Plan | Communityamerica Federal Credit Union | KS | 2,965 | $612M | $54K |
| Steamship Trade Association of Baltimore, Incorporated International Longshoremen's Assoc. Severance and Annuity Plan | Board of Trustees of the Steamship Trade Association of Baltimore, Inc. | MD | 2,742 | $140M | $807K |
| Iron Workers of Western Pennsylvania Profit Sharing Plan | Board of Trustees Iron Workers of Western PA Profit Sharing Plan | PA | 1,906 | $226M | $117K |
| Dassault Falcon Jet Corporation Retirement Income Plan | Dassault Falcon Jet Corporation | NJ | 1,817 | $273M | $4,318 |
| Ila Warehouse Employees Pension Fund | Board of Trustees Ila Warehouse Employees Pension Fund | NY | 801 | $16.1M | $71K |
| Plumbers & Pipefitters U.A. Local 85 Retirement and 401(k) Fund | Joint Board of Trustees Plumbers & Pipefitters Local 85 Retirement | MI | 693 | $11.7M | $25K |
| Barksdale Federal Credit Union 401(k) Plan and Trust | Barksdale Federal Credit Union | LA | 600 | $33.8M | $64K |
| Itw Bargaining Savings and Investment Plan | Illinois Tool Works Inc. | IL | 554 | $19.7M | $19K |
| Local 231 IBEW Retirement Plan | Local 231 IBEW and Iowa Neca Sioux City Division Joint Board of Trust | NE | 477 | $63.3M | $24K |
| North Shore Animal League America 401(k) Plan | North Shore Animal League America, Inc. | NY | 390 | $9.8M | $20K |
| Brightpet 401(k) Plan | Brightpet Opf Buyer, Inc. | OH | 386 | $6.5M | $1,220 |
| Den Hartog Industries, Inc. 401(k) Retirement Plan | Den Hartog Industries, Inc. | IA | 351 | $26.4M | $185K |
| Titmouse Inc. 401(k) Profit Sharing Plan & Trust | Titmouse Inc. | CA | 330 | $12.5M | $15K |
| Lamoille Health Partners 401(k) Plan | Lamoille Health Partners, Inc. | VT | 322 | $10.4M | $40K |
| Monteleone Interests Profit Sharing and 401(k) Plan and Trust | New Hotel Monteleone, L.L.C. | LA | 319 | $19.4M | $2,556 |
| Pioneer Bank, National Association 401(k) Savings Plan | Pioneer Bank, National Association | NY | 309 | $27.0M | $16K |
| Medvantx 401(k) Retirement Plan | Medvantx, Inc. | CA | 263 | $8.0M | $13K |
| Solvay Bank Employees Savings and Protection Plan | Solvay Bank | NY | 247 | $17.6M | $37K |
| Partners Capital Investment Group, LLP 401(k) Plan | Partners Capital Investment Group, LLP | MA | 211 | $19.8M | $12K |
| Partners Bank 401(k) Savings Plan | Partners Bank | ME | 200 | $27.4M | $21K |
| Mavagi Enterprises Retirement Plan | Mavagi Enterprises, Inc. | TX | 184 | $979K | $5,643 |
| Arnold & Itkin 401(k) Retirement Plan | Arnold & Itkin, LLP | TX | 181 | $19.6M | $14K |
| Williams Homes, Inc. 401(k) Plan | Williams Homes, Inc. | CA | 181 | $10.0M | $22K |
| Architectural Arts Millwork, LLC 401(k) Plan | Architectural Arts Millwork, LLC | IA | 162 | $10.4M | $40K |
| Lee Bank 401(k) Plan | Lee Bank | MA | 149 | $19.5M | $965 |
| Lan Associates Epas, Inc. 401(k) Plan | Lan Associates | NJ | 141 | $34.6M | $70K |
| Stack Construction Technologies 401(k) Plan | Stack Construction Technologies Inc. | OH | 133 | $4.9M | $6,396 |
| Security Federal Savings Bank Employees' Retirement Readiness Plan | Security Federal Savings Bank | IN | 133 | $7.1M | $16K |
| Gmto Corporation Retirement Plan | Gmto Corporation | CA | 133 | $36.2M | $420 |
| Matsui Nursery, Inc. Profit Sharing 401(k) Plan | Matsui Nursery, Inc. | CA | 129 | $2.8M | $1,267 |
Questions and answers
How many plans does Empower Annuity Insurance Company serve?
41 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 Empower Annuity Insurance Company?
The median plan reported $50.73 per participant in direct and indirect compensation (41 plans reporting an amount), or 0.08% 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 Recordkeeping and information management (10 plans), Investment management (6 plans), Contract Administrator (3 plans) and Securities brokerage (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.