Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
USI Consulting Group
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.
For plan year 2024, 341 retirement plans with 100 or more participants reported paying USI Consulting Group $5,000 or more. Those plans cover 607,586 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $16.4M. Per plan, the median was $53.40 per participant, with the middle half of plans between $24.08 and $116. 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 (50), Washington (33) and Connecticut (30).
In 2009 it appeared on 99 such filings; in 2024, 346 (up 249%). 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 | $24.08 | $53.40 | $116 |
| Compensation as a share of plan net assets | 0.04% | 0.09% | 0.21% |
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 |
|---|---|---|---|---|---|
| Real Estate Commission Retirement Savings Plan | Burke Capital VI, Inc. | NY | 98,776 | $7.3M | $139K |
| National Veterinary Associates, Inc. 401(k) Plan | National Veterinary Associates, Inc. | CA | 52,955 | $809M | $31K |
| Lumen 401(k) Savings Plan | Lumen Technologies, Inc. | LA | 37,308 | $7.29B | $51K |
| Rentokil Initial USA 401(k) Plan | Rentokil North America, Inc. | PA | 28,927 | $1.31B | $127K |
| Four Seasons Hotels Retirement Benefit Plan | Four Seasons Hotels Limited Pension & Profit Sharing Committee | — | 20,112 | $978M | $185K |
| Ciena Healthcare Management, Inc. 401(k) Plan | Ciena Healthcare Management, Inc. | MI | 19,510 | $126M | $132K |
| Johns Hopkins Health System Corporation Retirement Plan | Johns Hopkins Health System Corporation | MD | 16,291 | $2.26B | $6,640 |
| Parsons Corporation Retirement Savings Plan | Parsons Corporation | VA | 16,220 | $2.27B | $16K |
| Retirement Benefit Accumulation Plan for Employees of PWC | PWC US Group LLP | FL | 15,528 | $1.93B | $5,185 |
| Stanley Black & Decker Pension Plan | Black & Decker (U.S.) Inc. | MD | 12,751 | $717M | $5,500 |
| Pension Plan for Employees at Ornl | Ut-Battelle, LLC | TN | 12,721 | $2.40B | $162K |
| Willis-Knighton Medical Center Employees Retirement Plan | Willis-Knighton Medical Center | LA | 11,708 | $1.19B | $492K |
| Kaleida Health Pension Growth Plan | Kaleida Health Corporate Benefits | NY | 10,654 | $852M | $597K |
| Paradies Lagardere 401(k) Plan | The Paradies Shops, LLC | GA | 8,113 | $65.6M | $71K |
| HCR Manorcare Retirement Savings 401(k) Plan | Promedica Employment Services, LLC | OH | 8,071 | $633M | $25K |
| Northern Light Health Retirement Partnership Plan | Eastern Maine Healthcare Systems d/b/a Northern Light Health | ME | 7,256 | $299M | $162K |
| UFCW Local 23 & Giant Eagle Pension Fund | Board of Trustees UFCW Local 23 & Giant Eagle Pension Fund | PA | 7,099 | $79.8M | $97K |
| Carter-Jones Companies 401(k) Retirement Plan | Carter-Jones Companies, Inc. | OH | 6,276 | $167M | $82K |
| Sound Physicians 401(k) Plan | Sound Inpatient Physicians, Inc. | WA | 5,920 | $556M | $322K |
| National Organization of Industrial Trade Unions Individual Account Plan | National Organization of Industrial Trade Unions | NY | 5,848 | $124M | $267K |
| Day & Zimmermann Retirement Plan | The Day & Zimmermann Group, Inc. | PA | 5,462 | $487M | $5,000 |
| Hancock Whitney Corporation Pension Plan | Hancock Whitney Corporation | MS | 4,526 | $735M | $342K |
| Bashas' Employees Defined Benefit Pension Plan and Trust | Raley's Arizona LLC | CA | 4,265 | $127M | $521K |
| Local 863 Ibt Retirement Savings Plan | Board of Trustees, Ibt Local 863 | NJ | 3,673 | $94.6M | $20K |
| Ann & Robert H. Lurie Children's Hospital of Chicago Value Growth Plan | Children's Hospital of Chicago Medical Center | IL | 3,499 | $144M | $235K |
| Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc. | Stanley Black & Decker, Inc. | CT | 3,321 | $112M | $10K |
| Princess Cruises Retirement Savings Plan | Princess Cruise Lines, Ltd. | WA | 3,050 | $353M | $27K |
| The Woodbridge Group Retirement Savings Plan | The Woodbridge Group | MI | 2,852 | $111M | $43K |
| Axient 401(k) Plan | Axient, LLC | AL | 2,720 | $319M | $277K |
| Win Waste Innovations 401(k) Plan | Wheelabrator Technologies Inc. | NH | 2,686 | $189M | $103K |
| A&b Retirement Plan | Alston & Bird LLP | GA | 2,578 | $1.10B | $9,956 |
| Colsa Corporation 401(k) Profit Sharing Plan | Colsa Corporation | AL | 2,570 | $277M | $108K |
| Transcore 401(k) Retirement Plan | Transcore, LP | TN | 2,465 | $230M | $150K |
| Wiltel Communications, LLC Pension Plan | Jefferies Financial Group Inc. | NY | 2,363 | $103M | $392K |
| Mainegeneral Health Pension Plan | Mainegeneral Health | ME | 2,243 | $99.3M | $56K |
| Metallus Inc. Bargaining Unit Pension Plan | Metallus Inc. | OH | 2,177 | $387M | $506K |
| Holland America Line N.V. 401(k) Profit Sharing Plan | Holland America Line N.V. | WA | 2,079 | $210M | $19K |
| TPS Parking Management, LLC 401(k) Plan | TPS Parking Management, LLC | IL | 1,991 | $17.0M | $14K |
| Retirement Plan for Salaried Tropical Employees of Chiquita Brands, L.L.C. | Chiquita Brands, L.L.C. a Sub of Chiquita Brands Intl, Inc. | FL | 1,985 | $13.8M | $8,500 |
| U.A. Plumbers & Steamfitters Local 22 Pension Fund | U.A. Plumbers & Steamfitters Local 22 Pension Fund | NY | 1,968 | $289M | $43K |
Questions and answers
How many plans does USI Consulting Group serve?
341 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 USI Consulting Group?
The median plan reported $53.40 per participant in direct and indirect compensation (339 plans reporting an amount), or 0.09% 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 (170 plans), Participant loan processing (136 plans), Consulting (pension) (135 plans) and Valuation (appraisals, etc.) (94 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.