Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
LSV 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, 78 retirement plans with 100 or more participants reported paying LSV Asset Management $5,000 or more. Those plans cover 1,827,814 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $29.9M. Per plan, the median was $23.00 per participant, with the middle half of plans between $10.40 and $46.17. 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 Illinois (17), New York (14) and New Jersey (4).
In 2009 it appeared on 145 such filings; in 2024, 84 (down 42%). 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 | $10.40 | $23.00 | $46.17 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.04% |
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 |
|---|---|---|---|---|---|
| United Food & Commercial Workers Intl Union - Industry Pension Fund | Trustees of UFCW Int'l Union - Industry Pension Fund | IL | 204,155 | $8.12B | $625K |
| Wells Fargo & Company Cash Balance Plan | Wells Fargo & Company | MN | 165,927 | $8.25B | $314K |
| UFCW No. California Employers Joint Pension Plan | Board of Trustees, UFCW No. California Employers Joint Pension Plan | CA | 130,691 | $2.89B | $270K |
| Building Service 32BJ Pension Fund | Board of Trustees of the Building Service 32BJ Pension Fund | NY | 121,234 | $4.57B | $938K |
| 1199SEIU Home Care Employees Pension Fund | Board of Trustees of the 1199SEIU Home Care Employees Pension Fund | NY | 98,110 | $567M | $136K |
| 401(k) Pension Plan | National Rural Electric Cooperative Association | VA | 80,475 | $16.7B | $733K |
| Retirement Security Plan | National Rural Electric Cooperative Association | VA | 75,823 | $11.5B | $2.8M |
| Liuna National (Industrial) Pension Fund | Board of Trustees of the Liuna National (Industrial) Pension Fund | DC | 62,697 | $1.51B | $229K |
| Desert States Employers & UFCW Unions Pension Plan | Board of Trustees, Desert States Employers & UFCW | AZ | 55,607 | $1.04B | $142K |
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board of Trustees | PA | 54,107 | $11.7B | $2.2M |
| N. Atlantic States Carp. Pension Fund | Bot of the North Atlantic States Carpenters Pension Fund | MA | 45,727 | $4.91B | $391K |
| Laborers National Pension Fund | Board of Trustees of the Laborers National Pension Fund | TX | 40,898 | $1.53B | $200K |
| Firstenergy Corp. Master Pension Plan | Firstenergy Corp. | OH | 38,934 | $6.35B | $1.2M |
| National Roofing Industry Pension Fund | National Roofing Industry Pension Fund Wilson-McShane Corporation | MN | 33,266 | $2.13B | $541K |
| Deseret Mutual Master Retirement Plan | Deseret Mutual Benefit Administrators | UT | 32,235 | $6.96B | $225K |
| Midwest Operating Engineers Pension Trust Fund | Trustees of the Midwest Operating Engineers Pension Trust Fund | IL | 31,707 | $5.77B | $992K |
| Chicago & Vicinity Laborers' District Council Pension Plan | BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | IL | 30,331 | $5.23B | $789K |
| New York District Council of Carpenters Pension PL | Board of Trustees of Nycdcc Pension Fund | NY | 30,149 | $5.21B | $522K |
| Carpenters Pension Trust Fund of St. Louis | Trustees of Carpenters Benefit Plans of St. Louis | MO | 27,598 | $3.28B | $492K |
| I. a. T. S. E. National Pension Fund | Board of Trustees I.A.T.S.E. National Pension Fund | NY | 25,884 | $658M | $150K |
| Nokia SAVINGS/401(K) Plan | Nokia of America Corporation | NJ | 24,880 | $8.95B | $565K |
| The Cultural Institutions Pension Plan | The Cultural Institutions Retirement System | NY | 24,316 | $1.67B | $64K |
| Carpenters' Pension Trust Fund - Detroit and Vicinity | Board of Trustees of Carpenters' Pension Trust Funddetroit&vicinity | MI | 22,212 | $1.34B | $227K |
| International Brotherhood of Teamsters Union Local 710 Pension Fund | Trustees of I.B. of T. Union Local 710 Pension Fund | IL | 21,566 | $4.39B | $824K |
| Electrical Contractors Assoc. of the City of Chgo Local Union 134, IBEW Joint Pension Trust of Chgo Pension Plan #2 | Board of Trustees of Eca Chicago and Local Union 134 IBEW Pension Plan | IL | 19,809 | $2.69B | $1.5M |
| Locals 302 & 612 of the IUOE - Employers Construction Industry Retirement Plan | Board of Trustees, Locals 302 & 612 of the IUOE - | WA | 19,582 | $3.33B | $553K |
| Carpenters Pension Fund of Illinois | Board of Trustees of Carpenters Pension Fund of Illinois | IL | 17,735 | $2.23B | $448K |
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | BD of Trustees Local 705 I.B. of T. Pension Trust Fund | IL | 15,670 | $1.88B | $1.4M |
| Construction Industry Laborers Pension Fund | Construction Industry Laborers Pension Fund | MO | 14,224 | $1.05B | $321K |
| Neca-Ibew Pension Trust Fund | Neca-Ibew Pension Trust Fund | IL | 12,974 | $1.59B | $104K |
| UFCW Union Local 919 & Contributing Employers' Food Pension Fund | UFCW Union Local 919 & Contributing Empl Pension | CT | 12,913 | $470M | $178K |
| Stanley Black & Decker Pension Plan | Black & Decker (U.S.) Inc. | MD | 12,751 | $717M | $311K |
| United Food and Commercial Workers Local 1546 Pension Plan | Board of Trustees of United Food & Commercial WKRS Local 1546 Pension | IL | 12,224 | $217M | $231K |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | NJ | 11,674 | $1.19B | $232K |
| Midwest Pension Plan | Board of Trustees - Midwest Pension Plan | IL | 11,544 | $122M | $39K |
| Liuna Staff and Affiliates Pension Fund | Board of Trustees of Liuna Staff and Affiliates Pension Fund | DC | 11,372 | $1.92B | $239K |
| Electrical Workers Pension Plan Local 103 I.B.E.W. | Joint Board of Trustees Electrical Workers Local 103 IBEW | MA | 10,385 | $2.04B | $1.2M |
| Major League Baseball Players Pension Plan | Pension Committee of MLB Players Benefit Plan | MD | 10,051 | $4.66B | $1.1M |
| Plumbers' Pension Fund, Local 130, U.A. | Trustees of the Plumbers Pension Fund, Local 130, U.A. | IL | 9,502 | $1.69B | $298K |
| Cna 401(k) Plan | Continental Casualty Company | IL | 9,297 | $2.51B | $460K |
Questions and answers
How many plans does LSV Asset Management serve?
78 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 LSV Asset Management?
The median plan reported $23.00 per participant in direct and indirect compensation (78 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 (72 plans), Investment advisory (plan) (2 plans), Securities brokerage (2 plans) and Custodial (securities) (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.