Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Westfield 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.
For plan year 2024, 32 retirement plans with 100 or more participants reported paying Westfield Capital Management $5,000 or more. Those plans cover 604,885 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $9.1M. Per plan, the median was $18.67 per participant, with the middle half of plans between $10.54 and $33.18. 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 (4), New Jersey (4) and Virginia (3).
In 2009 it appeared on 45 such filings; in 2024, 33. 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 | $10.54 | $18.67 | $33.18 |
| 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 |
|---|---|---|---|---|---|
| Sheet Metal Workers' National Pension Fund | BD of Trustees Sheet Metal Workers' National Pension Fund | VA | 152,375 | $8.26B | $750K |
| Truist Financial Corporation Pension Plan | Truist Financial Corporation | NC | 92,130 | $14.7B | $1.1M |
| Morgan Stanley 401(k) Plan | Morgan Stanley Domestic Holdings, LLC | NY | 80,789 | $22.0B | $1.7M |
| UFCW Union & Partcipating Food Industry Employers Tri-State Pension Fund | UFCW Union & Participating Food Industry Employers Tri-State Pension F | PA | 29,592 | $869M | $176K |
| I. a. T. S. E. National Pension Fund | Board of Trustees I.A.T.S.E. National Pension Fund | NY | 25,884 | $658M | $115K |
| Central Pennsylvania Teamsters Defined Benefit Plan | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 25,602 | $1.49B | $604K |
| Ameren Retirement Plan | Ameren Corporation | MO | 23,302 | $4.38B | $447K |
| Wellstar Health System, Inc. Pension Plan | Wellstar Health System, Inc. | GA | 21,242 | $1.50B | $736K |
| Wellstar Health System, Inc. Active Employees Retirement Plan B | Wellstar Health System, Inc. | GA | 18,563 | $620M | $138K |
| Genuine Parts Company Pension Plan | Genuine Parts Company | GA | 15,587 | $1.96B | $281K |
| The Albany Medical Center Retirement Plan | Albany Med Health System | NY | 13,571 | $290M | $20K |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | NJ | 11,674 | $1.19B | $311K |
| UFCW Unions and Participating Employers Pension Plan | Board of Trustees the UFCW Unions and Participating Employers Pension | MD | 11,636 | $94.1M | $34K |
| Electrical Workers Pension Plan Local 103 I.B.E.W. | Joint Board of Trustees Electrical Workers Local 103 IBEW | MA | 10,385 | $2.04B | $544K |
| United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan | Board of Trustees, United Food & Commercial Workers Union Local 152 | NJ | 9,885 | $486M | $106K |
| Pipe Trades Services MN Pension Fund | Trustees of the Pipe Trades Services MN Pension Trust | MN | 9,553 | $1.57B | $157K |
| Central Pennsylvania Teamsters Retirement Income Plan 1987 | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 8,238 | $795M | $328K |
| Operating Engineers Local 101 Pension Fund | Board of Trustees of Operating Engineers Local 101 Pension Fund | MO | 7,502 | $968M | $249K |
| Sheet Metal Workers Local Union No. 28 Pension Fund | Board of Trustees of SMW Lu No. 28 Pension Fund | NY | 5,570 | $364M | $131K |
| Hrsa-Ila Pension Plan | Board of Trustees of the Hrsa-Ila Pension Plan | VA | 4,245 | $595M | $372K |
| Lear Combined Pension Plan | Lear Corporation | MI | 3,426 | $118M | $34K |
| Care New England Pension Plan | Care New England | RI | 3,375 | $136M | $20K |
| Southern California Local 831 - Employer Pension Fund | Board of Trustees, Southern California Local 831 - | CA | 3,107 | $485M | $267K |
| Smart Local Unions and Councils Pension Fund | Board of Trustees of the Smart Local Unions and Councils Pension Fund | VA | 3,053 | $397M | $35K |
| Lear Corporation Pension Plan | Lear Corporation | MI | 2,982 | $189M | $54K |
| Teamsters Employers Local 945 Pension Fund | Board of Trustees Teamsters Local 945 Pension Fund | NJ | 2,668 | $99.9M | $89K |
| Standex International Corporation Pension Plans | Standex International Corporation | NH | 2,527 | $150M | $53K |
| Heat & Frost Insulators and Allied Workers Local 6 Pension Fund | BD of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Pen | MA | 1,514 | $163M | $20K |
| The Memorial Hospital Defined Benefit Pension Plan and Trust | Care New England | RI | 1,512 | $84.1M | $19K |
| Teamsters Local 469 Pension Plan | Trustees of Teamsters Local No. 469 Pension Fund | NJ | 1,401 | $163M | $90K |
| Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America | Chamber of Commerce of the United States of America | DC | 1,109 | $133M | $30K |
| Ironworkers Local #16 Pension Plan | Board of Trustees, Ironworkers Local #16 Pension Plan | WA | 886 | $122M | $43K |
Questions and answers
How many plans does Westfield Capital Management serve?
32 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 Westfield Capital Management?
The median plan reported $18.67 per participant in direct and indirect compensation (32 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 (28 plans) and Trustee (bank, trust company, or similar financial institution) (2 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.