Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Loomis Sayles
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.
Loomis Sayles is named as a service provider on the Schedule C of 193 retirement plans with 100 or more participants for plan year 2024, covering 6,836,757 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $64.7M. Per plan, the median was $24.28 per participant, with the middle half of plans between $9.95 and $51.58. 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 (26), Pennsylvania (21) and California (21).
In 2009 it appeared on 184 such filings; in 2024, 204 (up 11%). 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 | $9.95 | $24.28 | $51.58 |
| Compensation as a share of plan net assets | 0.01% | 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 |
|---|---|---|---|---|---|
| Walmart 401(k) Plan | Walmart Inc. | AR | 1,970,230 | $50.7B | $2.2M |
| National Electrical Benefit Fund | Trustees of the National Electrical Benefit Fund | MD | 693,723 | $19.3B | $2.7M |
| CVS Health Future Fund 401(k) Plan | CVS Health Corporation | RI | 385,927 | $30.1B | $1.4M |
| Central States, Southeast & Southwest Areas Pension Plan | Trustees of Central States, SE and SW Areas Pension Fund | IL | 332,020 | $38.3B | $1.3M |
| Central Pension Fund of the IUOE & Participating Employers | Board of Trustees of the CPF of the IUOE and Participating Employers | DC | 233,478 | $27.4B | $2.2M |
| United Food & Commercial Workers Intl Union - Industry Pension Fund | Trustees of UFCW Int'l Union - Industry Pension Fund | IL | 204,155 | $8.12B | $3.0M |
| JPMorgan Chase Retirement Plan | JPMorgan Chase Bank, National Association | NJ | 202,919 | $14.6B | $2.0M |
| IBM 401(k) Plan | International Business Machines Corporation | NY | 149,818 | $59.4B | $2.6M |
| IBM Personal Pension Plan | International Business Machines Corporation | NY | 144,666 | $17.6B | $976K |
| Steelworkers Pension Trust | Steelworkers Pension Trust | PA | 123,674 | $7.18B | $1.3M |
| Sound Retirement Trust | Board of Trustees, Sound Retirement Trust | WA | 107,493 | $2.56B | $1.3M |
| Bakery & Confectionery Union & Industry International Pension Fund | Joint Board of Trustees, Bakery & Confectionery Union & Industry | MD | 99,660 | $6.56B | $1.1M |
| Pepsico, Inc. Employees Retirement Plan H | Pepsico, Inc. | NY | 85,189 | $4.20B | $491K |
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | MA | 71,322 | $9.08B | $541K |
| United Mine Workers of America 1974 Pension Plan | Umwa 1974 Pension Trust Board of Trustees | DC | 71,051 | $3.71B | $823K |
| Rocky Mountain UFCW Unions and Employers Retail and Meat Pension Plan | Trustees of the Rocky Mountain UFCW Pension Plan C/o Zenith American S | CO | 68,000 | $1.29B | $361K |
| Liuna National (Industrial) Pension Fund | Board of Trustees of the Liuna National (Industrial) Pension Fund | DC | 62,697 | $1.51B | $365K |
| Oregon Retail Employees Pension Plan | Board of Trustees, Oregon Retail Employees Pension | OR | 56,361 | $1.06B | $223K |
| Pepsico Employees Retirement Plan I | Pepsico, Inc. | NY | 55,326 | $6.82B | $388K |
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board of Trustees | PA | 54,107 | $11.7B | $845K |
| The Bank of New York Mellon Corporation Pension Plan | The Bank of New York Mellon | PA | 54,048 | $5.18B | $655K |
| UFCW International Union-Industry Variable Annuity Pension Plan | Trustees of the UFCW International Union - Industry Variable Annuity P | IL | 51,639 | $300M | $212K |
| New York State Nurses Association Pension Plan | Board of Trustees-New York State Nurses Association Pension Plan | NY | 46,491 | $5.84B | $1.7M |
| National Integrated Group Pension Plan | Board of Trustees of National Integrated Group Pension Plan | PA | 46,326 | $1.59B | $589K |
| N. Atlantic States Carp. Pension Fund | Bot of the North Atlantic States Carpenters Pension Fund | MA | 45,727 | $4.91B | $815K |
| Automatic Data Processing Inc. Pension Retirement Plan | Automatic Data Processing, Inc. | NJ | 40,486 | $1.75B | $347K |
| Eastern Atlantic States Carpenters Pension Fund | Board of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 39,234 | $4.55B | $671K |
| Felra & UFCW Pension Plan | Board of Trustees, Felra & UFCW Pension | MD | 38,910 | $1.43B | $928K |
| University Hospitals Health System, Inc. Retirement Plan | University Hospitals Health System | OH | 38,884 | $919M | $107K |
| American Express Retirement Savings Plan | American Express Company and Its Participating Subsidiaries | NY | 38,871 | $8.92B | $348K |
| Mid-America Carpenters Regional Council Pension Fund | Board of Trustees of Mid-America Carpenters Regional Council Pension F | IL | 37,623 | $6.30B | $745K |
| Gciu - Employer Retirement Benefit Plan | Board of Trustees Gciu-Employer Retirement Benefit Plan | WA | 37,126 | $1.76B | $147K |
| Marsh & McLennan Companies Retirement Plan | Marsh & McLennan Companies, Inc. | NY | 35,450 | $4.06B | $485K |
| Eastern Atlantic States Carpenters Annuity Fund | Board of Trustees Eastern Atlantic States Carpenters Annuity Fund | PA | 34,950 | $2.17B | $364K |
| International Brotherhood of Electrical Workers District No. 9 Pension Plan | Board of Trustees, International Brotherhood of | OR | 32,974 | $2.47B | $8,375 |
| New York State Teamsters Conference Pension & Retirement Fund | Trustees of Nys Teamsters Conference | NY | 32,657 | $2.82B | $325K |
| Ohio Carpenters' Pension Plan | Trustees of Ohio Carpenters' Pension Plan | MI | 31,115 | $2.12B | $317K |
| New York District Council of Carpenters Pension PL | Board of Trustees of Nycdcc Pension Fund | NY | 30,149 | $5.21B | $788K |
| UFCW Union & Partcipating Food Industry Employers Tri-State Pension Fund | UFCW Union & Participating Food Industry Employers Tri-State Pension F | PA | 29,592 | $869M | $163K |
| Michigan Laborers' Pension Plan | Board of Trustees Michigan Laborers' Pension Fund | MI | 28,837 | $1.33B | $175K |
Questions and answers
How many plans does Loomis Sayles serve?
193 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 Loomis Sayles?
The median plan reported $24.28 per participant in direct and indirect compensation (177 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 (150 plans), Investment advisory (plan) (9 plans), Securities brokerage (1 plans) and Trustee (bank, trust company, or similar financial institution) (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.