Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
William Blair
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, 49 retirement plans with 100 or more participants reported paying William Blair $5,000 or more. Those plans cover 1,217,366 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $20.2M. Per plan, the median was $23.56 per participant, with the middle half of plans between $11.51 and $43.02. 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 Illinois (8), California (7) and New York (5).
In 2015 it appeared on 19 such filings; in 2024, 53. 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 | $11.51 | $23.56 | $43.02 |
| Compensation as a share of plan net assets | 0.01% | 0.01% | 0.03% |
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 |
|---|---|---|---|---|---|
| Legacy Plan of the National Retirement Fund | BD of Trustees-Legacy Plan of the National Retirement Fund | NY | 184,550 | $1.83B | $141K |
| The Bank of America Pension Plan | Bank of America Corporation | RI | 168,197 | $17.6B | $1.7M |
| Apple 401(k) Plan | Apple Inc. | CA | 145,428 | $24.7B | $2.6M |
| Citi Retirement Savings Plan | Citigroup Inc. | CT | 121,279 | $23.2B | $462K |
| Nordstrom 401(k) Plan | Nordstrom, Inc. | WA | 109,402 | $4.29B | $2.7M |
| Intermountain Healthcare Pension Plan | Intermountain Health Care, Inc. | UT | 40,022 | $3.04B | $554K |
| American Express Retirement Savings Plan | American Express Company and Its Participating Subsidiaries | NY | 38,871 | $8.92B | $1.2M |
| Marsh & McLennan Companies Retirement Plan | Marsh & McLennan Companies, Inc. | NY | 35,450 | $4.06B | $204K |
| UBS 401(k) Plan Trust | UBS AG | NJ | 34,848 | $10.2B | $813K |
| Chicago & Vicinity Laborers' District Council Pension Plan | BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | IL | 30,331 | $5.23B | $481K |
| Nextera Energy, Inc. Employee Pension Plan | Nextera Energy, Inc. | FL | 29,209 | $5.11B | $1.3M |
| Ameren Retirement Plan | Ameren Corporation | MO | 23,302 | $4.38B | $448K |
| Danaher Corporation & Subsidiaries Pension Plan | Danaher Corporation | DC | 21,071 | $1.90B | $558K |
| Mason Tenders District Council Annuity Fund | Board of Trustees Mason Tenders District Council Annuity Fund | NY | 19,994 | $932M | $83K |
| Western Washington Laborers-Employers Pension Plan | Bot, Western Wa Laborers-Employers Pension Trust | WA | 19,989 | $1.47B | $578K |
| Mason Tenders' District Council Pension Fund | Board of Trustees Mason Tenders District Council Pension Fund | NY | 19,759 | $1.93B | $1.0M |
| Pinnacle West Capital Corporation Retirement Plan | Pinnacle West Capital Corporation | AZ | 15,460 | $3.06B | $278K |
| The Ohiohealth Cash Balance Retirement Plan | Ohiohealth Corporation | OH | 14,079 | $743M | $223K |
| Alight Solutions LLC 401(k) Plan (Fka Hewitt Associates LLC 401(k) Plan) | Alight Solutions LLC | IL | 12,483 | $2.45B | $360K |
| Southern California Gas Company Pension Plan | Southern California Gas Company | CA | 12,106 | $2.36B | $254K |
| Pension Plan of L'Oreal USA, Inc. | Loreal USA, Inc. | NJ | 11,634 | $831M | $60K |
| Major League Baseball Players Pension Plan | Pension Committee of MLB Players Benefit Plan | MD | 10,051 | $4.66B | $909K |
| Plumbers' Pension Fund, Local 130, U.A. | Trustees of the Plumbers Pension Fund, Local 130, U.A. | IL | 9,502 | $1.69B | $413K |
| United Parcel Service, Inc. Local 177, I.b.t Multi-Employer Retirement Plan | BD of Trustees, UPS Local 177, Ibt Multi Employer Retirement Plan | GA | 9,288 | $2.00B | $471K |
| Puget Sound Electrical Workers Pension Plan | Board of Trustees, Puget Sound Electrical Workers Pension Trust | WA | 8,704 | $1.31B | $348K |
| Boilermakers Lodge 154 Retirement Plan | Boilermakers Lodge 154 Retirement Plan | MN | 7,035 | $157M | $174K |
| San Diego County Construction Laborers' Pension Trust Fund | Board of Trustees, San Diego County Construction | CA | 6,461 | $515M | $51K |
| San Diego Gas & Electric Company Cash Balance Plan | San Diego Gas & Electric Company | CA | 6,335 | $842M | $76K |
| Legacy Ghs/tuomey Pension Plan | Prisma Health | SC | 6,181 | $421M | $123K |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin LLP | IL | 6,029 | $1.93B | $11K |
| Employees' Retirement Plan of Bose Corporation | Bose Corporation | MA | 5,343 | $866M | $98K |
| IBEW Local No 640 & Az Chapter Neca Defined Benefit Pension Plan | B of T IBEW Local 640 & Az Chapter Neca DB Pension Plan | AZ | 4,507 | $228M | $38K |
| Bronson Healthcare Retirement Plan | Bronson Healthcare Group, Inc. | MI | 4,230 | $315M | $379K |
| Pension Plan for Employees of Dartmouth-Hitchcock | Mary Hitchcock Memorial Hospital | NH | 3,857 | $609M | $73K |
| IBEW Local 1245 Money Purchase Pension Plan | Board of Trustees of IBEW 1245 Money Purchase Plan | CA | 3,852 | $40.8M | $17K |
| Northern California Electrical Workers Pension Plan | Board of Trustees, Northern California Electrical | CA | 3,322 | $696M | $280K |
| Dentons US LLP Profit Sharing Plan | Dentons US LLP | IL | 2,649 | $999M | $113K |
| Munson Retirement Plan | Munson Healthcare | MI | 2,623 | $371M | $169K |
| Sempra Cash Balance Plan | Sempra | CA | 2,170 | $238M | $20K |
| Plumbers & Pipefitters Local No. 25 Pension Fund | Plumbers & Pipefitters L25 | IL | 2,079 | $470M | $249K |
Questions and answers
How many plans does William Blair serve?
49 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 William Blair?
The median plan reported $23.56 per participant in direct and indirect compensation (48 plans reporting an amount), or 0.01% 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 (34 plans), Investment advisory (participants) (8 plans), Investment advisory (plan) (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.