Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Empower Annuity Insurance Company O
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.
Empower Annuity Insurance Company O is named as a service provider on the Schedule C of 8,390 retirement plans with 100 or more participants for plan year 2024, covering 11,555,635 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $558M. Per plan, the median was $76.60 per participant, with the middle half of plans between $36.54 and $126. 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 (942), Texas (556) and Florida (466).
In 2009 it appeared on 1,636 such filings; in 2024, 8,411 (up 414%). 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 | $36.54 | $76.60 | $126 |
| Compensation as a share of plan net assets | 0.07% | 0.16% | 0.30% |
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 |
|---|---|---|---|---|---|
| Wells Fargo & Company 401(k) Plan | Wells Fargo & Company | MN | 255,580 | $57.9B | $6.3M |
| Trinet 401(k) Plan | Trinet HR III, Inc. | CA | 238,170 | $8.71B | $9.5M |
| Allied Universal 401(k) Plan | Universal Services of America, LP | CA | 231,285 | $681M | $2.6M |
| Justworks Retirement Savings Plan | Justworks Employment Group, LLC | NY | 163,323 | $3.93B | $2.0M |
| Dollar Tree Retirement Savings Plan | Dollar Tree, Inc. | VA | 105,623 | $979M | $1.4M |
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health, Inc. | WI | 103,145 | $10.5B | $3.6M |
| Southwest Airlines Co. Retirement Savings Plan | Southwest Airlines Co. | TX | 85,685 | $17.0B | $3.5M |
| Coadvantage Corporation Retirement Savings Plan | Coadvantage Corporation | FL | 84,855 | $1.23B | $4.3M |
| The Mount Sinai Medical Center 403(b) Retirement Plan | The Mount Sinai Medical Center | NY | 75,936 | $9.49B | $1,155 |
| The Retirement Savings Plan | The New York-Presbyterian Hospital | NY | 72,256 | $4.83B | $870 |
| Burlington Stores Savings Plan | Burlington Coat Factory Warehouse Corporation | NJ | 70,632 | $457M | $582K |
| Aya Healthcare Services, Inc. 401(k) Plan | Aya Healthcare Services, Inc. | CA | 59,752 | $443M | $1.1M |
| Baylor Scott & White Health Retirement Savings Plan | Baylor Scott & White Holdings | TX | 58,503 | $4.66B | $1.2M |
| Cognizant Technology Solutions 401(k) Savings Plan | Cognizant Technology Solutions | NJ | 54,490 | $3.04B | $1.4M |
| National Veterinary Associates, Inc. 401(k) Plan | National Veterinary Associates, Inc. | CA | 52,955 | $809M | $1.1M |
| Iu Health 401(k) Savings Plan | Indiana University Health Inc. | IN | 51,880 | $4.48B | $1.7M |
| Pilgrim's Pride Retirement Savings Plan | Pilgrim's Pride Corporation | CO | 49,561 | $478M | $345K |
| The 401(k) Plan | Health Care Service Corporation | TX | 46,212 | $3.92B | $128K |
| JBS 401(k) Savings Plan | JBS USA Food Company Holdings | CO | 45,920 | $680M | $704K |
| Westrock Company 401(k) Retirement Savings Plan | Westrock Company | GA | 45,282 | $4.98B | $1.6M |
| The MGM Resorts 401(k) Savings Plan | MGM Resorts International | NV | 43,365 | $2.24B | $1.5M |
| Medstar Health, Inc. Retirement Savings Plan | Medstar Health, Inc. | MD | 42,791 | $3.46B | $1.3M |
| Trinet Select 401(k) Plan | Trinet HR IV, LLC | CA | 42,129 | $2.95B | $2.2M |
| Henry Ford Health System Ambassador 403(b) Plan | Henry Ford Health System | MI | 41,205 | $932M | $715K |
| Accentcare 401(k) Retirement Savings Plan | Accentcare, Inc. | TX | 40,578 | $355M | $1.6M |
| 3M Voluntary Investment Plan and Employee Stock Ownership Plan | 3M Company | MN | 40,574 | $10.6B | $510K |
| Abbvie Savings Plan | Abbvie Inc. | IL | 39,371 | $13.4B | $17K |
| Ferguson Enterprises, LLC, 401(k) Retirement Savings Plan | Ferguson Enterprises, LLC | VA | 38,897 | $3.58B | $1.0M |
| Prisma Health 401(a) Plan | Prisma Health | SC | 38,606 | $939M | $301K |
| Global Medical Response, Inc. 401(k) Plan | Global Medical Response, Inc. | CO | 38,236 | $1.75B | $1.3M |
| Caliber Holdings LLC Retirement Savings Plan | Wand Newco 3, Inc. | TX | 38,090 | $862M | $36K |
| The Interpublic Group of Companies, Inc. Savings Plan | The Interpublic Group of Companies, Inc. | NY | 37,524 | $4.07B | $829K |
| Troon Golf, L.L.C. 401(k) Plan | Troon Golf, L.L.C. | AZ | 37,243 | $334M | $1.5M |
| Vail Resorts 401(k) Retirement Plan | The Vail Corporation DBA Vail Associates, Inc. a Colorado Corporation | CO | 37,206 | $541M | $594K |
| Elevator Constructors Annuity and 401(k) Retirement Plan | BD of Trustees of the Elev Constu Annuity and 401(k) Ret Plan | PA | 37,105 | $7.29B | $946K |
| Intuit Inc. 401(k) Plan | Intuit Inc. | CA | 35,542 | $3.68B | $129K |
| Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan | Wake Forest University Baptist Medical Center | NC | 35,237 | $3.64B | $160 |
| Deferred Salary Plan of the Electrical Industry | Board of Trustees of the Deferred Salary Plan of the Electrical Ind | NY | 33,824 | $7.99B | $1.4M |
| Life Care Centers of America, Inc. 401(k) Savings Plan | Life Care Centers of America, Inc. | TN | 31,367 | $298M | $591K |
| The Rite Aid 401(k) Plan | Rite Aid Corporation | PA | 30,990 | $3.21B | $756K |
Questions and answers
How many plans does Empower Annuity Insurance Company O serve?
8,390 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 O?
The median plan reported $76.60 per participant in direct and indirect compensation (7,897 plans reporting an amount), or 0.16% 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 (643 plans), Participant loan processing (567 plans), Investment management (159 plans) and Contract Administrator (141 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.