Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
The Angell Pension Group, Inc.
Most often reported for recordkeeping and administration
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.
The Angell Pension Group, Inc. is named as a service provider on the Schedule C of 292 retirement plans with 100 or more participants for plan year 2024, covering 250,162 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $5.8M. Per plan, the median was $23.96 per participant, with the middle half of plans between $11.10 and $44.43. 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 Massachusetts (136), Rhode Island (33) and New York (25).
In 2009 it appeared on 68 such filings; in 2024, 294 (up 332%). 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 | $11.10 | $23.96 | $44.43 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.07% |
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 |
|---|---|---|---|---|---|
| Constellation Software (U.S.A.) Inc. Retirement Savings Plan | Csi USA Inc. | IL | 18,022 | $1.61B | $710K |
| Student Transportation of America, Inc. 401(k) Savings Plan | Student Transportation of America, Inc. | NJ | 13,265 | $48.1M | $79K |
| Bally's 401(k) Plan | Bally's Management Group, LLC | RI | 8,822 | $175M | $78K |
| The Pension Plan for Insurance Organizations | Named Fiduciaries of the Pension Plan for Insurance Organizations | PA | 7,840 | $1.11B | $11K |
| Loandepot.com, LLC 401(k) Plan | Loandepot.com, LLC | CA | 7,167 | $397M | $113K |
| My Nest Egg 401(k) Plan | Magna Hospitality Group, L.C. | RI | 3,938 | $23.4M | $55K |
| Smith College Defined Contribution Retirement Plan | Smith College | MA | 3,845 | $629M | $11K |
| Wellesley College 403(b) Retirement Plan | Wellesley College | MA | 3,804 | $787M | $13K |
| Unite Here Local 26 401(k) Plan | Trustees of the Unite Here Local 26 401(k) Plan | MA | 3,537 | $100M | $66K |
| Vishay Employee Savings Plus Plan | Vishay Intertechnology, Inc. | PA | 3,275 | $453M | $5,000 |
| Mount Holyoke College Defined Contribution Retirement Plan | Trustees of Mount Holyoke College | MA | 2,945 | $423M | $10K |
| United Musculoskeletal Partners, LLC 401(k) Plan | United Musculoskeletal Partners, LLC | GA | 2,860 | $361M | $31K |
| Rakuten USA 401(k) Plan | Rakuten USA | CA | 2,859 | $311M | $28K |
| Any Hour 401(k) Plan | Any Hour, LLC | UT | 2,752 | $37.9M | $91K |
| Babson College Retirement Plan | Babson College | MA | 2,707 | $478M | $19K |
| High Street Insurance Partners 401(k) Plan | High Street Insurance Partners, Inc. | MI | 2,495 | $148M | $65K |
| Servicenet Employee Retirement Plan | Servicenet, Inc. | MA | 2,452 | $30.7M | $35K |
| Rhode Island School of Design Retirement Plan | Rhode Island School of Design | RI | 2,415 | $277M | $9,312 |
| Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan | Xojet Aviation, LLC | FL | 2,402 | $133M | $20K |
| Whittier Employee Resources Inc. 401(k) Plan | Whittier Employee Resources Inc. | MA | 2,282 | $36.9M | $35K |
| Healthplanone, LLC 401(k) Plan | Healthplanone, LLC | CT | 2,252 | $23.0M | $9,320 |
| Washington and Lee University Defined Contribution Plan | Washington and Lee University | VA | 2,101 | $437M | $8,012 |
| Brown Physicians, Inc. 403(b) Plan | Brown Physicians, Inc. | RI | 2,050 | $280M | $4,363 |
| Western New England University Defined Contribution Retirement Plan | Western New England University | MA | 1,948 | $288M | $11K |
| McGovern Auto Group 401(k) Savings Plan | McGovern Auto Group Corp. Services, Inc. | MA | 1,928 | $41.3M | $36K |
| Merrimack College 403(b) Retirement Plan | Merrimack College | MA | 1,911 | $185M | $19K |
| Brown Physicians, Inc. 401(a) Plan | Brown Physicians, Inc. | RI | 1,911 | $326M | $8,620 |
| Associated Grocers 401(k) Savings Plan Trust Account | Associated Grocers of New England, Inc. | NH | 1,907 | $76.7M | $59K |
| Legacy Lifecare 403(b) Plan | Chelsea Jewish Lifecare, Inc. | MA | 1,896 | $36.8M | $6,703 |
| Bryant University 403(b) Retirement Plan | Bryant University | RI | 1,845 | $318M | $11K |
| Trinity College 403(b) Retirement Plan | Trinity College | CT | 1,839 | $381M | $14K |
| Open Sky Community Services, Inc. Tax-Deferred Annuity Plan | Open Sky Community Services, Inc. | MA | 1,819 | $34.4M | $25K |
| Lenox Hospitality Services, Inc. 401(k) Plan | Lenox Hospitality Services, Inc. | RI | 1,818 | $25.5M | $12K |
| Stafford Management, LLC 401(k) Plan | Stafford Management, LLC | MA | 1,694 | $20.8M | $9,348 |
| University of Saint Joseph 403(b) Retirement Plan | University of Saint Joseph | CT | 1,668 | $136M | $7,212 |
| Wheaton College Retirement Plan | Wheaton College | MA | 1,667 | $213M | $14K |
| Hallkeen Management, Inc. 401(k) Retirement Plan | Hallkeen Management, Inc. | MA | 1,618 | $27.2M | $98K |
| Amego, Inc. 403(b) Plan | Amego, Inc. | MA | 1,607 | $17.5M | $25K |
| NGP Management, LLC 401(k) Plan | NGP Management, LLC | MA | 1,603 | $21.1M | $5,144 |
| Bamsi 403(b) Retirement Plan | Brockton Area Multi-Services, Inc. | MA | 1,568 | $16.1M | $21K |
Questions and answers
How many plans does The Angell Pension Group, Inc. serve?
292 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 The Angell Pension Group, Inc.?
The median plan reported $23.96 per participant in direct and indirect compensation (291 plans reporting an amount), or 0.04% 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 Contract Administrator (135 plans), Other services (88 plans), Actuarial (20 plans) and Consulting (general) (13 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.