Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BDO USA, P.C.
EIN 13-5381590accountingLatest filing 2025
Plans
3
Retirement
2
$3.01B assets
Welfare
1
$8.2M premiums
Participants
30,023
330 NORTH WABASH, SUITE 3200 - CHICAGO, IL 60611616-575-8723bdo.comLinkedIn10001+ employeesaccounting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.01B assets / 23,351 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
65%top
- T ROWE PRICE RPS INC65%
- (Not disclosed)35%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.2M premiums / 8,371 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.8M
- Life$6.1M
- Short-term disability$6.1M
- Long-term disability$6.1M
- Vision$1.2M
- Dental$213K
Carrier market share
Premium dollars by Schedule A carrier
76%top
- HARTFORD LIFE AND ACCIDENT76%
- VISION SERVICE PLAN15%
- ARAG INSURANCE COMPANY4%
- AMERITAS LIFE INSURANCE CORP.3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BDO USA RETIREMENT PLAN
401k
Assets$1.94B
Participants15,045
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BDO USA EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.06B
Participants8,306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
BDO HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$8.2M
Covered lives8,371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BDO USA RETIREMENT PLAN | 401k | $1.94B | 15,045 | 2024 | |
| 004 | BDO USA EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.06B | 8,306 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | BDO HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $8.2M | 8,371 | 2025 |
Retirement plans
Welfare plans