Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Nisa Investment Advisors, LLC
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.
Nisa Investment Advisors, LLC is named as a service provider on the Schedule C of 115 retirement plans with 100 or more participants for plan year 2024, covering 3,020,620 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $78.0M. Per plan, the median was $30.38 per participant, with the middle half of plans between $15.30 and $71.99. 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 (18), Pennsylvania (10) and Minnesota (9).
In 2009 it appeared on 64 such filings; in 2024, 119 (up 86%). 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 | $15.30 | $30.38 | $71.99 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.06% |
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 |
|---|---|---|---|---|---|
| UPS Pension Plan | United Parcel Service of America, Inc. | GA | 246,785 | $9.28B | $420K |
| JPMorgan Chase Retirement Plan | JPMorgan Chase Bank, National Association | NJ | 202,919 | $14.6B | $1.0M |
| The Bank of America Pension Plan | Bank of America Corporation | RI | 168,197 | $17.6B | $1.3M |
| Wells Fargo & Company Cash Balance Plan | Wells Fargo & Company | MN | 165,927 | $8.25B | $2.1M |
| IBM Personal Pension Plan | International Business Machines Corporation | NY | 144,666 | $17.6B | $4.0M |
| UPS Retirement Plan | United Parcel Service of America, Inc. | GA | 144,570 | $21.2B | $546K |
| Ups/ibt Full-Time Employee Pension Plan | Board of Trustees of the Ups/ibt Full-Time Pension Plan | GA | 102,332 | $12.2B | $989K |
| Bakery & Confectionery Union & Industry International Pension Fund | Joint Board of Trustees, Bakery & Confectionery Union & Industry | MD | 99,660 | $6.56B | $468K |
| Truist Financial Corporation Pension Plan | Truist Financial Corporation | NC | 92,130 | $14.7B | $1.1M |
| Pepsico, Inc. Employees Retirement Plan H | Pepsico, Inc. | NY | 85,189 | $4.20B | $1.4M |
| Target Corporation Pension Plan | Target Corporation | MN | 75,775 | $3.29B | $1.5M |
| United Mine Workers of America 1974 Pension Plan | Umwa 1974 Pension Trust Board of Trustees | DC | 71,051 | $3.71B | $229K |
| Pacific Gas and Electric Company Retirement Plan | Pacific Gas and Electric Company | CA | 58,892 | $17.5B | $2.2M |
| Pepsico Employees Retirement Plan I | Pepsico, Inc. | NY | 55,326 | $6.82B | $1.1M |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | GA | 51,142 | $7.13B | $1.3M |
| Retirement Plan for Employees of Aetna Inc. | Aetna Inc. | CT | 49,504 | $5.19B | $160K |
| USAA Pension Plan | United Services Automobile Association | TX | 49,301 | $4.28B | $782K |
| BJC Pension Plan | BJC Health System | MO | 42,843 | $2.64B | $684K |
| Northwell Health Pension Plan | Northwell Health, Inc. | NY | 42,096 | $2.74B | $313K |
| Automatic Data Processing Inc. Pension Retirement Plan | Automatic Data Processing, Inc. | NJ | 40,486 | $1.75B | $488K |
| HSBC - North America (U.S.) Pension Plan | HSBC North America Holdings Inc. | IL | 39,143 | $2.86B | $1.1M |
| Firstenergy Corp. Master Pension Plan | Firstenergy Corp. | OH | 38,934 | $6.35B | $1.0M |
| Ernst & Young Inactive Defined Benefit Retirement Plan | Ernst & Young U.S. LLP | NJ | 38,877 | $2.16B | $463K |
| Marsh & McLennan Companies Retirement Plan | Marsh & McLennan Companies, Inc. | NY | 35,450 | $4.06B | $344K |
| Highmark Retirement Plan | Highmark Health | PA | 34,883 | $2.99B | $970K |
| Ecolab Pension Plan | Ecolab Inc. | MN | 33,278 | $1.67B | $207K |
| American Electric Power System Retirement Plan | American Electric Power Service Corporation | OH | 32,548 | $4.00B | $274K |
| Dow Employees' Pension Plan | The Dow Chemical Company | MI | 31,955 | $10.7B | $1.7M |
| Union Carbide Employees' Pension Plan | Union Carbide Corporation C/o the Dow Chemical Company | MI | 31,806 | $2.13B | $164K |
| Sysco Corporation Retirement Plan | Sysco Corporation | TX | 30,257 | $2.47B | $1.1M |
| Consolidated Edison Retirement Plan | Consolidated Edison Company of New York, Inc. | NY | 26,696 | $15.5B | $2.7M |
| Altria Retirement Plan | Altria Client Services LLC | VA | 25,614 | $6.42B | $724K |
| 3M Employee Retirement Income Plan | 3M Company | MN | 25,001 | $8.23B | $1.8M |
| Morgan Stanley Employees Retirement Plan | Morgan Stanley Domestic Holdings, LLC | NY | 23,726 | $2.03B | $628K |
| Ameren Retirement Plan | Ameren Corporation | MO | 23,302 | $4.38B | $1.1M |
| Bae Systems Employees' Retirement Plan | Bae Systems, Inc. | VA | 20,783 | $3.21B | $747K |
| The TJX Companies, Inc. Retirement Plan | The TJX Companies, Inc. | MA | 19,564 | $1.43B | $812K |
| BMO U.S. Pension Plan | BMO Financial Corp. | IL | 18,124 | $1.25B | $1.5M |
| Siemens Pension Plan | Siemens Corporation | NJ | 17,771 | $1.42B | $186K |
| Pitney Bowes Pension Plan | Pitney Bowes Inc. | CT | 17,744 | $958M | $375K |
Questions and answers
How many plans does Nisa Investment Advisors, LLC serve?
115 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 Nisa Investment Advisors, LLC?
The median plan reported $30.38 per participant in direct and indirect compensation (115 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 (95 plans), Investment advisory (plan) (14 plans), Named fiduciary (1 plans) and Custodial (other than 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.