Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
TIAA
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.
TIAA is named as a service provider on the Schedule C of 1,644 retirement plans with 100 or more participants for plan year 2024, covering 3,727,610 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $99.4M. Per plan, the median was $44.26 per participant, with the middle half of plans between $12.89 and $79.84. 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 (272), California (175) and Massachusetts (131).
In 2009 it appeared on 375 such filings; in 2024, 1,653 (up 341%). 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 | $12.89 | $44.26 | $79.84 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 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 |
|---|---|---|---|---|---|
| Consolidated 403(b) Program of Mass General Brigham and Member Organizations | Mass General Brigham Incorporated | MA | 136,132 | $16.7B | $11K |
| The Mount Sinai Medical Center 403(b) Retirement Plan | The Mount Sinai Medical Center | NY | 75,936 | $9.49B | $627K |
| The Retirement Savings Plan | The New York-Presbyterian Hospital | NY | 72,256 | $4.83B | $1,875 |
| The Duke University Faculty and Staff Retirement Plan | Duke University | NC | 71,641 | $11.0B | $6,744 |
| HMH 401(k) Savings Plan | Hackensack Meridian Health | NJ | 55,699 | $2.13B | $2.1M |
| Nyu Langone Health 403(b) Plan | Nyu Langone Hospitals | NY | 48,046 | $3.59B | $839K |
| University of Rochester Retirement Program | University of Rochester | NY | 47,731 | $8.00B | $1.2M |
| Johns Hopkins University 403(b) Plan | Johns Hopkins University Office of Benefits Services | MD | 40,900 | $8.79B | $958K |
| Columbia University Voluntary Retirement Savings Plan | Trustees of Columbia University | NY | 40,437 | $4.71B | $484K |
| Washington University Retirement Savings Plan | Washington University in St. Louis | MO | 40,001 | $7.48B | $1.3M |
| Stanford Health Care Retirement Savings Plan | Stanford Health Care | CA | 39,275 | $6.93B | $6,752 |
| Harvard University Tax Deferred Annuity Plan | President & Fellows of Harvard College Harvard Human Resources, Benefi | MA | 38,534 | $4.30B | $530K |
| University of Pennsylvania Basic Plan | Trustees of the University of PA | PA | 38,449 | $2.00B | $515K |
| The University of Pennsylvania Matching Plan | Trustees of the University of PA | PA | 35,700 | $6.99B | $495K |
| Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan | Wake Forest University Baptist Medical Center | NC | 35,237 | $3.64B | $250K |
| Memorial Sloan Kettering Cancer Center Retirement Savings Plan | Memorial Sloan Kettering Cancer Center | NY | 35,063 | $6.45B | $113K |
| Supplemental Retirement Annuity Plan of the University of Pennsylvania | Trustees of the University of PA | PA | 34,247 | $2.26B | $198K |
| Retirement Plan for Officers of Columbia University | Trustees of Columbia University | NY | 34,090 | $5.64B | $242K |
| The Children's Hospital of Philadelphia Retirement Savings Plan | The Children's Hospital of Philadelphia | PA | 32,162 | $2.50B | $1.2M |
| Jefferson Defined Contribution Retirement Plan | Thomas Jefferson University | PA | 31,847 | $2.79B | $1.1M |
| TIAA Retirement Plan | Teachers Insurance and Annuity Association of America | NY | 29,832 | $5.90B | $29K |
| TIAA Code Section 401(k) Plan | Teachers Insurance and Annuity Association of America | NY | 26,753 | $4.62B | $24K |
| Nationwide Children's Hospital Defined Contribution Plan | Nationwide Children's Hospital, Inc. | OH | 25,761 | $1.02B | $171K |
| Yale University Retirement Account Plan | Yale University | CT | 25,753 | $8.34B | $764K |
| Harvard University Defined Contribution Retirement Plan | President & Fellows of Harvard College Harvard Human Resources, Benefi | MA | 25,749 | $2.03B | $447K |
| The Children's Hospital of Philadelphia Funded Retirement Savings Plan | The Children's Hospital of Philadelphia | PA | 25,422 | $390M | $225K |
| Children's Hospital Medical Center Employee Savings Plan | Children's Hospital Medical Center | OH | 25,326 | $2.03B | $632K |
| Northwestern University Retirement Plan | Northwestern University | IL | 25,018 | $4.44B | $28K |
| Yale University Tax-Deferred 403(b) Savings Plan | Yale University | CT | 24,635 | $874M | $92K |
| Consolidated 403(b) Plan of Hackensack Meridian Health | Hackensack Meridian Health | NJ | 24,634 | $1.80B | $550K |
| New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration | New York University | NY | 23,634 | $5.44B | $720K |
| The Arc New York Affiliated Employers 403(b) Plan | Nysarc, Inc. | NY | 23,081 | $648M | $42K |
| Nationwide Children's Hospital Inc. 403(b) Tax Sheltered Annuity Plan | Nationwide Children's Hospital | OH | 22,556 | $841M | $138K |
| Caltech Base Retirement Plan | California Institute of Technology | CA | 22,143 | $5.25B | $197K |
| Penn State Health 401(k) Savings Plan | Penn State Health | PA | 22,033 | $2.93B | $13K |
| Research Foundation of the City University of New York Defined Contribution Retirement Plan | Research Foundation of the City University of New York | NY | 21,778 | $929M | $243K |
| Boston Medical Center 403(b) Retirement Plan | Boston Medical Center | MA | 21,595 | $1.71B | $827K |
| Baylor College of Medicine Section 403(b) | Baylor College of Medicine | TX | 21,532 | $2.18B | $75K |
| Temple University Health System, Inc. 403(b) Plan | Temple University Health System Inc. | PA | 20,513 | $1.31B | $460K |
| Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan | New York University | NY | 20,091 | $1000M | $251K |
Questions and answers
How many plans does TIAA serve?
1,644 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 TIAA?
The median plan reported $44.26 per participant in direct and indirect compensation (1,590 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 Recordkeeping and information management (843 plans), Investment management (604 plans), Investment advisory (plan) (542 plans) and Participant communication (531 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.