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ADP BROKER-DEALER

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ADP Broker-Dealer at a glance

ADP Broker-Dealer appears on 4,257 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $191.0B in assets for 3,777,094 participants. The median client plan holds $10.6M. Most client plans are sponsored in CA, NY and TX. The largest clients by plan assets are Board of Trustees of 1199SEIU Health Care Employees Pension Fund and National Rural Electric Cooperative Association. Plans reported $129M in direct and indirect compensation paid to ADP Broker-Dealer, a median of $15K per plan.

Participants
3,777,094
Median plan assets
$10.6M
Median plan participants
279
Median fees per plan
$15K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees of 1199SEIU Health Care Employees Pension FundNY$16.9B296,800
National Rural Electric Cooperative AssociationVA$16.8B80,475
National Rural Electric Cooperative AssociationVA$11.5B75,823
ADP Totalsource Group, Inc.FL$9.2B335,802
New England Teamsters Pension FundMA$9.1B71,322
Metlife Group, Inc.NJ$7.9B13,404
Steelworkers Pension TrustPA$7.2B123,674
Danaher CorporationDC$6.5B37,514
Corning IncorporatedNY$4.1B16,330
Excavators Union Pension Fund LocaNY$3.0B11,892
Board of Trustees of the Building Service 32BJ SupplementalNY$2.6B122,833
Board of Trustees of the Equity-League Pension Trust FundNY$2.4B48,302
Carilion ClinicVA$1.4B17,990
Lonza USA Inc.NJ$1.2B7,570
Subaru of Indiana Automotive, Inc.IN$1.0B7,711
Ucb Holdings, Inc.GA$980M3,029
Lester E. Cox Medical CentersMO$964M16,589
Board of Trustees, Meba Pension Trust-Defined Benefit PlanMD$928M5,626
Board of Trustees, Southern California United FoodCA$928M26,295
Trustees of Suburban Teamsters of Northern Illinois Pension FundIL$922M10,032
PTC Inc.MA$856M4,066
University of San DiegoCA$797M5,108
PPG Industries, Inc.PA$689M5,798
Samtec, Inc.IN$667M2,642
Board of Trustees of the 1199SEIU Home Care Employees Pension FundNY$569M98,110

Top client states

  1. CA621 plans
  2. NY389 plans
  3. TX307 plans
  4. FL278 plans
  5. NJ209 plans

Frequently asked questions

Who uses ADP Broker-Dealer?
4,257 retirement plans list ADP Broker-Dealer as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of 1199SEIU Health Care Employees Pension Fund, National Rural Electric Cooperative Association, ADP Totalsource Group, Inc. and New England Teamsters Pension Fund. Most client plans are sponsored in CA, NY and TX.
How many plans does ADP Broker-Dealer serve?
ADP Broker-Dealer serves 4,257 retirement plans with $191.0B in plan assets and 3,777,094 participants, based on the latest Form 5500 filings through 2024.
What does ADP Broker-Dealer charge?
Plans reported $129M in total Schedule C compensation paid to ADP Broker-Dealer. The median plan paid $15K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served4,257+113 YoYRank #4 of mapped providers
Assets under administration$191.0B0.2%Market share · rank #77
Fees received$129MMedian $15,163/planSum across Schedule C direct + indirect
Net wins YoY+168736 won · 568 lostPlan-level switch detection

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