Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Zenith American Solutions
Most often reported for recordkeeping and administration
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, 149 retirement plans with 100 or more participants reported paying Zenith American Solutions $5,000 or more. Those plans cover 1,259,048 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $41.8M. Per plan, the median was $56.21 per participant, with the middle half of plans between $27.70 and $84.51. 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 (20), Connecticut (14) and New York (13).
In 2009 it appeared on 63 such filings; in 2024, 155 (up 146%). 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 | $27.70 | $56.21 | $84.51 |
| Compensation as a share of plan net assets | 0.04% | 0.08% | 0.17% |
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 |
|---|---|---|---|---|---|
| United Food & Commercial Workers Intl Union - Industry Pension Fund | Trustees of UFCW Int'l Union - Industry Pension Fund | IL | 204,155 | $8.12B | $8.1M |
| Teamsters-National 401(k) Savings Plan | Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust | PA | 164,679 | $1.48B | $593K |
| Sound Retirement Trust | Board of Trustees, Sound Retirement Trust | WA | 107,493 | $2.56B | $1.9M |
| Sound Variable Annuity Pension Trust | Board of Trustees, Sound Variable Annuity | WA | 102,120 | $140M | $1.8M |
| Rocky Mountain UFCW Unions and Employers Retail and Meat Pension Plan | Trustees of the Rocky Mountain UFCW Pension Plan C/o Zenith American S | CO | 68,000 | $1.29B | $965K |
| Oregon Retail Employees Pension Plan | Board of Trustees, Oregon Retail Employees Pension | OR | 56,361 | $1.06B | $1.3M |
| UFCW International Union-Industry Variable Annuity Pension Plan | Trustees of the UFCW International Union - Industry Variable Annuity P | IL | 51,639 | $300M | $2.0M |
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $4.5M |
| Pension Trust Fund for Operating Engineers Annuity Plan | Board of Trustees, Operating Engineers Annuity Plan | CA | 28,943 | $548M | $199K |
| Minnesota Laborers Pension Fund | Board of Trustees of Minnesota Laborers Pension Fund | MN | 21,655 | $3.19B | $819K |
| Western Washington Laborers-Employers Pension Plan | Bot, Western Wa Laborers-Employers Pension Trust | WA | 19,989 | $1.47B | $557K |
| United Food and Commercial Workers Unions and Employers Pension Plan | United Food and Commercial Workers Employers Pension Plan | WI | 15,576 | $481M | $532K |
| Intermountain Retail Store Employees Pension Plan | Intermountain Retail Store Employees Pension Plan Board of Trustees | WA | 12,226 | $223M | $370K |
| Iue-Cwa Pension Plan | Trustees of Iue- Cwa AFL-CIO Pension Fund | NY | 11,832 | $472M | $809K |
| New England Electrical Workers Money Purchase Plan and Trust | New England Electrical Workers Money Purchase Plan and Trust | CT | 11,013 | $868M | $90K |
| Wa State Plumbing and Pipefitting Industry Pension Plan | Bot, Wa State Plumbing and Pipefitting Industry Pension Plan | WA | 10,360 | $1.26B | $832K |
| Machinists' Money Purchase Pension Fund | Machinists' Money Purchase Pension Fund | NJ | 8,246 | $68.3M | $284K |
| Steamfitters Local Union No. 420 SRP | BD of Tees of Steamfitters Lu No 420 SRP | PA | 8,006 | $727M | $148K |
| Texas Iron Workers' Defined Contribution Retirement Plan | Trustees of Texas Iron Workers' Defined Contribution Retirement Plan | TX | 7,882 | $70.9M | $27K |
| Operating Engineers Local 101 Pension Fund | Board of Trustees of Operating Engineers Local 101 Pension Fund | MO | 7,502 | $968M | $548K |
| Cement Masons Southern California Pension Trust | Board of Trustees, Cement Masons Southern California | CA | 6,736 | $279M | $714K |
| Inland Empire Ibew-Neca Defined Contribution Plan | Board of Trustees, Inland Empire Ibew-Neca Defined | PA | 6,637 | $254M | $256K |
| Western Washington U.A. Supplemental Pension Plan | Board of Trustees of the Western Wa U.A. Supplemental Pension Plan | WA | 6,517 | $661M | $396K |
| UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan | Board of Trustees, United Association Union Local No. | OR | 6,486 | $1.26B | $546K |
| Chicago Painters and Decorators Pension Fund | Board of Trustees of Chicago Painters and Decorators Pension FD | IL | 6,443 | $1.20B | $203K |
| Alaska United Food and Commercial Workers Pension Trust | Board of Trustees, Alaska United Food and Commercial | OR | 6,404 | $198M | $382K |
| IBEW Local No 640 & Az Chapter Neca Defined Contribution Plan | B of T IBEW Local No 640 & Az Chapter Neca Defined Contribution Plan | AZ | 6,401 | $137M | $120K |
| Cement Masons Southern California Individual Retirement Account Defined Contribution Trust | Board of Trustees, Cement Masons Southern California | CA | 6,385 | $223M | $202K |
| Nevada Resort Association IATSE Local 720 Retirement Plan | Nevada Resort Association IATSE Local 720 Retirement Plan, Board of TR | NV | 6,130 | $241M | $210K |
| Steamfitters Local 602 Retirement Savings Plan Savings Plan | Board of Trustees - Steamfitters Local 602 Retirement Savings Plan | MD | 6,127 | $522M | $19K |
| UFCW Int'l Union-Albertsons Variable Annuity Pension Fund | Trustees of UFCW Int'l Union-Albertsons Variable Annuity Pension | IL | 5,995 | $60.7M | $264K |
| Anheuser-Busch Defined Benefit Plan | Anheuser-Busch Companies, LLC | MO | 5,582 | $508M | $13K |
| Steamfitters Local Union No. 420 Pension Plan | Board of Trustees of Steamfitters Lu 420 Pension Plan | PA | 5,303 | $643M | $240K |
| International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan | Board of Trustees I.U.O.E. Local 478 Pension Plan | CT | 5,230 | $751M | $61K |
| Pavers & Road Builders DC Annuity Fund | Pavers & Road Builders DC Annuity Fund | NY | 5,092 | $332M | $205K |
| Pension Fund United Scenic Artists Local 829 | Board of Trustees of Pension Fund | NJ | 4,874 | $533M | $152K |
| Plumbers and Steamfitters Local 486 Severance and ANNUITY/401(K) Plan | Plumbers and Steamfitters Local 486 Severance and ANNUITY/401(K) Plan | MD | 4,583 | $392M | $67K |
| AFL-CIO Staff Retirement Plan | AFL-CIO Staff Retirement Plan Congress of Industrial Organizations | DC | 4,555 | $775M | $337K |
| 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 | $181K |
| Oklahoma Iron Workers Direct Contribution Plan and Trust | Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust | TX | 4,489 | $44.3M | $17K |
Questions and answers
How many plans does Zenith American Solutions serve?
149 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 Zenith American Solutions?
The median plan reported $56.21 per participant in direct and indirect compensation (147 plans reporting an amount), or 0.08% 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 Contract Administrator (105 plans), Plan Administrator (34 plans), Recordkeeping and information management (27 plans) and Copying and duplicating (17 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.