Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Income Research & 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.
Income Research & Management is named as a service provider on the Schedule C of 80 retirement plans with 100 or more participants for plan year 2024, covering 773,416 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $14.3M. Per plan, the median was $31.42 per participant, with the middle half of plans between $16.26 and $64.44. 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 (21), Illinois (6) and Massachusetts (6).
In 2009 it appeared on 30 such filings; in 2024, 88. 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 | $16.26 | $31.42 | $64.44 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 0.06% |
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 |
|---|---|---|---|---|---|
| Building Service 32BJ Pension Fund | Board of Trustees of the Building Service 32BJ Pension Fund | NY | 121,234 | $4.57B | $537K |
| Bakery & Confectionery Union & Industry International Pension Fund | Joint Board of Trustees, Bakery & Confectionery Union & Industry | MD | 99,660 | $6.56B | $716K |
| UFCW International Union-Industry Variable Annuity Pension Plan | Trustees of the UFCW International Union - Industry Variable Annuity P | IL | 51,639 | $300M | $84K |
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $294K |
| American International Group, Inc. Retirement Plan | American International Group, Inc. | NY | 39,221 | $2.97B | $389K |
| American Express Retirement Savings Plan | American Express Company and Its Participating Subsidiaries | NY | 38,871 | $8.92B | $163K |
| Glaxosmithkline Cash Balance Pension Plan | Glaxosmithkline LLC | PA | 35,701 | $2.90B | $509K |
| Kodak Retirement Income Plan | Eastman Kodak Company | NY | 33,088 | $3.11B | $1.0M |
| Siemens Pension Plan | Siemens Corporation | NJ | 17,771 | $1.42B | $577K |
| Pinnacle West Capital Corporation Retirement Plan | Pinnacle West Capital Corporation | AZ | 15,460 | $3.06B | $539K |
| The Ohiohealth Cash Balance Retirement Plan | Ohiohealth Corporation | OH | 14,079 | $743M | $484K |
| Nyu Langone Hospitals Retirement Plan | Nyu Langone Hospitals | NY | 13,622 | $1.47B | $374K |
| Brown Health Defined Benefit Retirement Plan | Lifespan Corporation d/b/a Brown University Health | RI | 13,259 | $537M | $162K |
| Ryder System, Inc. Retirement Plan | Ryder System, Inc. | GA | 12,667 | $1.21B | $286K |
| Deutsche Bank Cash Account Pension Plan | Deutsche Bank Americas Holding Corporation | NY | 11,994 | $1.11B | $115K |
| Thomson Reuters Group Pension Plan | Thomson Reuters Holdings Inc. | MN | 11,810 | $1.40B | $227K |
| Gannett Retirement Plan | Gannett Media Corp. | NY | 11,234 | $864M | $239K |
| Williams Pension Plan | The Williams Companies, Inc. | OK | 10,822 | $1.35B | $87K |
| Electrical Workers Pension Plan Local 103 I.B.E.W. | Joint Board of Trustees Electrical Workers Local 103 IBEW | MA | 10,385 | $2.04B | $283K |
| Christian School Pension Plan and Trust Fund | Christian Schools International | MI | 10,062 | $919M | $116K |
| Ikon Office Solutions, Inc. Pension Plan | Ricoh USA, Inc. | PA | 7,890 | $385M | $188K |
| Teamsters Joint Council No. 83 of Virginia Pension Fund | Teamsters Joint Council No. 83 of Virginia Pension Fund | VA | 7,759 | $1.47B | $68K |
| Siemens Energy, Inc. Pension Plan | Siemens Energy, Inc. | FL | 7,638 | $527M | $197K |
| Connecticut Laborers' Annuity Plan | Connecticut Laborers Annuity Fund Board of Trustees | CT | 7,097 | $274M | $140K |
| Blue Shield of California Employees Retirement Plan | California Physicians Service DBA Blue Shield of California | CA | 6,718 | $561M | $155K |
| National Girl Scout Council Retirement Plan | Girl Scouts of the USA | NY | 6,669 | $430M | $107K |
| Kaman Corporation Employees' Pension Plan | Kaman Corporation | CT | 6,461 | $521M | $288K |
| Maine Medical Center Pension Plan | Mainehealth | ME | 5,996 | $792M | $140K |
| Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust | Blue Cross Blue Shield of Massachusetts, Inc. | MA | 5,280 | $867M | $301K |
| Pension Fund United Scenic Artists Local 829 | Board of Trustees of Pension Fund | NJ | 4,874 | $533M | $131K |
| Norton Healthcare, Inc. Retirement Plan | Norton Healthcare, Inc. | KY | 4,519 | $169M | $244K |
| Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies | Nyse Group Inc. | GA | 4,516 | $653M | $452K |
| Union Individual Account Retirement Fund | The Board of Trustees of the Union Individual Account Retirement Fund | WI | 4,139 | $309M | $66K |
| Sheet Metal Workers Local 17 Annuity Income Fund | Sheet Metal Workers Local No. 17 Annuity Income Fund | MA | 4,044 | $656M | $104K |
| Maryland Electrical Industry Pension Plan | Maryland Electrical Ind Pension | WV | 3,817 | $288M | $66K |
| Southern Ohio Medical Center Cash Balance Pension Plan | Southern Ohio Medical Center | OH | 3,472 | $74.7M | $12K |
| Keystone Employees' Retirement Plan | Keystone Consolidated Industries | IL | 3,438 | $369M | $401K |
| Pension Plan for Certain Inactive Participants of American Water Works Company, Inc. and Its Designa | American Water Works Co., Inc. | NJ | 3,409 | $682M | $39K |
| Loyola University Employees' Retirement Plan | Loyola University of Chicago Attn Benefits Department | IL | 3,084 | $154M | $50K |
| Sturdy Memorial Hospital Inc. Retirement Plan | Sturdy Memorial Hospital Inc. | MA | 2,962 | $409M | $204K |
Questions and answers
How many plans does Income Research & Management serve?
80 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 Income Research & Management?
The median plan reported $31.42 per participant in direct and indirect compensation (80 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 (70 plans), Investment advisory (plan) (5 plans), Named fiduciary (1 plans) and Recordkeeping and information management (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.