Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Wilmington Trust National Assoc
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, 104 retirement plans with 100 or more participants reported paying Wilmington Trust National Assoc $5,000 or more. Those plans cover 365,129 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $4.1M. Per plan, the median was $51.21 per participant, with the middle half of plans between $20.10 and $110. 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 (42), Pennsylvania (21) and Maryland (8).
In 2012 it appeared on 10 such filings; in 2024, 108. 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 | $20.10 | $51.21 | $110 |
| Compensation as a share of plan net assets | 0.04% | 0.10% | 0.21% |
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 |
|---|---|---|---|---|---|
| Pacific Coast Benefits Trust Fund | Board of Trustees, Pacific Coast Benefits Trust Fund | WA | 176,003 | $838M | $167K |
| Southern District Ubc Defined Contribution Fund | Board of Trustees of the Southern District Ubc Defined Contribution F | TN | 51,643 | $1.24B | $18K |
| District No. 9 International Association of Machin Aerospace Workers Pension Plan | Joint Board of Trustees of District 9 I.A.M & A.W. Pension Trust | MO | 13,905 | $749M | $72K |
| Cava Group, Inc. 401(k) Plan | Cava Holding Company, a Delaware Corporation | DC | 10,750 | $18.0M | $37K |
| Ollie's Bargain Outlet, Inc. 401(k) Retirement Plan | Ollie's Bargain Outlet, Inc. | PA | 7,660 | $36.9M | $58K |
| Unite Here! Workers and Hospitality Employers VDB Pension Trust | Board of Trustee Unite Here! Workers | MA | 7,443 | $169M | $138K |
| Building Trades Annuity Benefit Fund | The Building Industry Electrical Contractors Association, Inc. | NY | 7,092 | $116M | $1,214 |
| Union Mutual Fund Pension Plan | Board of Trustees of Union Mutual Fund Pension Plan | NY | 5,177 | $64.3M | $18K |
| Live Casino 401(k) Plan | Ppe Casino Resorts Maryland LLC | MD | 4,886 | $80.6M | $28K |
| University of Maryland Medical System Corporation Pension Plan | University of Maryland Medical System Corporation | MD | 4,571 | $157M | $106K |
| Joint Pension Fund Local Union IBEW | Joint Pension Fund Local Union 164 IBEW | NJ | 4,105 | $599M | $39K |
| Warehouse Employees Local No. 570 Pension Fund | Warehouse Employees Local No. 570 | MD | 2,942 | $255M | $64K |
| Atro Companies Profit SHARING/401(K) Plan | Astronics Corporation | NY | 2,903 | $325M | $18K |
| Bricklayers Supplemental Annuity Fund | Board of Trustees Bricklayers Supplemental Annuity Fund | NY | 2,734 | $94.3M | $22K |
| Metal Lathers Local 46 Pension Fund | Board of Trustees of Metal Lathers Local 46 Pension Fund | NY | 2,504 | $545M | $109K |
| Iron Workers District Council of Western New York and Vicinity Pension Plan | Board of Trustees of Iwdc of Wny and Vicinity Pension Plan | NY | 2,357 | $172M | $16K |
| Moog Inc. Employees' Retirement Plan | Moog Inc. | NY | 2,274 | $477M | $96K |
| Electrician's Retirement Fund | The Building Industry Electrical Contractors Association, Inc. | NY | 2,208 | $236M | $1,633 |
| Retirement Plan for Hourly Paid Employees of Gaf Materials LLC | Gaf Materials LLC | NJ | 2,185 | $84.2M | $45K |
| Ampco-Pittsburgh Corporation Retirement Plan | Ampco-Pittsburgh Corporation | PA | 2,015 | $161M | $51K |
| U.A. Plumbers & Steamfitters Local 22 Pension Fund | U.A. Plumbers & Steamfitters Local 22 Pension Fund | NY | 1,968 | $289M | $117K |
| Beebe Medical Center Pension Plan | Beebe Healthcare | DE | 1,797 | $130M | $62K |
| International Union of Operating Engineers Local 14-14B Pension FD | Board of Trustees I.U.O.E. Local 14-14B Pension Fund | NY | 1,784 | $351M | $33K |
| Iron Workers District Council of Western New York and Vicinity Annuity Fund | Board of Trustees of Iwdc of Wny and Vicinity Annuity Fund | NY | 1,765 | $54.2M | $12K |
| IBEW Local No. 86 Pension Fund | IBEW Local No. 86 Pension Fund Board of Trustees | NY | 1,748 | $285M | $14K |
| Northstar Group Services, Inc. 401(k) Retirement Plan | Northstar Group Services, Inc. | NY | 1,711 | $88.1M | $118K |
| Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan | Trefz Corporation | CT | 1,620 | $22.4M | $14K |
| New Country Motor Car Salary Deferral 401(k) Plan | New Country Motor Car Group, Inc. | NY | 1,519 | $83.9M | $65K |
| Local No. 41 IBEW Pension Plan | Trustees of Local No. 41 Pension Plan | NY | 1,409 | $284M | $70K |
| Anderson Center for Autism Retirement Plan | Anderson Center for Autism | NY | 1,253 | $58.9M | $19K |
| Carroll Independent Fuel 401(k) Retirement Plan | Carroll Independent Fuel, LLC | MD | 1,212 | $45.4M | $81K |
| Raf Industries, Inc. Savings Plan | Raf Industries, Inc. | PA | 1,195 | $58.9M | $59K |
| University of Maryland Medical Center Midtown Campus 401(k) Profit Sharing Plan for Union Employees | University of Maryland Medical System | MD | 1,161 | $7.7M | $10K |
| Central New York Laborers' Pension Fund | Central New York Laborers' Pension Fund Board of Trustees | NY | 1,119 | $69.3M | $17K |
| Teamsters Bakery Drivers and Industry Pension Fund | Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund | NY | 1,035 | $72.5M | $34K |
| Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan | Syracuse Orthopedic Specialists, PC | NY | 1,014 | $107M | $40K |
| Briad Affiliated Companies 401(k) Plan | Briad Wenco, LLC | NJ | 987 | $11.4M | $25K |
| Public Health Solutions Retirement Plan | Public Health Solutions | NY | 948 | $45.1M | $26K |
| Nixon Uniform Service, Inc. Retirement Savings Plan | Nixon Uniform Service, Inc. | DE | 871 | $30.6M | $20K |
| Bricklayers & Allied Craftworkers Local 3 NY Rochester Chapter Pension Fund | Joint Board of Trusts-Bricklayers & Allied Craftworkers LO3 NY Roch Pe | NY | 849 | $73.5M | $37K |
Questions and answers
How many plans does Wilmington Trust National Assoc serve?
104 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 Wilmington Trust National Assoc?
The median plan reported $51.21 per participant in direct and indirect compensation (104 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 Investment advisory (plan) (47 plans), Custodial (securities) (20 plans), Trustee (bank, trust company, or similar financial institution) (20 plans) and Investment management (12 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.