My Plan Facts

Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

Voya Retirement Insurance & Annuity

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.

1,670plans naming this provider
1,516,299participant records in those plans
$74.4Mcompensation reported, direct and indirect
$30.46median reported per participant1,584 plans with an amount

Voya Retirement Insurance & Annuity is named as a service provider on the Schedule C of 1,670 retirement plans with 100 or more participants for plan year 2024, covering 1,516,299 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $74.4M. Per plan, the median was $30.46 per participant, with the middle half of plans between $6.16 and $107. 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 (191), Texas (139) and New York (138).

In 2009 it appeared on 622 such filings; in 2024, 1,675 (up 169%). 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 plans25th percentileMedian75th percentile
Compensation per participant$6.16$30.46$107
Compensation as a share of plan net assets0.01%0.07%0.30%

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

2009: 6222010: 1,7262011: 1,8882012: 1,9082013: 1,0772014: 1,1062015: 1,1392016: 1,1752017: 1,2762018: 1,2762019: 1,4952020: 1,5682021: 1,6282022: 1,9232023: 1,6012024: 1,6756221,9231,67520092012201620202024
Plans with 100+ participants naming this provider
2009: $10.3M2010: $80.1M2011: $92.9M2012: $92.9M2013: $14.9M2014: $17.7M2015: $17.6M2016: $14.0M2017: $17.9M2018: $20.8M2019: $37.2M2020: $41.2M2021: $48.6M2022: $52.4M2023: $57.4M2024: $74.5M$10.3M$92.9M$74.5M20092012201620202024
Compensation reported by those plans

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

Investment advisory (participants)451
Investment advisory (plan)144
Other services123
Recordkeeping and information management65
Contract Administrator38
Investment management29

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Sodexo 401 (K) Employees' Retirement Savings Plan and TrustSodexo, Inc.MD130,486$2.45B$7.1M
Nestle 401(k) Savings PlanNestle USA, Inc. Savings Plan AdministrationOH50,509$7.46B$53K
Sentara 403(b) Savings PlanSentara HealthVA43,573$3.74B$256
Xerox Corporation Savings PlanXerox CorporationCT20,394$3.98B$908K
Cedars-Sinai Defined ContributionCedars-Sinai Medical CenterCA20,291$1.05B$718K
Cedars-Sinai 403(b) Retirement PlanCedars-Sinai Medical CenterCA20,066$2.61B$1.8M
Waste Connections, Inc. 401(k) Profit Sharing PlanWaste Connections, Inc.TX19,471$799M$875K
The Sparc Group LLC 401(k) Investment and Savings PlanSparc Group LLCNJ19,111$342M$615K
Constellation Software (U.S.A.) Inc. Retirement Savings PlanCsi USA Inc.IL18,022$1.61B$755K
The Quikrete Companies Profit Sharing and Tax Deferred PlanThe Quikrete Companies, LLCGA13,677$622M$805K
Voya 401(k) Savings PlanVoya Services CompanyGA13,599$2.75B$4,574
My 401(k) PlanGroup Plan Systems, LLCOH12,833$103M$135
The Platinum 401(k) Retirement Savings PlanPlan Fiduciary Services, Inc.FL12,711$97.4M$806K
Mercy Health Corporation Employees Retirement PlanMercy Health CorporationIL12,559$828M$6,243
Angels of Care 401(k) PlanAoc Opco, LLCTX11,118$10.0M$72K
Hellofresh 401(k) Retirement Savings PlanGrocery Delivery E-Services, Inc.NY9,451$106M$529K
KPC Global 401(k) PlanKPC Global Management, LLCCA9,181$298M$558K
Bally's 401(k) PlanBally's Management Group, LLCRI8,822$175M$593
Protos Security 401(k) PlanSecurity Services Holdings LLCCT8,723$38.7M$37K
Copart, Inc. 401(k) Retirement Savings PlanCopart, Inc.TX8,204$131M$487K
Excel Group 401(k) Savings PlanExcel Contractors, LLCLA8,192$53.6M$132K
Compassus 401(k) PlanFC Compassus, LLCTN8,167$170M$472K
Asante 403(b) PlanAsanteOR7,757$759M$185
PBFS Retirement PlanPye-Barker Fire & Safety, LLCGA7,669$177M$337K
Flanigan's 401(k) PlanFlanigans Enterprises, Inc.FL7,530$14.5M$7,767
Brightli Retirement Savings PlanBurrell-Preferred, Inc. DBA BrightliMO7,325$94.8M$170K
Torrance Health Association 403(b) PlanTorrance Health AssociationCA6,375$406M$7,993
Walden Security Federal Services Retirement PlanMetropolitan Security Services, Inc. DBA Walden SecurityTN6,214$202M$301K
Connecticut Children's Retirement Savings PlanConnecticut Children's Medical CenterCT6,135$541M$90
Central Garden & Pet Company Investment Growth PlanCentral Garden & Pet CompanyCA6,076$435M$125K
Risk Strategies Prevailing Wage Retirement ProgramPlan Compliance Services, Inc.FL6,033$22.9M$183K
Aurora Salary Deferred Savings PlanAurora Cares, LLC DBA Tara CaresNY5,802$21.4M$76K
OneDigital Open Pooled Employer PlanPlan Fiduciary Services, Inc.FL5,757$93.6M$393K
Cpc-Cdpap Pension Plan & TrustChinese-American Planning Council Home Attendant Program, Inc.NY5,693$7.1M$185
IBEW Local 716 Pension PlanBoard of Trustees of IBEW Local 716 Pension PlanTX5,589$221M$69K
Dental Care Alliance 401(k) PlanDental Care AllianceFL5,529$184M$541K
Ampex Brands Retirement Savings PlanAmpex BrandsTX5,435$7.7M$218
Impellam NA 401(k) PlanImpellam North America Support Services, Inc.GA5,201$92.2M$107K
The Children's Aid Society Voluntary Retirement PlanThe Children's Aid SocietyNY5,146$67.1M$215K
Amerit Fleet Solutions 401(k) PlanAmerit Fleet SolutionsCA5,102$36.8M$124K

Questions and answers

How many plans does Voya Retirement Insurance & Annuity serve?

1,670 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 Voya Retirement Insurance & Annuity?

The median plan reported $30.46 per participant in direct and indirect compensation (1,584 plans reporting an amount), or 0.07% 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 advisory (participants) (451 plans), Investment advisory (plan) (144 plans), Other services (123 plans) and Recordkeeping and information management (65 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.