Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Walter Scott & Partners Limited
Most often reported for investment advisory and management
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, 26 retirement plans with 100 or more participants reported paying Walter Scott & Partners Limited $5,000 or more. Those plans cover 1,069,246 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $11.1M. Per plan, the median was $17.37 per participant, with the middle half of plans between $11.28 and $38.07. 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 (6), Massachusetts (5) and California (3).
In 2009 it appeared on 8 such filings; in 2024, 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 | $11.28 | $17.37 | $38.07 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.03% |
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 |
|---|---|---|---|---|---|
| UFCW Consolidated Pension Fund | BD of Trustees UFCW Consolidated Pension Fund | GA | 347,574 | $5.53B | $1.7M |
| United Food & Commercial Workers Intl Union - Industry Pension Fund | Trustees of UFCW Int'l Union - Industry Pension Fund | IL | 204,155 | $8.12B | $1.2M |
| Bakery & Confectionery Union & Industry International Pension Fund | Joint Board of Trustees, Bakery & Confectionery Union & Industry | MD | 99,660 | $6.56B | $250K |
| Screen Actors Guild - Producers Pension Plan | Board of Trustees Screen Actors Guild - Producers | CA | 67,988 | $5.25B | $1.1M |
| Liuna National (Industrial) Pension Fund | Board of Trustees of the Liuna National (Industrial) Pension Fund | DC | 62,697 | $1.51B | $424K |
| New York State Nurses Association Pension Plan | Board of Trustees-New York State Nurses Association Pension Plan | NY | 46,491 | $5.84B | $1.5M |
| Cummins Pension Plan | Cummins Inc. | IN | 44,593 | $3.20B | $685K |
| Intermountain Healthcare Pension Plan | Intermountain Health Care, Inc. | UT | 40,022 | $3.04B | $812K |
| Glaxosmithkline Cash Balance Pension Plan | Glaxosmithkline LLC | PA | 35,701 | $2.90B | $428K |
| Massachusetts Laborers' Annuity Fund | Bd. of Trustees of Mass. Laborers Annuity Fund | MA | 31,668 | $2.26B | $591K |
| Massachusetts Laborers' Pension Fund | Board of Trustees of Massachusetts Laborers' Pension Fund | MA | 22,433 | $2.50B | $300K |
| Umass Memorial Health Care Pension Plan | Umass Memorial Health Care, Inc. | MA | 14,897 | $1.29B | $86K |
| Liuna Staff and Affiliates Pension Fund | Board of Trustees of Liuna Staff and Affiliates Pension Fund | DC | 11,372 | $1.92B | $451K |
| Painters and Allied Trades District Council NO.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | MA | 6,176 | $525M | $68K |
| Resolute FP US Pension Plan | Resolute FP US Inc. | — | 5,106 | $640M | $445K |
| Painters and Allied Trades District Council No. 35 Pension Fund | BD of Trustees PDC Pension Fund | MA | 4,737 | $805M | $106K |
| I.A.T.S.E. Local 16 Pension Plan | I.A.T.S.E. Local 16 Pension Plan Trustees | CA | 3,877 | $283M | $62K |
| Airconditioning and Refrigeration Industry Retirement Trust Fund | Board of Trustees, Airconditioning and Refrigeration | CA | 3,639 | $338M | $166K |
| Parkview Health System, Inc. Employees Pension Plan | Parkview Health System, Inc. | IN | 3,399 | $386M | $135K |
| Sdc-League Pension Fund | Board of Trustees SDC - League Pension Fund | NY | 2,437 | $50.6M | $37K |
| Uiu-Newspaper Guild of Greater Philadelphia Pension Fund | Uiu-Newspaper Guild of Greater Philadelphia Pension Fund | NJ | 2,400 | $334M | $46K |
| Rochester Laborers Pension Fund | Rochester Laborers Pension Fund | NY | 1,846 | $208M | $42K |
| IBEW Local No. 86 Pension Fund | IBEW Local No. 86 Pension Fund Board of Trustees | NY | 1,748 | $285M | $90K |
| Rochester Laborers Annuity Fund | Board of Trustees Rochester Laborers Annuity Fund | NY | 1,742 | $73.8M | $6,355 |
| Asbestos Workers Philadelphia Pension Fund | Asbestos Workers Philadelphia Pension Fund | PA | 1,471 | $221M | $155K |
| U.A. Local 13 Pension Fund | United Associated Pension Fund Local 13 | NY | 1,417 | $373M | $173K |
Questions and answers
How many plans does Walter Scott & Partners Limited serve?
26 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 Walter Scott & Partners Limited?
The median plan reported $17.37 per participant in direct and indirect compensation (26 plans reporting an amount), or 0.02% 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 management (24 plans), Legal (1 plans) and Custodial (securities) (1 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.