Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Lord, Abbett & Co. LLC
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.
Lord, Abbett & Co. LLC is named as a service provider on the Schedule C of 29 retirement plans with 100 or more participants for plan year 2024, covering 1,199,305 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $6.8M. Per plan, the median was $24.64 per participant, with the middle half of plans between $13.66 and $41.53. 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 (10), Pennsylvania (6) and New Jersey (4).
In 2009 it appeared on 97 such filings; in 2024, 36 (down 63%). 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 | $13.66 | $24.64 | $41.53 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
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 |
|---|---|---|---|---|---|
| Int'l Brotherhood of Electrical Workers' Pension Benefit Fund | International Brotherhood of Electrical Workers' Pension Benefit Fund | DC | 603,067 | $2.71B | $348K |
| United Food & Commercial Workers Intl Union - Industry Pension Fund | Trustees of UFCW Int'l Union - Industry Pension Fund | IL | 204,155 | $8.12B | $570K |
| National Electrical Annuity Plan | Trustees of the National Electrical Annuity Plan | MD | 182,716 | $16.8B | $1.3M |
| Eastern Atlantic States Carpenters Pension Fund | Board of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 39,234 | $4.55B | $634K |
| Eastern Atlantic States Carpenters Annuity Fund | Board of Trustees Eastern Atlantic States Carpenters Annuity Fund | PA | 34,950 | $2.17B | $437K |
| The Members Retirement Plan | Trustees of the Members Retirement Plan | IL | 31,309 | $694M | $145K |
| Carpenters Pension Fund of Illinois | Board of Trustees of Carpenters Pension Fund of Illinois | IL | 17,735 | $2.23B | $437K |
| 32BJ School Workers Pension Fund | Board of Trustees of the 32BJ School Workers Pension Fund | NY | 15,019 | $598M | $182K |
| Heavy & General Laborers' Local Unions 472 & 172 of NJ Annuity Plan | BD of Trustees Heavy & General Laborers' of NJ Annuity Fund | NJ | 14,981 | $1.49B | $454K |
| UFCW Intl Union Pension Plan for Employees | Executive Committee of the U.F.C.W Intl Union | DC | 7,935 | $1.15B | $166K |
| Metal Trades Branch Local 638 Pension Fund | Metal Trades Branch Local 638 Pension Fund | NY | 6,271 | $1.02B | $93K |
| IUOE Local 30 Pension Fund | BD of Trustees IUOE Local 30 Pension Fund | NY | 4,999 | $338M | $177K |
| Iron Workers Locals 40, 361 & 417 Pension Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | NY | 4,795 | $706M | $689K |
| Iron Workers Pension Plan | Iron Workers District Council Phila Vicinity Retirement and Pension | NJ | 4,756 | $439M | $116K |
| Ironworkers Local 11 Annuity Fund | Ironworkers Local 11 Annuity Fund Board of Trustees | NJ | 4,481 | $373M | $124K |
| Local 580 Pension Fund | Board of Trustees Local 580 Pension Fund | NY | 3,282 | $927M | $164K |
| Sheet Metal Workers Local Union No. 80 Pension Fund | Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund | MI | 3,275 | $418M | $0 |
| Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund | Board of Trustees Local 1298 Pension Fund | NY | 3,227 | $473M | $112K |
| Cement and Concrete Workers DC Pension Fund | Board of Trustees of the Cement and Concrete Workers DC Pension FD | NY | 2,953 | $715M | $91K |
| Oge Energy Corp. Retirement Plan | Oge Energy Corp. | OK | 2,314 | $260M | $110K |
| Westchester Teamsters Local 456 Pension Fund | Board of Trustees Local 456 Pension Fund | NY | 2,207 | $247M | $158K |
| Local 734 Pension Fund | Board of Trustees Local 734 Pension Fund | NJ | 1,992 | $48.2M | $46K |
| Teamsters Local 456 Annuity Fund | Board of Trustees Local 456 Annuity Fund | NY | 1,810 | $236M | $178K |
| Plumbers & Steamfitters Pension Fund Local Union 373 | Board of Trustees Local Union 373 U.A. Pension Fund | NY | 626 | $74.1M | $77K |
| Community Resources for Independence, Inc. 401(k) Profit Sharing Plan | Community Resources for Independence, Inc. | PA | 461 | $12.5M | $0 |
| Barley Snyder Profit Sharing Plan | Barley Snyder LLP | PA | 233 | $32.2M | $0 |
| Saxton & Stump, LLC 401(k) Profit Sharing Plan | Saxton & Stump, LLC | PA | 218 | $21.5M | $0 |
| Apex Retirement Savings Plan | Schubemo Holdings, Inc. | MO | 163 | $5.2M | $0 |
| McGill, Power, Bell & Associates, LLP 401(k) and Profit Sharing Plan | McGill, Power, Bell & Associates, LLP | PA | 141 | $11.9M | $0 |
Questions and answers
How many plans does Lord, Abbett & Co. LLC serve?
29 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 Lord, Abbett & Co. LLC?
The median plan reported $24.64 per participant in direct and indirect compensation (23 plans reporting an amount), or 0.02% 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 (25 plans) and Investment advisory (plan) (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.