Providers › Actuarial
Service provider · Schedule C, plan year 2024
Willis Towers Watson
Most often reported for actuarial
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, 65 retirement plans with 100 or more participants reported paying Willis Towers Watson $5,000 or more. Those plans cover 619,171 participant records, and the service most often reported is actuarial.
Reported compensation from those plans, direct and indirect, totalled $26.8M. Per plan, the median was $81.41 per participant, with the middle half of plans between $34.31 and $207. 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 Pennsylvania (12), Tennessee (5) and Wisconsin (5).
In 2009 it appeared on 460 such filings; in 2024, 65 (down 86%). 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 | $34.31 | $81.41 | $207 |
| Compensation as a share of plan net assets | 0.02% | 0.10% | 0.23% |
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 |
|---|---|---|---|---|---|
| The Citigroup Pension Plan | Citigroup Inc. | CT | 119,922 | $9.84B | $9.0M |
| The PNC Financial Services Group, Inc. Pension Plan | The PNC Financial Services Group, Inc. | PA | 115,646 | $5.53B | $344K |
| The PNC Financial Services Group, Inc. Incentive Savings Plan | The PNC Financial Services Group, Inc. | PA | 75,644 | $10.2B | $20K |
| HSBC - North America (U.S.) Pension Plan | HSBC North America Holdings Inc. | IL | 39,143 | $2.86B | $247K |
| Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan | Baxter International Inc. | IL | 29,847 | $4.58B | $98K |
| International Paper Company Hourly Savings Plan | International Paper Company | TN | 26,606 | $1.79B | $602 |
| International Paper Company Salaried Savings Plan | International Paper Company | TN | 20,176 | $4.99B | $1,870 |
| Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies | Norfolk Southern Corporation | GA | 14,020 | $2.54B | $207K |
| Daimler Truck North America UAW Pension Plan | Daimler Truck North America | OR | 11,374 | $833M | $926K |
| Regions Financial Corporation Retirement Plan | Regions Financial Corporation | AL | 11,265 | $1.15B | $205K |
| Kimberly-Clark Corporation Pension Plan | Kimberly-Clark Corporation | WI | 9,325 | $871M | $149K |
| Federal-Mogul Pension Plan | Federal-Mogul Powertrain LLC | MI | 9,003 | $500M | $430K |
| Unicare Retirement Plan | Unilever United States, Inc. | NJ | 8,227 | $732M | $173K |
| Harley-Davidson Retirement Plan | Harley-Davidson Motor Company, Inc. | WI | 7,834 | $1.85B | $1.1M |
| PPL Retirement Plan | PPL Services Corporation | PA | 6,073 | $1.46B | $87K |
| Bridgestone Americas, Inc. Salaried Employees Retirement Plan | Bridgestone Americas, Inc. | TN | 6,050 | $1.33B | $773K |
| Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan | O-I Glass, Inc. | OH | 6,042 | $544M | $45K |
| Midamerican Energy Company Retirement Plan | Midamerican Energy Company | IA | 5,345 | $521M | $548K |
| Kennametal Inc. Retirement Income Plan | Kennametal Inc. | SC | 5,001 | $511M | $30K |
| Scripps/journal Pension Plan | The E.W. Scripps Company | OH | 4,873 | $355M | $167K |
| Modine Manufacturing Company Frozen Pension Plan | Modine Manufacturing Company | MS | 4,772 | $150M | $1.1M |
| Case Western Reserve University Employees Retirement Plan B | Case Western Reserve University | OH | 4,482 | $275M | $59K |
| Hilton Hotels Retirement Plan | Hilton Domestic Operating Co., Inc. | VA | 4,465 | $246M | $940K |
| Daimler Truck North America Pension Plan | Daimler Truck North America | OR | 4,363 | $505M | $1.1M |
| Tenth Amended & Restated Owens-Illinois Salary Retirement Plan | O-I Glass, Inc. | OH | 4,271 | $251M | $40K |
| Lg&e and Ku Pension Plan | Lg&e and Ku Energy, LLC | KY | 4,271 | $1.02B | $83K |
| Harsco Employees Pension Plan | Enviri Corporation | PA | 4,249 | $183M | $476K |
| Agilent Technologies, Inc. Retirement Plan | Agilent Technologies, Inc. | CA | 4,182 | $519M | $505K |
| Bridgestone Americas, Inc. Non-Contributory Pension Plan | Bridgestone Americas, Inc. | TN | 4,133 | $489M | $441K |
| Ahold USA, Inc. Pension Plan | Ahold USA, Inc. | MA | 3,908 | $565M | $1.2M |
| Bridgestone Americas, Inc. Hourly Employees Retirement Plan | Bridgestone Americas, Inc. | TN | 3,540 | $121M | $345K |
| Smiths Group Pension Plan | Smiths Group Services Corporation | DC | 3,455 | $236M | $934K |
| St. Clair Hospital Retirement Plan | St. Clair Hospital | PA | 3,373 | $189M | $271K |
| Syngenta Corporation Pension Plan | Syngenta Corporation | DE | 2,934 | $385M | $609K |
| Hill-Rom, Inc. Pension Plan | Hill-Rom Holdings, Inc. | IN | 2,727 | $230M | $205K |
| Regions Financial Corporation Retirement Plan for Associates | Regions Financial Corporation | AL | 2,720 | $708M | $178K |
| Leggett & Platt, Incorporated Retirement Plan | Leggett & Platt, Incorporated | MO | 2,560 | $108M | $247K |
| Froedtert South, Inc. Employees' Pension Plan | Froedtert South, Inc. | WI | 2,512 | $236M | $99K |
| Rhode Island Energy Retirement Plan | PPL Services Corporation | PA | 2,157 | $570M | $143K |
| Retirement Programs of NL Industries, Inc. | NL Industries, Inc. | TX | 2,145 | $75.7M | $106K |
Questions and answers
How many plans does Willis Towers Watson serve?
65 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 Willis Towers Watson?
The median plan reported $81.41 per participant in direct and indirect compensation (65 plans reporting an amount), or 0.10% 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 Actuarial (57 plans), Consulting (general) (5 plans), Consulting (pension) (5 plans) and Investment management (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.