Providers › Consulting
Service provider · Schedule C, plan year 2024
The Segal Company
Most often reported for consulting
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, 68 retirement plans with 100 or more participants reported paying The Segal Company $5,000 or more. Those plans cover 1,008,446 participant records, and the service most often reported is consulting.
Reported compensation from those plans, direct and indirect, totalled $7.6M. Per plan, the median was $20.41 per participant, with the middle half of plans between $6.77 and $68.90. 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 (35), Texas (7) and Hawaii (6).
In 2009 it appeared on 97 such filings; in 2024, 70 (down 28%). 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 | $6.77 | $20.41 | $68.90 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.08% |
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 |
|---|---|---|---|---|---|
| Southern California UFCW Unions and Food Employers Joint Pension Trust Fund | Board of Trustees, So Ca UFCW Unions & Food Employers | CA | 199,927 | $6.49B | $673K |
| UFCW No. California Employers Joint Pension Plan | Board of Trustees, UFCW No. California Employers Joint Pension Plan | CA | 130,691 | $2.89B | $405K |
| Laborers Annuity Plan for Northern California | Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity | CA | 78,189 | $1.54B | $37K |
| Carpenters Annuity Trust Fund for Northern California | Carpenters Annuity Trust Fund for Northern California | CA | 64,162 | $3.48B | $60K |
| UFCW No. California Food Employers Joint Individual Account Plan | Board of Trustees UFCW No. California Food Employers Joint Ind Account | CA | 58,508 | $267M | $55K |
| Oregon Retail Employees Pension Plan | Board of Trustees, Oregon Retail Employees Pension | OR | 56,361 | $1.06B | $336K |
| Desert States Employers & UFCW Unions Pension Plan | Board of Trustees, Desert States Employers & UFCW | AZ | 55,607 | $1.04B | $217K |
| Carpenters Pension Trust Fund for Northern California | Carpenters Pension Trust Fund | CA | 50,394 | $6.58B | $180K |
| Operating Engineers Pension Trust | Board of Trustees, Operating Engineers Pension Trust | CA | 40,018 | $3.65B | $141K |
| Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund | Board of Trustees, Southern California United Food | CA | 26,295 | $926M | $146K |
| Ilwu-Pma Pension Plan | Trustees of Ilwu-Pma Pension Plan | CA | 25,317 | $10.7B | $260K |
| Retail Food Employers & UFCW Local 711 Pension | Board of Trustees Retail Food Employers & UFCW Local 711 Pension | UT | 23,475 | $366M | $194K |
| Automotive Industries Pension Plan | Board of Trustees Automotive Industries Pension Plan | CA | 22,897 | $2.12B | $245K |
| Workday, Inc. 401(k) Plan | Workday, Inc. | CA | 15,710 | $2.61B | $304K |
| GMP & Employers Pension Plan | GMP & Employers Pension Plan | OH | 12,939 | $565M | $163K |
| Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada | Board of Trustees, Sheet Metal Workers' Pension Plan | CA | 11,552 | $1.42B | $286K |
| Pacific Coast Roofers Pension Plan | Board of Trustees for Pacific Coast Roofers Pension Plan | CA | 10,634 | $700M | $163K |
| UFCW Pharmacists, Clerks, and Drug Employer's Pension Trust | UFCW Pharmacists, Clerks, and Drug Employer's Pension Trust | CA | 10,074 | $183M | $85K |
| Bay Area Painters & Tapers Pension Trust | Bay Area Painters & Tapers Pension Trust | CA | 9,085 | $699M | $135K |
| Operating Engineers Local 428 Annuity Trust Fund | Operating Engineers Local 428 Annuity Trust Fund | AZ | 8,185 | $313M | $10K |
| Hawaii Carpenters 401(k) FD | Hawaii Carpenters 401(k) Fund | HI | 7,421 | $258M | $22K |
| IBEW Local No. 716 Retirement Plan | Board of Trustees of the IBEW Local No. 716 Retirement Trust Fund | TX | 6,109 | $132M | $9,641 |
| Cement Masons Pension Trust Fund for Northern California | Cement Masons Pension Trust Fund for N.cal | CA | 5,984 | $775M | $192K |
| IBEW Local 716 Pension Plan | Board of Trustees of IBEW Local 716 Pension Plan | TX | 5,589 | $221M | $68K |
| No Calif Glaziers, Architectural Metal and Glassworkers Pension Plan | Board of Trustees, No. Calif. Glaziers Architectural Metal & Glas | CA | 4,278 | $547M | $289K |
| Resilient Floor Covering Pension Fund | Bot of Resilient Floor Covering Pension Fund | CA | 3,809 | $417M | $127K |
| Hawaii Annuity Trust Fund for Operating Engineers | Board of Trustees, Hawaii Operating Engineers | CA | 3,728 | $177M | $13K |
| United Union of Roofers - Local 8 Annuity Fund | United Union of Roofers Local 8 Annuity Fund | NY | 3,569 | $189M | $5,750 |
| Pamcah-Ua Local 675 Annuity Plan | Board of Trustees of Pamcah-Ua Local 675 Annuity Fund | HI | 3,412 | $383M | $36K |
| Pamcah-Ua Local 675 Pension Plan | Pamcah-Ua Local 675 Pension Fund | HI | 3,137 | $622M | $170K |
| Southern California Local 831 - Employer Pension Fund | Board of Trustees, Southern California Local 831 - | CA | 3,107 | $485M | $135K |
| Steelworkers Western Independent Shops Pension Plan | Board of Trustees, Steelworkers Western Independent | CA | 2,754 | $131M | $143K |
| Butcher and Provision Workers Pension Fund of Southern California | Board of Trustees, Butcher and Provision Workers | AZ | 2,703 | −$13.6M | $44K |
| New Mexico Electricians Retirement Benefit Fund | New Mexico Electricians Retirement Benefit Fund | NM | 2,603 | $239M | $25K |
| Arizona Laborers & Teamsters Annuity Plan | Board of Trustees Arizona Laborers & Teamsters Annuity Plan | AZ | 2,566 | $45.9M | $15K |
| New Mexico Pipe Trades Pension Trust Fund Plan B | New Mexico Pipe Trades | NM | 2,260 | $88.7M | $16K |
| Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund | Board of Trustees, Southern California General Sales Employers | CA | 2,173 | $84.9M | $41K |
| Sheet Metal Workers' Local Union No. 9 Pension Pla | Trustees of Sheet Metal Workers' Local No. 9 Pension Plan | CO | 2,061 | $193M | $12K |
| IBEW Local Union No. 479 Pension Trust Fund | Trustees of IBEW Local Union No 479 Pension Trust Fund | TX | 1,974 | $162M | $34K |
| Utah Laborers Annuity Plan | Board of Trustees, Utah Laborers Annuity Trust Fund | CA | 1,885 | $47.1M | $26K |
Questions and answers
How many plans does The Segal Company serve?
68 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 Segal Company?
The median plan reported $20.41 per participant in direct and indirect compensation (68 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 Actuarial (48 plans), Consulting (pension) (30 plans), Consulting (general) (14 plans) and Recordkeeping and information management (2 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.