Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Wedge Capital 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.
Wedge Capital Management is named as a service provider on the Schedule C of 71 retirement plans with 100 or more participants for plan year 2024, covering 622,475 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $14.5M. Per plan, the median was $31.70 per participant, with the middle half of plans between $18.06 and $59.95. 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 Maryland (16), Pennsylvania (11) and New York (10).
In 2009 it appeared on 123 such filings; in 2024, 75 (down 39%). 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 | $18.06 | $31.70 | $59.95 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.06% |
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 |
|---|---|---|---|---|---|
| Steelworkers Pension Trust | Steelworkers Pension Trust | PA | 123,674 | $7.18B | $1.5M |
| Bakery & Confectionery Union & Industry International Pension Fund | Joint Board of Trustees, Bakery & Confectionery Union & Industry | MD | 99,660 | $6.56B | $388K |
| Eastern Atlantic States Carpenters Pension Fund | Board of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 39,234 | $4.55B | $922K |
| Eastern Atlantic States Carpenters Annuity Fund | Board of Trustees Eastern Atlantic States Carpenters Annuity Fund | PA | 34,950 | $2.17B | $241K |
| UFCW Local 1262 & Employers Pension Fund | Trustees UFCW Local 1262 Pension Fund | NJ | 25,701 | $999M | $334K |
| Aep Retirement Savings 401(k) Plan | American Electric Power Service Corporation | OH | 21,396 | $5.22B | $655K |
| Wellstar Health System, Inc. Pension Plan | Wellstar Health System, Inc. | GA | 21,242 | $1.50B | $905K |
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | BD of Trustees Local 705 I.B. of T. Pension Trust Fund | IL | 15,670 | $1.88B | $488K |
| Mid-Atlantic Regional Council of Carpenters' Annuity Fund | Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity | MD | 13,746 | $126M | $12K |
| Electrical Workers Local No. 26 Pension Trust Fund | Electrical Workers Local No 26 Pension Trust Fund | MD | 13,539 | $1.03B | $472K |
| UFCW Union Local 919 & Contributing Employers' Food Pension Fund | UFCW Union Local 919 & Contributing Empl Pension | CT | 12,913 | $470M | $166K |
| Excavators Union Local 731 Pension Fund | Excavators Union Pension Fund Loca | NY | 11,892 | $3.01B | $1.2M |
| UFCW Unions and Participating Employers Pension Plan | Board of Trustees the UFCW Unions and Participating Employers Pension | MD | 11,636 | $94.1M | $56K |
| Mid-Atlantic Regional Council of Carpenters' Pension Plan | Board of Trustees - Marc Pension Plan | MD | 9,688 | $572M | $62K |
| Local No. 731, I.B. of T., Pension Fund | Local No. 731, I.B. of T., Pension Fund | IL | 8,408 | $1.10B | $404K |
| Heating, Piping and Refrigeration Pension FD Pension Fund | BD of Tees Heating, Piping & Refrigeration Pension Fund | MD | 8,132 | $1.36B | $533K |
| International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware | International Union of Operting Eng. Pen Fund of E.pennsylvania and de | PA | 7,393 | $1.06B | $218K |
| Local 68 Engineers Union Annuity Plan | Local 68 Engineers Union Annuity Fund Board of Trustees | NJ | 7,033 | $971M | $177K |
| Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan | Trustees Electrical Workers Local NO.292 Defined Contribution and 401(k) | MN | 6,319 | $1.19B | $142K |
| Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan | Trustees of Construction Workers - Lake County Pension | IN | 6,258 | $590M | $61K |
| Laborers Local Union No. 158 Pension Plan | Laborers Local Union No. 158 Pension Fund | PA | 5,499 | $246M | $149K |
| Local 68 Engineers Union Pension Plan | Local 68 Engineers Union Pension Fund Board of Trustees | NJ | 5,417 | $462M | $45K |
| Electrical Workers Local No. 292 Pension Plan | Trustees Electrical Workers Local NO.292 Pension Plan | MN | 5,243 | $447M | $166K |
| Carolina Electrical Workers Retirement Fund | Board of Trustees of Carolina Electrical Workers Retirement Fund | FL | 5,190 | $154M | $98K |
| Reading Health System Pension Plan | Reading Health System | PA | 4,338 | $432M | $103K |
| Laborers Local 57 Industrial Pension Plan | Trustees of Laborers Local 57 Industrial Pension | PA | 4,325 | $338M | $182K |
| Truck Drivers & Helpers Local Union No. 355 Retirement Plan | Joint Board of Trustees of the Drivers and Helpers Local No. 355 | MD | 4,318 | $732M | $260K |
| Bronson Healthcare Retirement Plan | Bronson Healthcare Group, Inc. | MI | 4,230 | $315M | $75K |
| Hollow Metal Pension Fund | Hollow Metal Pension Fund | NY | 4,204 | $76.8M | $30K |
| Atmos Energy Corporation Pension Account Plan | Atmos Energy Corporation | TX | 4,129 | $580M | $341K |
| Usw District 10, Local 286, Pension Plan | Board of Trustees Usw District 10,LOCAL 286, | PA | 4,012 | $72.2M | $28K |
| Plumbers and Steamfitters Local 486 Pension Fund | Plumbers and Steamfitters 486 Pension Fund Board of Trustees | MD | 3,602 | $382M | $225K |
| Operating Engineers Local No 37 Severance & Annuity Fund | BRD of Trustees Oe 37 S&a Fund | MD | 3,496 | $83.0M | $32K |
| Tile Industry Retirement Savings Trust Fund | Board of Trustees, Tile Industry Retirement Savings | CA | 3,438 | $130M | $125K |
| Steamship Trade Association of Baltimore, Incorporated - International Longshoremen's Association Pension Plan | Board of Trustees of the Steamship Trade Association of Baltimore, | MD | 3,178 | $1.14B | $822K |
| Local No. 8 IBEW Retirement Plan & Trust | Board of Trustees Local No. 8 IBEW Retirement Plan & Trust | OH | 3,162 | $650M | $233K |
| Michigan Bac Pension Fund | Michigan Bac Pension Fund | MI | 3,161 | $194M | $110K |
| Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity | Board of Trustees, Operating Engineers Pension Trust Fund of Washingto | MD | 2,896 | $203M | $143K |
| Teamsters Employers Local 945 Pension Fund | Board of Trustees Teamsters Local 945 Pension Fund | NJ | 2,668 | $99.9M | $49K |
| Munson Retirement Plan | Munson Healthcare | MI | 2,623 | $371M | $168K |
Questions and answers
How many plans does Wedge Capital Management serve?
71 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 Wedge Capital Management?
The median plan reported $31.70 per participant in direct and indirect compensation (71 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 (53 plans), Investment advisory (plan) (3 plans), Insurance agents and brokers (1 plans) and Trustee (bank, trust company, or similar financial institution) (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.