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Aristotle Capital Management

Matched across 14 name variants in the filings

Aristotle Capital Management summary

Aristotle Capital Management appears on 29 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $56.0B in assets for 548,328 participants. The median client plan holds $434M. Most client plans are sponsored in CA, FL and MI. The largest clients by plan assets are Bank of America Corporation, Amgen Inc. and B/O/T United Association National Pension Fund. Plans reported $5.0M in direct and indirect compensation paid to Aristotle Capital Management. The median is $44K per plan.

Participants
548,328
Median plan assets
$434M
Median plan participants
3,312
Median fees per plan
$44K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Bank of America CorporationRI$19.9B154,763
Amgen Inc.CA$9.0B23,380
B/O/T United Association National Pension FundVA$7.7B196,837
Board of Trustees, California Ironworkers Field Pension Trust FunCA$3.5B21,447
Trustees of Carpenters Benefit Plans of St. LouisMO$3.4B27,598
Bot of IUOE Stationary Engineers Local 39 Pension PlanCA$2.2B10,820
Board of Trustees Automotive Industries Pension PlanCA$2.2B22,623
Board of Trustees, Eighth District Electrical PensionNV$1.3B21,064
Board of Trustees of the Painting Industry Annuity FundNY$965M8,541
Amgen Manufacturing Limited LLCPR$930M3,312
Cedars-SinaiCA$903M6,127
Joint Pension Fund of Local Union No 102 IBEW Board of TrusteesNJ$807M4,348
John Muir HealthCA$713M7,374
Joint Board of Trustees of Mi Reg Council of Carpenters Annuity FundMI$531M17,503
Board of Trustees of the Smart Local Unions and Councils Pension FundVA$434M3,110
Trustees of Laborers Local 57 Industrial PensionPA$338M4,325
Board of Trustees - Sheet Metal Workers Local 98 Pension FundWV$194M1,932
Teamsters Local 830 Pension PlanPA$188M2,247
Construction & General Laborers' Local 190 PensionNY$166M1,971
Trustees of Teamsters Local No. 469 Pension FundNJ$163M1,370
Operative Plasterers & Cement Masons Off & Emp Pension Fund TrsteMD$120M1,052
Board of Trustees, IBEW Local 684 Pension TrustCA$80.2M773
Boca Raton Regional Hospital, Inc.FL$79.6M829
Employers and Cement Masons Local 90 Pension PlanIL$77.5M1,273
Asbestos Workers Local 42 Pension FundFL$42.1M316

Top client states

  • CA8 plans
  • FL2 plans
  • MI2 plans
  • NJ2 plans
  • NY2 plans

Frequently asked questions

Who uses Aristotle Capital Management?
29 retirement plans list Aristotle Capital Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bank of America Corporation, Amgen Inc., B/O/T United Association National Pension Fund, Board of Trustees, California Ironworkers Field Pension Trust Fun and Trustees of Carpenters Benefit Plans of St. Louis. Most client plans are sponsored in CA, FL and MI.
How many plans does Aristotle Capital Management serve?
Aristotle Capital Management serves 29 retirement plans with $56.0B in plan assets and 548,328 participants, based on the latest Form 5500 filings through 2024.
What does Aristotle Capital Management charge?
Plans reported $5.0M in total Schedule C compensation paid to Aristotle Capital Management. The median plan paid $44K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served29+2 YoYRank #605 of mapped providers
Assets under administration$56.0B0.1%Rank #171 by share of filed assets
Fees received$5MMedian $44,468/planSum across Schedule C direct + indirect
Net wins YoY+05 won - 5 lostPlan-level switch detection

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