Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
MetLife Investment 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, 26 retirement plans with 100 or more participants reported paying MetLife Investment Management $5,000 or more. Those plans cover 889,042 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $10.4M. Per plan, the median was $37.44 per participant, with the middle half of plans between $11.63 and $89.97. 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 (4), Pennsylvania (3) and Indiana (3).
In 2019 it appeared on 11 such filings; in 2024, 29. 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 | $11.63 | $37.44 | $89.97 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.09% |
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 |
|---|---|---|---|---|---|
| IAM National Pension Fund | Board of Trustees of the I.A.M. National Pension Fund | DC | 311,750 | $14.7B | $1.4M |
| JPMorgan Chase Retirement Plan | JPMorgan Chase Bank, National Association | NJ | 202,919 | $14.6B | $1.1M |
| IBM Personal Pension Plan | International Business Machines Corporation | NY | 144,666 | $17.6B | $1.5M |
| The Bank of New York Mellon Corporation Pension Plan | The Bank of New York Mellon | PA | 54,048 | $5.18B | $615K |
| American International Group, Inc. Retirement Plan | American International Group, Inc. | NY | 39,221 | $2.97B | $921K |
| MetLife 401(k) Plan | MetLife Group, Inc. | NJ | 32,414 | $8.31B | $1.0M |
| American Express Retirement Plan | American Express Company and Its Participating Subsidiaries | NY | 16,121 | $1.01B | $238K |
| 32BJ School Workers Pension Fund | Board of Trustees of the 32BJ School Workers Pension Fund | NY | 15,019 | $598M | $225K |
| Ryder System, Inc. Retirement Plan | Ryder System, Inc. | GA | 12,667 | $1.21B | $435K |
| Williams Pension Plan | The Williams Companies, Inc. | OK | 10,822 | $1.35B | $130K |
| Harley-Davidson Retirement Plan | Harley-Davidson Motor Company, Inc. | WI | 7,834 | $1.85B | $318K |
| Pension Plan B for Employees of Consumers Energy Company | Consumers Energy Company | MI | 7,269 | $1.40B | $22K |
| Legacy Ghs/tuomey Pension Plan | Prisma Health | SC | 6,181 | $421M | $299K |
| Greif Pension Plan | Greif Packaging LLC | OH | 5,942 | $472M | $536K |
| Aarp Employees' Pension Plan | Aarp | DC | 5,813 | $1.57B | $258K |
| American Air Liquide Holdings, Inc. Retirement Plan | American Air Liquide Holdings, Inc. | TX | 4,480 | $444M | $28K |
| Pension Plan a for Employees of Consumer Energy Company | Consumers Energy Company | MI | 2,756 | $1.94B | $32K |
| Zoological Society of San Diego Restated Pension Plan for Union Employees | San Diego Zoo Wildlife Alliance | CA | 1,590 | $97.8M | $98K |
| Asbestos Workers Philadelphia Pension Fund | Asbestos Workers Philadelphia Pension Fund | PA | 1,471 | $221M | $90K |
| Potlatchdeltic Retirement Plan | Potlatchdeltic Corporation | WA | 1,311 | $173M | $252K |
| Bechtel Plant Machinery, Inc. Pension Plan | Bechtel Plant Machinery, Inc. | PA | 1,208 | $339M | $251K |
| Vectren Corporation Combined Non-Bargaining Retirement Plan | Vectren, LLC | IN | 1,109 | $70.6M | $129K |
| Zoological Society of San Diego Restated Pension Plan for Non-Union Employees | San Diego Zoo Wildlife Alliance | CA | 1,051 | $108M | $94K |
| Indiana Gas Company, Inc. Bargaining Unit Retirement Plan | Indiana Gas Company, Inc. | IN | 553 | $53.4M | $65K |
| Retirement Plan for Ees of Ohio Valley Electric Corp/indiana-Kentucky Electric Corp. | Ohio Valley Electric Corporation | OH | 541 | $158M | $220K |
| Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company | Southern Indiana Gas & Electric Company | IN | 286 | $38.4M | $37K |
Questions and answers
How many plans does MetLife Investment Management serve?
26 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 MetLife Investment Management?
The median plan reported $37.44 per participant in direct and indirect compensation (26 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 (21 plans), Investment advisory (plan) (4 plans) and Named fiduciary (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.