Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Prudential Insurance Co.
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, 134 retirement plans with 100 or more participants reported paying Prudential Insurance Co. $5,000 or more. Those plans cover 2,762,081 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.74B. Per plan, the median was $27.71 per participant, with the middle half of plans between $8.61 and $57.61. 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 (16), New Jersey (13) and California (12).
In 2009 it appeared on 1,175 such filings; in 2024, 146 (down 88%). 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 | $8.61 | $27.71 | $57.61 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
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 |
|---|---|---|---|---|---|
| Western Conference of Teamsters Pension Plan | Western Conference of Teamsters Pension Trust Fund Board of Trustees | WA | 639,222 | $55.8B | $32.5M |
| S.E.I.U. National Industry Pension Fund | Board of Trustees of the S.E.I.U. National Industry Pension Fund | DC | 168,072 | $1.70B | $766K |
| IBM 401(k) Plan | International Business Machines Corporation | NY | 149,818 | $59.4B | $4.0M |
| Sodexo 401 (K) Employees' Retirement Savings Plan and Trust | Sodexo, Inc. | MD | 130,486 | $2.45B | $299K |
| Motion Picture Industry Individual Account Plan | Board of Directors, Motion Picture Industry Pension | CA | 108,671 | $6.13B | $638K |
| U.S. Bank 401(k) Savings Plan | U.S. Bancorp | MN | 90,116 | $11.4B | $202K |
| Retirement Plan of International Paper Company | International Paper Company | TN | 84,174 | $8.19B | $151K |
| Boilermaker-Blacksmith National Pension Trust | Board of Trustees Boilermaker-Blacksmith National | MO | 80,280 | $7.38B | $3.4M |
| The Mount Sinai Medical Center 403(b) Retirement Plan | The Mount Sinai Medical Center | NY | 75,936 | $9.49B | $55K |
| The Southern Company Pension Plan | Southern Company Services, Inc. | GA | 58,166 | $15.0B | $1.6M |
| Desert States Employers & UFCW Unions Pension Plan | Board of Trustees, Desert States Employers & UFCW | AZ | 55,607 | $1.04B | $88K |
| Retirement Plan for Employees of Aetna Inc. | Aetna Inc. | CT | 49,504 | $5.19B | $397K |
| National Integrated Group Pension Plan | Board of Trustees of National Integrated Group Pension Plan | PA | 46,326 | $1.59B | $141K |
| Cummins Pension Plan | Cummins Inc. | IN | 44,593 | $3.20B | $506K |
| The Prudential Merged Retirement Plan | The Prudential Insurance Company of America | NJ | 44,305 | $8.87B | $9.0M |
| Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct | BD of TR of the Pension, Hosp & Benefit PL of the Elec Ind-Pension | NY | 40,749 | $5.24B | $338K |
| Firstenergy Corp. Master Pension Plan | Firstenergy Corp. | OH | 38,934 | $6.35B | $857K |
| Ferguson Enterprises, LLC, 401(k) Retirement Savings Plan | Ferguson Enterprises, LLC | VA | 38,897 | $3.58B | $790K |
| Gciu - Employer Retirement Benefit Plan | Board of Trustees Gciu-Employer Retirement Benefit Plan | WA | 37,126 | $1.76B | $267K |
| Deseret Mutual Master Retirement Plan | Deseret Mutual Benefit Administrators | UT | 32,235 | $6.96B | $737K |
| Union Carbide Employees' Pension Plan | Union Carbide Corporation C/o the Dow Chemical Company | MI | 31,806 | $2.13B | $1.3M |
| Shell Pension Plan | Shell USA, Inc. | TX | 31,775 | $9.57B | $2.66B |
| Midwest Operating Engineers Pension Trust Fund | Trustees of the Midwest Operating Engineers Pension Trust Fund | IL | 31,707 | $5.77B | $1.3M |
| Consolidated Edison Retirement Plan | Consolidated Edison Company of New York, Inc. | NY | 26,696 | $15.5B | $6.2M |
| Ilwu-Pma Pension Plan | Trustees of Ilwu-Pma Pension Plan | CA | 25,317 | $10.7B | $1.3M |
| Retail Food Employers & UFCW Local 711 Pension | Board of Trustees Retail Food Employers & UFCW Local 711 Pension | UT | 23,475 | $366M | $114K |
| Ameren Retirement Plan | Ameren Corporation | MO | 23,302 | $4.38B | $381K |
| Frontier Communications Pension Plan | Frontier Communications Corporation | CT | 22,881 | $2.50B | $5,220 |
| BD Retirement Plan | Becton Dickinson and Company | NJ | 22,288 | $1.57B | $55K |
| New England Health Care Employees Pension Plan | Board of Trustees-New England Health Care Employees Pension Fund | CT | 21,117 | $1.01B | $308K |
| Greater Pennsylvania Carpenters' Pension Fund | Greater Pennsylvania Carpenters' Pension Fund | PA | 21,052 | $1.61B | $67K |
| Ohio Operating Engineers Pension Plan | Ohio Operating Engineers Pension Plan | OH | 20,036 | $3.74B | $835K |
| Linde U.S. Pension Plan | Linde Inc. | CT | 17,786 | $2.07B | $318K |
| Pitney Bowes Pension Plan | Pitney Bowes Inc. | CT | 17,744 | $958M | $613K |
| SEIU Affiliates Officers and Employees Pension Plan | BD of Trustees SEIU Affiliates Officers and Employees Pension Plan | DC | 17,491 | $1.64B | $740K |
| The Hertz Corporation Account Balance Defined Benefit Pension Plan | The Hertz Corporation | FL | 17,012 | $325M | $49K |
| William Beaumont Hospital Employees' Retirement Plan | William Beaumont Hospital | MI | 16,076 | $1.41B | $335K |
| Laborers District Council of W PA Pension Fund | Laborers District Council of W PA Pension Fund Board of Trustees | PA | 16,000 | $947M | $159K |
| Heavy & General Laborers' Local Unions 472 & 172 of NJ Annuity Plan | BD of Trustees Heavy & General Laborers' of NJ Annuity Fund | NJ | 14,981 | $1.49B | $492K |
| Automobile Mechanics' Local No. 701 Pension Fund | Trustees of Automobile Mechanics' Local No. 701 Pension Fund | IL | 14,856 | $1.23B | $167K |
Questions and answers
How many plans does Prudential Insurance Co. serve?
134 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 Prudential Insurance Co.?
The median plan reported $27.71 per participant in direct and indirect compensation (130 plans reporting an amount), or 0.02% 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 (90 plans), Contract Administrator (14 plans), Custodial (securities) (9 plans) and Investment advisory (plan) (5 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.