Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Rhumbline Advisers
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, 25 retirement plans with 100 or more participants reported paying Rhumbline Advisers $5,000 or more. Those plans cover 377,181 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.1M. Per plan, the median was $6.33 per participant, with the middle half of plans between $2.90 and $8.93. 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 District of Columbia (5), California (3) and Florida (2).
In 2009 it appeared on 12 such filings; in 2024, 39. 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 | $2.90 | $6.33 | $8.93 |
| Compensation as a share of plan net assets | 0.00% | 0.01% | 0.01% |
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 |
|---|---|---|---|---|---|
| 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 | $69K |
| Laborers Annuity Plan for Northern California | Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity | CA | 78,189 | $1.54B | $5,183 |
| SEIU Affiliates Officers and Employees Pension Plan | BD of Trustees SEIU Affiliates Officers and Employees Pension Plan | DC | 17,491 | $1.64B | $67K |
| Central Laborers' Pension Fund | Board of Trustees of Central Laborers' Pension Fund | IL | 16,444 | $1.39B | $156K |
| Laborers District Council of W PA Pension Fund | Laborers District Council of W PA Pension Fund Board of Trustees | PA | 16,000 | $947M | $143K |
| San Mateo Hotel Employees & Restaurant Employees Pension Fund | San Mateo Hotel Employees & Restaurant Employees Pension Fund | CA | 9,308 | $217M | $72K |
| Harley-Davidson Retirement Plan | Harley-Davidson Motor Company, Inc. | WI | 7,834 | $1.85B | $40K |
| NFL Player Annuity Program | Annuity Board of the NFL Player Annuity Program | MD | 7,789 | $1.96B | $235K |
| Teamsters Local 210 Affiliated Pension Trust Fund | Board of Trustees Teamsters Local 210 Affiliated Pension Trust Fund | NY | 7,579 | $155M | $8,803 |
| Teamsters Negotiated Pension Plan | Teamsters Negotiated Pension Plan | MO | 6,694 | $712M | $9,612 |
| The Nielsen Company Retirement Plan | TNC US Holdings, Inc. | NY | 6,198 | $257M | $22K |
| Afscme Employees Pension Plan | American Federation of State, County and Municipal Employees | DC | 4,659 | $1.64B | $37K |
| Pension Plan for Employees of the Service Employee Int'l Union | Service Employees Intl Union | DC | 4,654 | $371M | $15K |
| United Asso Journeymen & Apprnc Pension Fund | United Assn of Journeymen & Apprentice Local 198 AFL-CIO Pension Fund | FL | 3,934 | $199M | $11K |
| Pension Plan of Independence Blue Cross | Independence Blue Cross, LLC | PA | 3,786 | $686M | $23K |
| Airconditioning and Refrigeration Industry Retirement Trust Fund | Board of Trustees, Airconditioning and Refrigeration | CA | 3,639 | $338M | $7,407 |
| Lear Corporation Pension Plan | Lear Corporation | MI | 2,982 | $189M | $6,753 |
| Employees' Retirement Plan of the National Education Association | The National Education Association | DC | 2,972 | $901M | $49K |
| Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund | Board of Trustees, Iron Workers Local No. 5 & Iwea | WA | 2,354 | $417M | $37K |
| Pension Plan for Employees of HNS Management Co. Inc. Represented by Atu | H N S Management Company Inc. | CT | 1,803 | $313M | $13K |
| The Teknor Apex Company Retirement Plan | Teknor Apex Company | RI | 1,689 | $242M | $11K |
| I.B.E.W. Local No. 728 Pension Fund | Trustees of I.B.E.W. Local No. 728 Pension Fund | FL | 1,427 | $71.8M | $9,976 |
| Samford University Pension Plan | Samford University | AL | 921 | $170M | $27K |
| M.s.s.a.-I.l.a. Pension Plan | Board of Trustee Mssa-Ila Pension Plan | AL | 571 | $63.3M | $5,000 |
| Nba Pension Plan for Coaches, Assistant Coaches and Trainers | National Basketball Association | NJ | 192 | $86.3M | $5,279 |
Questions and answers
How many plans does Rhumbline Advisers serve?
25 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 Rhumbline Advisers?
The median plan reported $6.33 per participant in direct and indirect compensation (25 plans reporting an amount), or 0.01% 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 (21 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.