Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Goldman Sachs Asset Management
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.
For plan year 2024, 124 retirement plans with 100 or more participants reported paying Goldman Sachs Asset Management $5,000 or more. Those plans cover 1,381,928 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $38.5M. Per plan, the median was $34.81 per participant, with the middle half of plans between $7.03 and $108. 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 Minnesota (14), Illinois (12) and New York (10).
In 2009 it appeared on 121 such filings; in 2024, 132 (up 9%). 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 | $7.03 | $34.81 | $108 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.10% |
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 |
|---|---|---|---|---|---|
| Insperity 401(k) Plan | Insperity Holdings, Inc. | TX | 231,912 | $9.38B | $425K |
| Steelworkers Pension Trust | Steelworkers Pension Trust | PA | 123,674 | $7.18B | $1.3M |
| Target Corporation Pension Plan | Target Corporation | MN | 75,775 | $3.29B | $407K |
| KPMG Pension Plan | KPMG LLP | NJ | 71,845 | $3.07B | $1.2M |
| Liberty Mutual Retirement Benefit Plan | Liberty Mutual Group Inc. | MA | 71,087 | $6.25B | $6.2M |
| Cbre 401(k) Plan | Cbre Services, Inc. | TX | 51,826 | $4.34B | $142K |
| Retirement Plan for Employees of Aetna Inc. | Aetna Inc. | CT | 49,504 | $5.19B | $3.5M |
| USAA Pension Plan | United Services Automobile Association | TX | 49,301 | $4.28B | $183K |
| HSBC - North America (U.S.) Pension Plan | HSBC North America Holdings Inc. | IL | 39,143 | $2.86B | $800K |
| Ecolab Pension Plan | Ecolab Inc. | MN | 33,278 | $1.67B | $1.1M |
| McDonald's Corporation 401(k) Plan | McDonald's Corporation and Subsidiaries | IL | 32,254 | $3.74B | $238K |
| Dow Employees' Pension Plan | The Dow Chemical Company | MI | 31,955 | $10.7B | $627K |
| Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan | Baxter International Inc. | IL | 29,847 | $4.58B | $344K |
| Altria Retirement Plan | Altria Client Services LLC | VA | 25,614 | $6.42B | $408K |
| BD Retirement Plan | Becton Dickinson and Company | NJ | 22,288 | $1.57B | $2.7M |
| GSK 401(k) Plan | Glaxosmithkline LLC | PA | 21,762 | $8.79B | $360K |
| RR Donnelley Savings Plan | R. R. Donnelley & Sons Company | IL | 19,519 | $1.40B | $210K |
| Retirement Plan of Carilion Clinic | Carilion Clinic | VA | 17,990 | $1.44B | $632K |
| Pitney Bowes Pension Plan | Pitney Bowes Inc. | CT | 17,744 | $958M | $17K |
| The Hertz Corporation Account Balance Defined Benefit Pension Plan | The Hertz Corporation | FL | 17,012 | $325M | $310K |
| Cargill, Inc. and Associated Companies Salaried Employees Pension Plan | Cargill, Incorporated | MN | 16,751 | $2.00B | $1.0M |
| Phillips 66 Retirement Plan | Phillips 66 Company | TX | 15,952 | $2.20B | $72K |
| Cargill, Inc. and Assoc. Co's Pension Plan for Production Employees | Cargill, Incorporated | MN | 13,465 | $598M | $56K |
| Stanley Black & Decker Pension Plan | Black & Decker (U.S.) Inc. | MD | 12,751 | $717M | $72K |
| Alight Solutions LLC 401(k) Plan (Fka Hewitt Associates LLC 401(k) Plan) | Alight Solutions LLC | IL | 12,483 | $2.45B | $49K |
| Centerpoint Energy Savings Plan | Centerpoint Energy, Inc. | TX | 11,962 | $2.88B | $289K |
| Discover Financial Services Pension Plan | Discover Financial Services | IL | 11,889 | $482M | $1.2M |
| Thomson Reuters Group Pension Plan | Thomson Reuters Holdings Inc. | MN | 11,810 | $1.40B | $482K |
| Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees | Xcel Energy Inc. | MN | 11,750 | $1.24B | $812K |
| The National Football League Club Employees Pension Plan | Multiple Employers | MD | 11,358 | $2.20B | $53K |
| Checkers Drive-In Restaurants, Inc. 401(k) Plan | Checkers Drive-In Restaurants, Inc. | FL | 10,719 | $6.8M | $0 |
| Christian School Pension Plan and Trust Fund | Christian Schools International | MI | 10,062 | $919M | $871K |
| Colgate-Palmolive Company Employees Savings & Investment Plan | Colgate-Palmolive Company | NY | 8,882 | $3.27B | $244K |
| Dana Hourly Bargained Retirement and Savings Plan | Dana Limited | OH | 8,144 | $275M | $25K |
| Hologic, Inc. Savings and Investment Plan | Hologic, Inc. | MA | 6,876 | $1.19B | $23K |
| Ceridian Retirement Plan | Dayforce US, Inc. | MN | 6,598 | $319M | $777K |
| New Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees | Xcel Energy Inc. | MN | 6,472 | $860M | $615K |
| Insperity Corporate 401(k) Plan | Insperity Holdings, Inc. | TX | 6,117 | $647M | $120K |
| Treehouse Foods, Inc. 401(k) Plan | Treehouse Foods, Inc. | IL | 5,933 | $398M | $50K |
| Retirement Income Plan for the Employees of National Railroad Passenger Corporation | National Railroad Passenger Corporation | DC | 5,854 | $340M | $459K |
Questions and answers
How many plans does Goldman Sachs Asset Management serve?
124 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 Goldman Sachs Asset Management?
The median plan reported $34.81 per participant in direct and indirect compensation (100 plans reporting an amount), or 0.03% 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 (93 plans), Investment advisory (plan) (23 plans), Named fiduciary (2 plans) and Consulting (general) (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.