My Plan Facts

Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

Nationwide

Most often reported for recordkeeping and administration

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.

623plans naming this provider
413,626participant records in those plans
$18.9Mcompensation reported, direct and indirect
$52.20median reported per participant609 plans with an amount

For plan year 2024, 623 retirement plans with 100 or more participants reported paying Nationwide $5,000 or more. Those plans cover 413,626 participant records, and the service most often reported is recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $18.9M. Per plan, the median was $52.20 per participant, with the middle half of plans between $13.72 and $110. 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 California (64), New York (54) and Ohio (54).

In 2009 it appeared on 1,352 such filings; in 2024, 628 (down 54%). 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 plans25th percentileMedian75th percentile
Compensation per participant$13.72$52.20$110
Compensation as a share of plan net assets0.04%0.18%0.35%

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

2009: 1,3522010: 1,4442011: 1,4272012: 1,3422013: 1,3192014: 1,2882015: 1,2752016: 1,2362017: 1,2252018: 1,1942019: 1,2112020: 1,1922021: 1,1592022: 1,0932023: 7862024: 6281,3521,44462820092012201620202024
Plans with 100+ participants naming this provider
2009: $47.2M2010: $50.3M2011: $59.1M2012: $50.0M2013: $53.2M2014: $61.4M2015: $47.5M2016: $44.4M2017: $46.2M2018: $46.8M2019: $48.7M2020: $47.6M2021: $52.9M2022: $45.6M2023: $46.5M2024: $19.1M$47.2M$61.4M$19.1M20092012201620202024
Compensation reported by those plans

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

Recordkeeping and information management384
Participant loan processing139
Investment management126
Other services111
Custodial (securities)99
Investment advisory (participants)86

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Nationwide Children's Hospital Defined Contribution PlanNationwide Children's Hospital, Inc.OH25,761$1.02B$432K
Nationwide Children's Hospital Inc. 403(b) Tax Sheltered Annuity PlanNationwide Children's HospitalOH22,556$841M$376K
Ultimate Care, Inc. Retirement Plan and TrustUltimate Care, Inc.NY7,581$4.5M$91K
The Pssi 401(k) Plan & TrustPackers Sanitation Serivces, Inc.WI7,531$30.9M$110K
Driveline Retail Merchandising 401(k) PlanDriveline Retail Merchandising Inc.TX6,877$7.0M$59K
Central Arkansas Nursing Centers, Inc. 401(k) Plan and TrustCentral Arkansas Nursing Centers, Inc.AR5,464$12.5M$87K
Isc Group LLC 401(k) Retirement PlanIsc Group LLCLA5,399$148M$129K
Ellis Hospital Employees Defined Contribution Retirement PlanEllis HospitalNY5,183$269M$1,433
Costa Farms, LLC 401(k) PlanCosta Farms, LLCFL4,459$41.2M$5,619
Fpi Management, Inc. 401(k) PlanFpi Management, Inc.CA4,448$23.2M$4,090
Nonprofit Association of the Midlands 403(b) PlanNonprofit Association of the Midlan DSNE4,300$54.8M$13K
Cameron Mitchell Restaurants, LLC 401(k) PlanCameron Mitchell Restaurants, LLCOH4,030$27.4M$1,929
Link Homecare, LLC Retirement Plan and TrustLink Homecare, LLCNY4,013$2.2M$19K
Retirement Plus of Memorial Health System HospitalsMarietta Memorial HospitalOH4,008$111M$126K
The Schroer Group Employees 401(k) Profit Sharing Plan & TrustTSG Resources, Inc.OH3,969$60.9M$6,640
H Mart 401(k) PlanH Mart Inc.NJ3,928$22.7M$63K
Ohio State University Physicians, Inc. Interim Retirement PlanOhio State University Physicians, Inc.OH3,759$183M$429K
Trinity Solar, LLC 401(k) PlanTrinity Solar, LLCNJ3,297$60.0M$230K
Technical Services Retirement PlanComputer and Engineering Services, Inc.MI3,283$29.2M$224K
Goodwill Industries of Southern California, Inc. 403(b) Thrift PlanGoodwill Industries of Southern California, Inc.CA3,275$17.8M$1,019
Viaquest, Inc. 401(k) Profit Sharing PlanViaquest, Inc.OH3,000$8.2M$29K
Memorial Health System Hospitals Defined Contribution PlanMarietta Memorial HospitalOH2,989$30.7M$51K
Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity PlanOhio State University Physicians, Inc.OH2,975$58.7M$429K
Kidspeace Tax Deferred Annuity PlanKidspeace CorporationPA2,889$22.4M$60K
Rollinsnelson GRP, LLC 401(k) PlanRollinsnelson GRP, LLCCA2,614$7.7M$55K
Butler Memorial Hospital 403(b) PlanButler Memorial HospitalPA2,521$103M$5,717
Holder Construction Group, LLC Profit Sharing and 401(k) PlanHolder Construction Group, LLCGA2,319$229M$242K
Sharecare, Inc. 401(k) PlanSharecare, Inc.GA2,313$90.8M$45K
The 401(k) Retirement Savings Plan of Broadmoor Hotel, Inc.Oklahoma Publishing Co.CO2,058$55.8M$100K
Koorsen Fire & Security, Inc. 401(k) PlanKoorsen Fire & Security, Inc.IN2,041$52.8M$90K
Preferred Employer Plan IIFiduciary Wise, LLCAZ2,009$75.7M$12K
VRC Companies, LLC 401(k) Profit Sharing PlanVRC Companies, LLCTN1,979$21.7M$15K
Bruckner Truck Sales, Inc. Employee Profit Sharing PlanBruckner Truck Sales, Inc.TX1,967$122M$98K
I Am Boundless, Inc. 401(k) Profit Sharing PlanI Am Boundless, Inc.OH1,958$13.3M$45K
PHG Retirement PlanCeres, LLC d/b/a Prime Hospitality GroupIN1,884$6.5M$67K
Ssa Group, LLC 401(k) PlanSsa Group, LLCCO1,864$20.5M$77K
Community Medical Centers, Inc. 403(b) Retirement PlanCommunity Medical Centers, Inc.CA1,860$39.5M$94K
Citadel Care Centers 401(k) PlanCitadel Consulting Group, LLCNY1,853$2.3M$15K
MMC 401(k) Savings and Retirement PlanMedical Management Consultants, Inc.CA1,829$87.0M$61K
United Distributors, Inc. Employee Savings PlanUnited Distributors, Inc.GA1,754$125M$145K

Questions and answers

How many plans does Nationwide serve?

623 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 Nationwide?

The median plan reported $52.20 per participant in direct and indirect compensation (609 plans reporting an amount), or 0.18% 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 Recordkeeping and information management (384 plans), Participant loan processing (139 plans), Investment management (126 plans) and Other services (111 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.