Filings through .
Allworth Financial
Matched across 6 name variants in the filings
Allworth Financial summary
Allworth Financial appears on 26 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $102.7B in assets for 243,209 participants. The median client plan holds $61.9M. Most client plans are sponsored in CA, GA and IN. The largest clients by plan assets are Delta Air Lines, Inc. and United Airlines, Inc.. Plans reported $4.0M in direct and indirect compensation paid to Allworth Financial. The median is $15K per plan.
- Participants
- 243,209
- Median plan assets
- $61.9M
- Median plan participants
- 562
- Median fees per plan
- $15K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- GAParticipants 111,578
- United Airlines, Inc.$19.4BILParticipants 21,233
- GAParticipants 17,720
- TXParticipants 12,991
- CAParticipants 30,767
- Yale University$9.6BCTParticipants 26,186
- OHParticipants 4,711
- Spirit Airlines, LLC$1.4BFLParticipants 3,208
- CAParticipants 3,166
- INParticipants 4,954
- KYParticipants 683
- CAParticipants 241
- Pacific Coast Producers$67.9MCAParticipants 398
- Future Ford, Inc.$56.0MCAParticipants 1,393
- NJParticipants 167
- Cass Construction, Inc.$25.1MCAParticipants 254
- Prime Pensions, Inc.$23.8MNJParticipants 144
- INParticipants 239
- Laird Noller Ford, Inc.$11.2MKSParticipants 440
- CAParticipants 1,224
- TXParticipants 209
- CAParticipants 277
- Bob Sight Ford, Inc.$8.0MMOParticipants 228
- Casa De Los Ninos$6.5MAZParticipants 275
- Oil Stop, LLC$6.0MCAParticipants 275
Top client states
- CA10 plans
- GA2 plans
- IN2 plans
- NJ2 plans
- TX2 plans
Frequently asked questions
- Who uses Allworth Financial?
- 26 retirement plans list Allworth Financial as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Delta Air Lines, Inc., United Airlines, Inc., Southwest Airlines Company and Avago Technologies U.S. Inc.. Most client plans are sponsored in CA, GA and IN.
- How many plans does Allworth Financial serve?
- Allworth Financial serves 26 retirement plans with $102.7B in plan assets and 243,209 participants, based on the latest Form 5500 filings through 2024.
- What does Allworth Financial charge?
- Plans reported $4.0M in total Schedule C compensation paid to Allworth Financial. The median plan paid $15K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served26+10 YoYRank #700 of mapped providers
Assets under administration$102.7B0.1%Rank #200 by share of filed assets
Fees received$4MMedian $14,513/planSum across Schedule C direct + indirect
Net wins YoY+77 won - 0 lostPlan-level switch detection
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