Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Meketa Investment Group
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.
Meketa Investment Group is named as a service provider on the Schedule C of 79 retirement plans with 100 or more participants for plan year 2024, covering 3,234,065 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $14.9M. Per plan, the median was $25.21 per participant, with the middle half of plans between $7.59 and $66.43. 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 Massachusetts (14), California (14) and New York (12).
In 2009 it appeared on 53 such filings; in 2024, 82 (up 55%). 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 | $7.59 | $25.21 | $66.43 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 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 |
|---|---|---|---|---|---|
| Walmart 401(k) Plan | Walmart Inc. | AR | 1,970,230 | $50.7B | $266K |
| Southern California UFCW Unions and Food Employers Joint Pension Trust Fund | Board of Trustees, So Ca UFCW Unions & Food Employers | CA | 199,927 | $6.49B | $1.2M |
| Building Service 32BJ Pension Fund | Board of Trustees of the Building Service 32BJ Pension Fund | NY | 121,234 | $4.57B | $365K |
| I.A.T.S.E. Annuity Fund | Board of Trustees I.A.T.S.E. Annuity Fund | NY | 100,475 | $1.43B | $67K |
| Southwest Carpenters Annuity Fund | Board of Trustees, Southwest Carpenters Annuity Fund | CA | 93,934 | $1.13B | $125K |
| Screen Actors Guild - Producers Pension Plan | Board of Trustees Screen Actors Guild - Producers | CA | 67,988 | $5.25B | $313K |
| Northwell Health 403(b) Plan | Northwell Health, Inc. | NY | 65,962 | $10.9B | $18K |
| N. Atlantic States Carp. Pension Fund | Bot of the North Atlantic States Carpenters Pension Fund | MA | 45,727 | $4.91B | $1.0M |
| McKinsey & Company, Inc. (PSRP) Profit Sharing Retirement Plan | McKinsey & Company, Inc. | NY | 35,298 | $9.81B | $187K |
| New York State Teamsters Conference Pension & Retirement Fund | Trustees of Nys Teamsters Conference | NY | 32,657 | $2.82B | $235K |
| Massachusetts Laborers' Annuity Fund | Bd. of Trustees of Mass. Laborers Annuity Fund | MA | 31,668 | $2.26B | $571K |
| Laborers District Council & Contractors Pension Fund of Ohio | BD of Trustees, Laborers Dist Council & Constrs Pension Fund | OH | 30,539 | $2.69B | $1.5M |
| McKinsey & Company, Inc. (MPPP) Money Purchase Pension Plan | McKinsey & Company, Inc. | NY | 29,024 | $2.15B | $149K |
| Michigan Laborers' Pension Plan | Board of Trustees Michigan Laborers' Pension Fund | MI | 28,837 | $1.33B | $535K |
| I. a. T. S. E. National Pension Fund | Board of Trustees I.A.T.S.E. National Pension Fund | NY | 25,884 | $658M | $174K |
| N. Atlantic States Carp. Guaranteed Annuity Fund | Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund | MA | 23,724 | $3.70B | $1.0M |
| Retail Food Employers & UFCW Local 711 Pension | Board of Trustees Retail Food Employers & UFCW Local 711 Pension | UT | 23,475 | $366M | $180K |
| Annuity Fund of Local No. One, I. a. T. S. E. | Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. | NY | 23,085 | $1.18B | $19K |
| Massachusetts Laborers' Pension Fund | Board of Trustees of Massachusetts Laborers' Pension Fund | MA | 22,433 | $2.50B | $566K |
| Massachusetts Service Employees' Pension Fund | Trustees of Massachusetts Service Employees' Pension Fund | NY | 22,061 | $297M | $130K |
| Minnesota Laborers Pension Fund | Board of Trustees of Minnesota Laborers Pension Fund | MN | 21,655 | $3.19B | $349K |
| Producer-Writers Guild of America Pension Plan | Board of Directors Producer-Writers Guild of America Pension Plan | CA | 20,228 | $4.42B | $1.0M |
| 32BJ North Pension Fund | Board of Trustees 32BJ North Pension Fund | NY | 15,472 | $529M | $124K |
| Ohio Laborers Annuity Fund | Board of Trustees of the Ohio Laborers Annuity Fund | OH | 15,240 | $36.1M | $31K |
| Communications Workers of America Savings and Retirement Trust | The Board of Trustees of the Communications Workers of America - | DC | 11,628 | $453M | $75K |
| Construction Industry Retirement Fund of Rockford | Joint Board of Trustees of Construction Industry of Rockford, Illinois | MI | 11,408 | $619M | $133K |
| Iron Workers District Council of New England Annuity Fund | Board of Trustees Iron Workers | MA | 9,989 | $614M | $75K |
| Monument Health, Inc. 403(b) Plan | Monument Health, Inc. | SD | 8,710 | $365M | $81K |
| Western States Insulators and Allied Workers Individual Account Plan | Board of Trustees Western States Insulators and Allied Workers Indiv | CA | 8,217 | $487M | $50K |
| Service Employees International Union Local 32BJ, District 36 Building Operators Pension Trust Fund | BD of Tees of SEIU Local 32BJ, Dis 36 Bolr Pension Trust Fund | PA | 6,923 | $143M | $65K |
| Alaska United Food and Commercial Workers Pension Trust | Board of Trustees, Alaska United Food and Commercial | OR | 6,404 | $198M | $150K |
| Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan | Board of Trustees NW Ohio Carp MW PD Supplemental | OH | 6,255 | $354M | $60K |
| Painters and Allied Trades District Council NO.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | MA | 6,176 | $525M | $71K |
| Hospitality Industry 401(k) Plan | Board of Trustees Hospitality Industry 401(k) Plan | MD | 5,901 | $54.0M | $5,000 |
| Western States Insulators and Allied Workers' Pension Plan | Trustees of W. States Insulators & Allied Workers Pension Fund | CA | 5,738 | $491M | $156K |
| Plumbers Local Union No. 1 Employee 401(k) Savings Plan | Plumbers Local Union No. 1 Employee 401(k) Savings Plan | NY | 5,695 | $961M | $40K |
| Sheet Metal Workers' Local 10 Pension Fund | Trustees of Sheet Metal Workers' Local 10 Pension Fund | MN | 5,408 | $406M | $105K |
| Iron Workers District Council of New England Pension Fund | Board of Trustees Iron Workers | MA | 4,993 | $682M | $220K |
| Sheet Metal Local 10 Supplemental Retirement Fund | Trustees of Sheet Metal Local 10 Supplemental Retirement Fund | MN | 4,801 | $573M | $105K |
| Painters and Allied Trades District Council No. 35 Pension Fund | BD of Trustees PDC Pension Fund | MA | 4,737 | $805M | $145K |
Questions and answers
How many plans does Meketa Investment Group serve?
79 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 Meketa Investment Group?
The median plan reported $25.21 per participant in direct and indirect compensation (79 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 advisory (plan) (62 plans), Consulting (pension) (18 plans), Investment management (10 plans) and Consulting (general) (4 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.