Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Pimco
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, 285 retirement plans with 100 or more participants reported paying Pimco $5,000 or more. Those plans cover 4,261,929 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $118M. Per plan, the median was $39.07 per participant, with the middle half of plans between $16.55 and $79.83. 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 (30), New York (22) and Virginia (18).
In 2009 it appeared on 251 such filings; in 2024, 295 (up 18%). 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 | $16.55 | $39.07 | $79.83 |
| 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 |
|---|---|---|---|---|---|
| JPMorgan Chase 401(k) Savings Plan | JPMorgan Chase Bank, National Association | NJ | 300,272 | $52.4B | $1.4M |
| United Food & Commercial Workers Intl Union - Industry Pension Fund | Trustees of UFCW Int'l Union - Industry Pension Fund | IL | 204,155 | $8.12B | $3.9M |
| JPMorgan Chase Retirement Plan | JPMorgan Chase Bank, National Association | NJ | 202,919 | $14.6B | $3.7M |
| Microsoft Corporation Savings Plus 401(k) Plan | Microsoft Corporation | WA | 183,509 | $65.6B | $2.1M |
| National Electrical Annuity Plan | Trustees of the National Electrical Annuity Plan | MD | 182,716 | $16.8B | $3.0M |
| The Bank of America Pension Plan | Bank of America Corporation | RI | 168,197 | $17.6B | $3.6M |
| IBM 401(k) Plan | International Business Machines Corporation | NY | 149,818 | $59.4B | $3.5M |
| IBM Personal Pension Plan | International Business Machines Corporation | NY | 144,666 | $17.6B | $975K |
| The Citigroup Pension Plan | Citigroup Inc. | CT | 119,922 | $9.84B | $1.3M |
| Motion Picture Industry Individual Account Plan | Board of Directors, Motion Picture Industry Pension | CA | 108,671 | $6.13B | $2.6M |
| Sound Retirement Trust | Board of Trustees, Sound Retirement Trust | WA | 107,493 | $2.56B | $879K |
| Motion Picture Industry Pension Plan | Board of Directors, Motion Picture Industry Pension | CA | 103,919 | $5.86B | $1.5M |
| Morgan Stanley 401(k) Plan | Morgan Stanley Domestic Holdings, LLC | NY | 80,789 | $22.0B | $1.5M |
| 401(k) Pension Plan | National Rural Electric Cooperative Association | VA | 80,475 | $16.7B | $675K |
| KPMG Pension Plan | KPMG LLP | NJ | 71,845 | $3.07B | $907K |
| Exxonmobil Pension Plan | Exxon Mobil Corporation | TX | 60,890 | $11.2B | $252K |
| Pacific Gas and Electric Company Retirement Plan | Pacific Gas and Electric Company | CA | 58,892 | $17.5B | $2.3M |
| The Southern Company Pension Plan | Southern Company Services, Inc. | GA | 58,166 | $15.0B | $2.1M |
| Liberty Mutual 401(k) Plan | Liberty Mutual Group Inc. | MA | 49,659 | $10.8B | $1.4M |
| The Goldman Sachs 401(k) Plan | The Goldman Sachs Group, Inc. | NY | 49,526 | $12.8B | $912K |
| Retirement Plan for Employees of Aetna Inc. | Aetna Inc. | CT | 49,504 | $5.19B | $1.0M |
| Intermountain Healthcare Pension Plan | Intermountain Health Care, Inc. | UT | 40,022 | $3.04B | $629K |
| American International Group, Inc. Retirement Plan | American International Group, Inc. | NY | 39,221 | $2.97B | $957K |
| Firstenergy Corp. Master Pension Plan | Firstenergy Corp. | OH | 38,934 | $6.35B | $600K |
| Parker Defined Benefit Pension Plan | Parker Hannifin Corporation | OH | 37,405 | $3.40B | $422K |
| Marsh & McLennan Companies Retirement Plan | Marsh & McLennan Companies, Inc. | NY | 35,450 | $4.06B | $607K |
| Highmark Retirement Plan | Highmark Health | PA | 34,883 | $2.99B | $1.1M |
| Twin City Hospitals - Minnesota Nurses Association Pension Plan | Pension Committee Under Twin City Hospitals - Minnesota Nurses | MN | 33,805 | $2.38B | $40K |
| Ecolab Pension Plan | Ecolab Inc. | MN | 33,278 | $1.67B | $252K |
| Dow Employees' Pension Plan | The Dow Chemical Company | MI | 31,955 | $10.7B | $255K |
| Chicago & Vicinity Laborers' District Council Pension Plan | BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | IL | 30,331 | $5.23B | $267K |
| Sprinkler Industry Supplemental Pension Fund | Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees | MD | 29,607 | $2.94B | $223K |
| Farmers Group, Inc. 401(k) Savings Plan | Farmers Group, Inc. | CA | 28,962 | $4.89B | $288K |
| General Dynamics Retirement Plan (Government) | General Dynamics Corporation | VA | 28,661 | $2.68B | $825K |
| Discover Financial Services 401(k) Plan | Discover Financial Services | IL | 27,261 | $3.21B | $295 |
| General Dynamics Retirement Plan (Electric Boat and Mission Systems) | General Dynamics Corporation | VA | 26,451 | $4.08B | $1.9M |
| Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund | Board of Trustees, Southern California United Food | CA | 26,295 | $926M | $265K |
| Altria Retirement Plan | Altria Client Services LLC | VA | 25,614 | $6.42B | $3.0M |
| 3M Employee Retirement Income Plan | 3M Company | MN | 25,001 | $8.23B | $4.5M |
| The Cultural Institutions Pension Plan | The Cultural Institutions Retirement System | NY | 24,316 | $1.67B | $21K |
Questions and answers
How many plans does Pimco serve?
285 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 Pimco?
The median plan reported $39.07 per participant in direct and indirect compensation (180 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 (259 plans), Investment advisory (plan) (18 plans), Other services (4 plans) and Trustee (directed) (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.