Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Wellington Trust Company
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, 162 retirement plans with 100 or more participants reported paying Wellington Trust Company $5,000 or more. Those plans cover 3,620,330 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $37.5M. Per plan, the median was $25.24 per participant, with the middle half of plans between $10.72 and $44.08. 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 (18), Minnesota (14) and Iowa (13).
In 2009 it appeared on 101 such filings; in 2024, 167 (up 65%). 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 | $10.72 | $25.24 | $44.08 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.04% |
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 |
|---|---|---|---|---|---|
| Walmart 401(k) Plan | Walmart Inc. | AR | 1,970,230 | $50.7B | $1.0M |
| Central Pension Fund of the IUOE & Participating Employers | Board of Trustees of the CPF of the IUOE and Participating Employers | DC | 233,478 | $27.4B | $869K |
| Screen Actors Guild - Producers Pension Plan | Board of Trustees Screen Actors Guild - Producers | CA | 67,988 | $5.25B | $384K |
| Allstate Retirement Plan | The Allstate Corporation | TX | 64,168 | $4.04B | $22K |
| Pfizer Savings Plan | Pfizer Inc. | NY | 57,113 | $22.0B | $1.7M |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | GA | 51,142 | $7.13B | $4.8M |
| Automatic Data Processing, Inc. Retirement and Savings Plan | Automatic Data Processing, Inc. | NJ | 46,258 | $7.26B | $1.6M |
| The Prudential Merged Retirement Plan | The Prudential Insurance Company of America | NJ | 44,305 | $8.87B | $720K |
| Construction Laborers Pension Trust Fund for Southern California | Board of Trustees,construction Laborers Pension Trust for Southern Cal | CA | 42,443 | $3.67B | $646K |
| Northwell Health Pension Plan | Northwell Health, Inc. | NY | 42,096 | $2.74B | $200K |
| 3M Voluntary Investment Plan and Employee Stock Ownership Plan | 3M Company | MN | 40,574 | $10.6B | $40K |
| Operating Engineers Pension Trust | Board of Trustees, Operating Engineers Pension Trust | CA | 40,018 | $3.65B | $569K |
| American International Group, Inc. Retirement Plan | American International Group, Inc. | NY | 39,221 | $2.97B | $58K |
| Mid-America Carpenters Regional Council Pension Fund | Board of Trustees of Mid-America Carpenters Regional Council Pension F | IL | 37,623 | $6.30B | $814K |
| Twin City Hospitals - Minnesota Nurses Association Pension Plan | Pension Committee Under Twin City Hospitals - Minnesota Nurses | MN | 33,805 | $2.38B | $2.7M |
| Consolidated Edison Retirement Plan | Consolidated Edison Company of New York, Inc. | NY | 26,696 | $15.5B | $1.9M |
| Los Angeles Hotel-Restaurant Employer-Union Retirement Fund | Board of Trustees, Los Angeles Hotel-Restaurant | CA | 26,576 | $421M | $54K |
| Nokia SAVINGS/401(K) Plan | Nokia of America Corporation | NJ | 24,880 | $8.95B | $759K |
| The Cultural Institutions Pension Plan | The Cultural Institutions Retirement System | NY | 24,316 | $1.67B | $572K |
| N. Atlantic States Carp. Guaranteed Annuity Fund | Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund | MA | 23,724 | $3.70B | $153K |
| Retail Food Employers & UFCW Local 711 Pension | Board of Trustees Retail Food Employers & UFCW Local 711 Pension | UT | 23,475 | $366M | $19K |
| Abbott - Abbvie Multiple Employer Pension Plan | Abbott Laboratories | IL | 23,300 | $4.22B | $2.1M |
| Amgen Retirement and Savings Plan | Amgen Inc. | CA | 22,645 | $7.72B | $106K |
| BD Retirement Plan | Becton Dickinson and Company | NJ | 22,288 | $1.57B | $82K |
| New England Health Care Employees Pension Plan | Board of Trustees-New England Health Care Employees Pension Fund | CT | 21,117 | $1.01B | $287K |
| Danaher Corporation & Subsidiaries Pension Plan | Danaher Corporation | DC | 21,071 | $1.90B | $317K |
| Electrical Contractors Assoc. of the City of Chgo Local Union 134, IBEW Joint Pension Trust of Chgo Pension Plan #2 | Board of Trustees of Eca Chicago and Local Union 134 IBEW Pension Plan | IL | 19,809 | $2.69B | $693K |
| North Central States Regional Council of Carpenters Pension Fund | Joint Board of Trustees of North Central States Regional Council of | WI | 18,092 | $1.83B | $1.2M |
| Twin City Carpenters and Joiners Pension Fund | Board of Trustees of the Twin City Carpenters and Joiners Pension Fund | MN | 18,016 | $2.01B | $293K |
| Cargill, Inc. and Associated Companies Salaried Employees Pension Plan | Cargill, Incorporated | MN | 16,751 | $2.00B | $121K |
| United Food and Commercial Workers Unions and Employers Pension Plan | United Food and Commercial Workers Employers Pension Plan | WI | 15,576 | $481M | $71K |
| Premier Health Partners Employees Retirement Plan | Premier Health Partners | OH | 14,944 | $411M | $360K |
| Construction Industry Laborers Pension Fund | Construction Industry Laborers Pension Fund | MO | 14,224 | $1.05B | $164K |
| Carpenters Pension Trust Fund of Kansas City | Carpenters Pension Trust Fund of Kansas City | MO | 13,466 | $1.45B | $451K |
| Cargill, Inc. and Assoc. Co's Pension Plan for Production Employees | Cargill, Incorporated | MN | 13,465 | $598M | $6,472 |
| United Food and Commercial Workers Local 1546 Pension Plan | Board of Trustees of United Food & Commercial WKRS Local 1546 Pension | IL | 12,224 | $217M | $29K |
| Centerpoint Energy Retirement Plan | Centerpoint Energy, Inc. | TX | 12,081 | $1.09B | $123K |
| NCR Pension Plan | Cardtronics USA, Inc. | GA | 11,871 | $990M | $44K |
| Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees | Xcel Energy Inc. | MN | 11,750 | $1.24B | $266K |
| Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan | Board of Trustees-Htl. & Rest. Emp. LO.25&HTL Assn | MD | 11,610 | $357M | $443K |
Questions and answers
How many plans does Wellington Trust Company serve?
162 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 Trust Company?
The median plan reported $25.24 per participant in direct and indirect compensation (142 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 (89 plans), Custodial (securities) (22 plans), Custodial (other than securities) (5 plans) and Investment advisory (plan) (4 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.