Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
WCM Investment Management
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.
WCM Investment Management is named as a service provider on the Schedule C of 26 retirement plans with 100 or more participants for plan year 2024, covering 415,458 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $8.0M. Per plan, the median was $48.01 per participant, with the middle half of plans between $15.29 and $61.73. 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 Jersey (5), New York (4) and California (3).
In 2009 it appeared on 10 such filings; in 2024, 26. 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 | $15.29 | $48.01 | $61.73 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.05% |
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 |
|---|---|---|---|---|---|
| H-E-B Savings & Retirement Plan | H.e.butt Grocery Company | TX | 122,477 | $4.33B | $183K |
| Citi Retirement Savings Plan | Citigroup Inc. | CT | 121,279 | $23.2B | $780K |
| New York State Nurses Association Pension Plan | Board of Trustees-New York State Nurses Association Pension Plan | NY | 46,491 | $5.84B | $1.4M |
| New York District Council of Carpenters Pension PL | Board of Trustees of Nycdcc Pension Fund | NY | 30,149 | $5.21B | $1.2M |
| Local 338 Retirement Fund | Trustees Local 338 Retirement Fund | NY | 17,068 | $604M | $418K |
| Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund | Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund | NJ | 14,241 | $1.75B | $533K |
| Heating, Piping and Refrigeration Pension FD Pension Fund | BD of Tees Heating, Piping & Refrigeration Pension Fund | MD | 8,132 | $1.36B | $618K |
| Annuity FD of the IUOE Local Union 94, 94A, 94B AFL-CIO | BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIO | NY | 7,900 | $1.82B | $382K |
| John Muir Health Retirement Plan | John Muir Health | CA | 7,089 | $630M | $123K |
| Hess Corporation Employees' Pension Plan | Hess Corporation | TX | 6,598 | $1.85B | $602K |
| Michigan Electrical Employees' Pension Plan | Trustees of Michigan Electrical Employees' Pension Fund | MI | 5,375 | $543M | $369K |
| Iron Workers Pension Plan | Iron Workers District Council Phila Vicinity Retirement and Pension | NJ | 4,756 | $439M | $277K |
| Spectrum Health Pension Plan | Corewell Health | MI | 3,593 | $214M | $32K |
| Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust | Bot - Oregon Sheet Metal Workers Master Retirement Trust | OR | 3,426 | $527M | $212K |
| Marin General Hospital Retirement Plan | Marinhealth Medical Center | CA | 2,671 | $164M | $29K |
| Roofers Local 149 Pension Fund | Roofers Local 149 Pension Fund | MI | 2,553 | $334M | $141K |
| American Commercial Barge Line LLC Pension Plan | American Commercial Barge Line LLC | IN | 2,250 | $171M | $139K |
| UA Plumbers Local 24 Pension Fund | Plumbers Pension Fund Local 24 Board of Trustees | NJ | 1,701 | $208M | $97K |
| IBEW Local 269 Pension Plan | IBEW Local 269 Pension Fund | NJ | 1,589 | $220M | $100K |
| IBEW Local Nos 570 & 518 and Southern Az Chapt Neca Pension Plan | B of T IBEW Local Nos 570 & 518 and Southern Az Chap Neca Pension Plan | AZ | 1,529 | $119M | $76K |
| Stoel Rives Retirement Plan | Stoel Rives LLP | OR | 1,325 | $560M | $220K |
| Thompson Machinery Commerce Corp. Profit Sharing Plan | Thompson Machinery Commerce Corp. | TN | 1,138 | $57.7M | $12K |
| Local Union 1158 I.B.E.W. Pension Fund - PA | Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-Pa | NJ | 1,071 | $33.8M | $16K |
| Retirement Plan for the Employees of Museum Associates | Museum Associates, d/b/a Los Angeles County Museum of Art | CA | 568 | $56.5M | $27K |
| Citi Retirement Savings Plan for Puerto Rico | Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup Inc. | CT | 362 | $50.1M | $1,708 |
| Jersey Shore State Bank Retirement Plan | Jersey Shore State Bank | PA | 127 | $25.5M | $0 |
Questions and answers
How many plans does WCM Investment Management 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 WCM Investment Management?
The median plan reported $48.01 per participant in direct and indirect compensation (25 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 Investment management (23 plans) and Investment advisory (plan) (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.