Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Manning & Napier
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, 29 retirement plans with 100 or more participants reported paying Manning & Napier $5,000 or more. Those plans cover 48,187 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $3.2M. Per plan, the median was $85.81 per participant, with the middle half of plans between $26.89 and $167. 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 (12), Ohio (4) and Pennsylvania (3).
In 2009 it appeared on 145 such filings; in 2024, 29 (down 80%). 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 | $26.89 | $85.81 | $167 |
| Compensation as a share of plan net assets | 0.04% | 0.08% | 0.15% |
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 |
|---|---|---|---|---|---|
| Boilermakers Lodge 154 Retirement Plan | Boilermakers Lodge 154 Retirement Plan | MN | 7,035 | $157M | $44K |
| Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund | Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund | WV | 5,016 | $453M | $166K |
| Iron Workers Pension Plan | Iron Workers District Council Phila Vicinity Retirement and Pension | NJ | 4,756 | $439M | $66K |
| Ironworkers Local 11 Annuity Fund | Ironworkers Local 11 Annuity Fund Board of Trustees | NJ | 4,481 | $373M | $50K |
| Operative Plasterers and Cement Masons Profit Sharing Annuity Plan | Operative Plasterers and Cement Masons - Trustees | OH | 4,220 | $115M | $31K |
| I.B.E.W. Local 38 Pension Plan | IBEW Local 38 Pension Plan | OH | 3,614 | $445M | $369K |
| Ironworkers Local 11 Pension Fund | Ironworkers Local 11 Pension Fund Board of Trustees | NJ | 3,371 | $398M | $91K |
| Rochester Laborers Pension Fund | Rochester Laborers Pension Fund | NY | 1,846 | $208M | $142K |
| IBEW Local No. 86 Pension Fund | IBEW Local No. 86 Pension Fund Board of Trustees | NY | 1,748 | $285M | $159K |
| Rochester Laborers Annuity Fund | Board of Trustees Rochester Laborers Annuity Fund | NY | 1,742 | $73.8M | $33K |
| Plumbers & Steamfitters Local 267 Pension Fund | Plumbers 267 Pension Fund Local 267 Pension Fund | NY | 1,375 | $179M | $825K |
| I.B.E.W. Local 540 Pension Fund | I.B.E.W. Local 540 Pension Fund | OH | 1,197 | $135M | $23K |
| Sheet Metal Workers' Local 46 Pension Fund | Sheet Metal Workers Pension Fund 46 | NY | 885 | $109M | $71K |
| I.B.E.W. Local #910 Annuity Fund | Trustees of the I.B.E.W. Local 910 Annuity Fund | NY | 813 | $79.4M | $70K |
| I.B.E.W. Local #910 Pension Fund | Trustees of the I.B.E.W. Local 910 Pension Fund | NY | 727 | $80.4M | $122K |
| Plumbers & Steamfitters Local 248- Pension Trust Plan | Trustees of Plumbers & Steamfitter Pension Trust Fund | KY | 686 | $83.8M | $59K |
| IBEW Local 325 Pension Fund | Trustees of IBEW Local 325 Pension Fund | NY | 596 | $73.0M | $115K |
| I B E W Local 673 Pension Plan | Trustees of Plan I B E W Local 673 Pension Plan | OH | 559 | $84.8M | $137K |
| IBEW Local 56 Pension Plan | Board of Trustees IBEW Local 56 Pension Plan | PA | 552 | $71.8M | $174K |
| Plumbers & Pipefitters Local 152 Pension TR Fund | Plumbers & Pipefitters Local 152 Pension Trust Fund | WV | 525 | $81.9M | $82K |
| I.B.E.W. Local 139 Pension Plan | Board of Trustees of IBEW Local 139 Pension | NY | 470 | $52.6M | $40K |
| IBEW Local 325 Annuity Fund | IBEW Local Union 325 | NY | 389 | $41.9M | $63K |
| I.B.E.W. Local 139 Annuity Plan | Board of Trustees of IBEW Local 139 Annuity Fund | NY | 385 | $25.3M | $29K |
| Digital.ai 401(k) Savings & Investment Plan | Digital.ai Software, Inc. | NC | 349 | $22.3M | $0 |
| Blower-Dempsay Corporation Retirement Savings Plan | Blower-Dempsay Corporation | CA | 306 | $23.9M | $0 |
| Tomorrow.io 401(k) Plan | The Tomorrow Companies Inc. | MA | 174 | $4.7M | $0 |
| Vibra-Tech Engineers, Inc. 401(k) Profit Sharing Plan | Vibra-Tech Engineers, Inc. | PA | 149 | $24.0M | $178K |
| Retirement Plan for Employees of Auxiliary Services, State University College at Oswego, Inc. | Auxiliary Services, State University College at Oswego, Inc. | NY | 112 | $13.6M | $100K |
| Dvsport, Inc. 401(k) Plan | Dvsport, Inc. | PA | 109 | $8.0M | $0 |
Questions and answers
How many plans does Manning & Napier 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 Manning & Napier?
The median plan reported $85.81 per participant in direct and indirect compensation (25 plans reporting an amount), or 0.08% 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 (23 plans), Trustee (bank, trust company, or similar financial institution) (2 plans), Legal (1 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.