Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
PNC Institutional Asset 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, 266 retirement plans with 100 or more participants reported paying PNC Institutional Asset Management $5,000 or more. Those plans cover 830,330 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $11.3M. Per plan, the median was $47.38 per participant, with the middle half of plans between $16.21 and $95.31. 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 Pennsylvania (56), Ohio (43) and Michigan (18).
In 2009 it appeared on 63 such filings; in 2024, 273 (up 333%). 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 | $16.21 | $47.38 | $95.31 |
| Compensation as a share of plan net assets | 0.03% | 0.09% | 0.13% |
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 |
|---|---|---|---|---|---|
| United Association National Pension Fund | B/o/t United Association National Pension Fund | VA | 196,837 | $7.70B | $367K |
| National Integrated Group Pension Plan | Board of Trustees of National Integrated Group Pension Plan | PA | 46,326 | $1.59B | $80K |
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $143K |
| Felra & UFCW Pension Plan | Board of Trustees, Felra & UFCW Pension | MD | 38,910 | $1.43B | $202K |
| Teamsters Pension Trust Fund of Philadelphia & Vic | Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI | NJ | 24,600 | $2.48B | $133K |
| Brand Share 401(k) Savings & Profit Sharing Plan | Brand Services, LLC | GA | 23,948 | $356M | $83K |
| Pension Plan of Local 464A | Pension Plan of Local 464A | NJ | 21,542 | $1.24B | $140K |
| Greater Pennsylvania Carpenters' Annuity and Savings Fund | Greater Pennsylvania Carpenters' Annuity and Savings Fund | PA | 21,196 | $590M | $5,778 |
| Greater Pennsylvania Carpenters' Pension Fund | Greater Pennsylvania Carpenters' Pension Fund | PA | 21,052 | $1.61B | $230K |
| Locals 302 & 612 of the IUOE - Employers Construction Industry Retirement Plan | Board of Trustees, Locals 302 & 612 of the IUOE - | WA | 19,582 | $3.33B | $178K |
| Michigan Laborers' Annuity Fund | Board of Trustees, Michigan Laborers' Annuity Fund | MI | 18,951 | $129M | $12K |
| UFCW Unions and Participating Employers Pension Plan | Board of Trustees the UFCW Unions and Participating Employers Pension | MD | 11,636 | $94.1M | $11K |
| Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan | Board of Trustees-Htl. & Rest. Emp. LO.25&HTL Assn | MD | 11,610 | $357M | $51K |
| Flex-N-Gate Corporation 401(k) Plan | Flex-N-Gate LLC | IL | 9,802 | $405M | $65K |
| System One Holdings, LLC 401(k) Savings Plan | System One Holdings, LLC | PA | 8,926 | $103M | $43K |
| Pension Fund of Local 227 | Board of Trustees of Pension Fund of Local 227 | FL | 8,832 | $97.2M | $58K |
| Operating Engineers Local 428 Annuity Trust Fund | Operating Engineers Local 428 Annuity Trust Fund | AZ | 8,185 | $313M | $31K |
| Insulators and Allied Workers National Pension Fun | Board of Trustees of the Insulators and Allied Workers National Pensio | FL | 7,203 | $596M | $81K |
| Northwest Ironworkers Retirement Plan | Northwest Ironworkers Retirement Plan Board of Trustees | WA | 7,196 | $851M | $68K |
| UFCW Local 23 & Giant Eagle Pension Fund | Board of Trustees UFCW Local 23 & Giant Eagle Pension Fund | PA | 7,099 | $79.8M | $15K |
| Building Trades Annuity Benefit Fund | The Building Industry Electrical Contractors Association, Inc. | NY | 7,092 | $116M | $1,737 |
| 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 | $80K |
| Teamsters Union No. 142 Pension Fund | Trustees of Teamsters Union No. 142 Pension Fund | IN | 6,610 | $637M | $59K |
| Kirby 401(k) Plan | Kirby Corporation | TX | 6,601 | $850M | $53K |
| Minor League Baseball Players 401(k) Plan | The Minor League Baseball Players 401(k) Plan Committee | PA | 6,190 | $11.4M | $6,280 |
| Tidalhealth Pension Plan | Tidalhealth, Inc. | MD | 5,981 | $163M | $15K |
| Saddle Creek Corporation Retirement Savings Plan | Saddle Creek Corporation DBA Saddle Creek Logistics | FL | 5,902 | $156M | $56K |
| New York-New Jersey Amalgamated Pension Plan for Acme Employees | New York-New Jersey Amalgamated Pension Plan for Acme Employees | NJ | 5,749 | $191M | $29K |
| Amica Pension Fund | Amica Mutual Insurance Company | RI | 5,706 | $1.66B | $6,672 |
| Milwaukee Drivers Pension Plan | Board of Trustees Milwaukee Drivers Pension Fund | WI | 5,239 | $1.08B | $126K |
| Pavers & Road Builders DC Annuity Fund | Pavers & Road Builders DC Annuity Fund | NY | 5,092 | $332M | $47K |
| The Newspaper Guild International Pension Plan | TNG International Pension Fund | DC | 4,996 | $159M | $25K |
| Msa Pension Plan | Msa Worldwide, LLC | PA | 4,981 | $575M | $303K |
| Western PA Electrical Employees Pension Trust Fund | Board of Trustees,ibew Local Union No 5 & Western PA Chapter Neca | PA | 4,769 | $823M | $67K |
| Great Lakes Cheese Co., Inc. 401(k) Plan and Trust | Great Lakes Cheese Co., Inc. | OH | 4,729 | $124M | $59K |
| Indiana Electrical Workers Pension Plan | Indiana Electrical Workers Pension Trust Fund IBEW | IN | 4,587 | $520M | $85K |
| Plumbers & Pipefitters Local Unions 502 & 633 Pens | Joint Board of Trustees Plumbers & Pipefitters Local Unions | MI | 4,427 | $610M | $101K |
| Truck Drivers & Helpers Local Union No. 355 Retirement Plan | Joint Board of Trustees of the Drivers and Helpers Local No. 355 | MD | 4,318 | $732M | $83K |
| Operative Plasterers and Cement Masons Profit Sharing Annuity Plan | Operative Plasterers and Cement Masons - Trustees | OH | 4,220 | $115M | $34K |
| Pavers & Road Builders DC Pension Fund | Pavers & Road Builders DC Pension | NY | 3,945 | $775M | $110K |
Questions and answers
How many plans does PNC Institutional Asset Management serve?
266 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 PNC Institutional Asset Management?
The median plan reported $47.38 per participant in direct and indirect compensation (265 plans reporting an amount), or 0.09% 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) (154 plans), Custodial (securities) (42 plans), Investment management (36 plans) and Investment advisory (participants) (35 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.