Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Wellington Management Company, LLP
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, 40 retirement plans with 100 or more participants reported paying Wellington Management Company, LLP $5,000 or more. Those plans cover 1,208,747 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $33.5M. Per plan, the median was $36.92 per participant, with the middle half of plans between $15.15 and $79.85. 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 (10), New York (9) and Texas (3).
In 2015 it appeared on 20 such filings; in 2024, 43. 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 | $15.15 | $36.92 | $79.85 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 0.07% |
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 |
|---|---|---|---|---|---|
| JPMorgan Chase 401(k) Savings Plan | JPMorgan Chase Bank, National Association | NJ | 300,272 | $52.4B | $6.3M |
| JPMorgan Chase Retirement Plan | JPMorgan Chase Bank, National Association | NJ | 202,919 | $14.6B | $2.8M |
| IBM Personal Pension Plan | International Business Machines Corporation | NY | 144,666 | $17.6B | $971K |
| Pacific Gas and Electric Company Retirement Plan | Pacific Gas and Electric Company | CA | 58,892 | $17.5B | $1.6M |
| The Goldman Sachs 401(k) Plan | The Goldman Sachs Group, Inc. | NY | 49,526 | $12.8B | $3.3M |
| Automatic Data Processing Inc. Pension Retirement Plan | Automatic Data Processing, Inc. | NJ | 40,486 | $1.75B | $275K |
| Ernst & Young Inactive Defined Benefit Retirement Plan | Ernst & Young U.S. LLP | NJ | 38,877 | $2.16B | $293K |
| Gciu - Employer Retirement Benefit Plan | Board of Trustees Gciu-Employer Retirement Benefit Plan | WA | 37,126 | $1.76B | $438K |
| American Electric Power System Retirement Plan | American Electric Power Service Corporation | OH | 32,548 | $4.00B | $858K |
| Shell Pension Plan | Shell USA, Inc. | TX | 31,775 | $9.57B | $2.2M |
| Farmers Group, Inc. 401(k) Savings Plan | Farmers Group, Inc. | CA | 28,962 | $4.89B | $1.2M |
| Nokia SAVINGS/401(K) Plan | Nokia of America Corporation | NJ | 24,880 | $8.95B | $1.9M |
| Navy Federal Credit Union Employees' Retirement Plan | Navy Federal Credit Union | VA | 24,268 | $2.06B | $457K |
| Club Pension Plan | Automobile Club of So California | CA | 23,954 | $2.61B | $648K |
| Siemens Pension Plan | Siemens Corporation | NJ | 17,771 | $1.42B | $524K |
| Children's Hospital Corporation Pension Plan | The Children's Hospital Corporation | MA | 17,341 | $1.03B | $790K |
| Genuine Parts Company Pension Plan | Genuine Parts Company | GA | 15,587 | $1.96B | $606K |
| Pinnacle West Capital Corporation Retirement Plan | Pinnacle West Capital Corporation | AZ | 15,460 | $3.06B | $541K |
| Comerica Incorporated Retirement Income Account Plan | Comerica Incorporated | TX | 14,456 | $2.74B | $810K |
| Retirement Plan for Employees of Uja-Federation | United Jewish Appeal-Federation of Jewish Philanthropies of NY | NY | 13,750 | $577M | $140K |
| Pension Plan of L'Oreal USA, Inc. | Loreal USA, Inc. | NJ | 11,634 | $831M | $712K |
| Factory Mutual Insurance Company Pension Plan | Factory Mutual Insurance Company | RI | 8,907 | $2.98B | $1.2M |
| Harvard University Retirement Plan | President & Fellows of Harvard College Harvard Human Resources, Benefi | MA | 8,705 | $1.56B | $358K |
| Unicare Retirement Plan | Unilever United States, Inc. | NJ | 8,227 | $732M | $25K |
| Siemens Energy, Inc. Pension Plan | Siemens Energy, Inc. | FL | 7,638 | $527M | $173K |
| Revlon Employees' Retirement Plan | Revlon Consumer Products LLC | NY | 4,545 | $236M | $62K |
| Cambia Health Solutions Retirement Plan | Cambia Health Solutions, Inc. | OR | 4,463 | $362M | $401K |
| International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund | Board of Trustees of Smart Local Union No. 36 Pension Fund | MO | 2,972 | $372M | $102K |
| Kamehameha Schools Retirement Plan | Kamehameha Schools | HI | 2,697 | $292M | $649K |
| Retirement Plan of Marathon Oil Company | Marathon Oil Company | TX | 2,595 | $240M | $316K |
| University of Notre Dame Employees' Pension Plan | University of Notre Dame Du Lac | IN | 2,247 | $224M | $16K |
| Electricians Annuity Plan - IBEW Local 456 | Electricians Annuity Fund IBEW Local 456 | NJ | 2,170 | $355M | $0 |
| National Basketball Association Players' Pension Plan | Board of Trustees of Nba Players' Pension Plan | IN | 2,149 | $715M | $839K |
| The Metropolitan Museum of Art Retirement Plan for Covered Union Employees | The Metropolitan Museum of Art | NY | 1,906 | $240M | $1.2M |
| The Revlon-Uaw Pension Plan | Revlon Consumer Products LLC | NY | 1,882 | $53.4M | $14K |
| Boilermakers Local Lodge No. 5 Annuity Fund | Board of Trustees-Boilermakers Local Lodge No. 5 Annuity Fund | NY | 886 | $53.9M | $0 |
| Employees' Retirement Plan of Proskauer Rose LLP | Proskauer Rose LLP | NY | 553 | $53.8M | $104K |
| Employees' Retirement Plan of Ellis Hospital | Ellis Medicine | NY | 526 | $34.1M | $266K |
| Michael Best & Friedrich Employees' Pension Plan | Michael Best & Friedrich, LLP | WI | 337 | $62.8M | $63K |
| Nba Pension Plan for Coaches, Assistant Coaches and Trainers | National Basketball Association | NJ | 192 | $86.3M | $15K |
Questions and answers
How many plans does Wellington Management Company, LLP serve?
40 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 Wellington Management Company, LLP?
The median plan reported $36.92 per participant in direct and indirect compensation (38 plans reporting an amount), or 0.03% 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 (27 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.