Filings through .
Barrow, Hanley, Mewhinney & Strauss
Matched across 55 name variants in the filings
Barrow, Hanley, Mewhinney & Strauss summary
Barrow, Hanley, Mewhinney & Strauss appears on 32 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $119.5B in assets for 2,071,537 participants. The median client plan holds $532M. Most client plans are sponsored in TX, TN and HI. The largest clients by plan assets are CVS Health Corporation, Apple Inc. and Trustees of the National Electrical Benefit Fund. Plans reported $9.7M in direct and indirect compensation paid to Barrow, Hanley, Mewhinney & Strauss. The median is $154K per plan.
- Participants
- 2,071,537
- Median plan assets
- $532M
- Median plan participants
- 4,485
- Median fees per plan
- $154K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- CVS Health Corporation$34.8BRIParticipants 379,925
- Apple Inc.$30.8BCAParticipants 147,655
- MDParticipants 736,031
- Fifth Third Bancorp$4.5BOHParticipants 25,867
- MNParticipants 22,103
- Highmark Health$3.1BPAParticipants 33,878
- TXParticipants 11,844
- DCParticipants 603,067
- TNParticipants 28,803
- Phillips 66 Company$2.4BTXParticipants 15,713
- Hess Corporation$2.0BTXParticipants 6,673
- IDParticipants 7,309
- Idaho Power Company$1.0BIDParticipants 4,833
- MDParticipants 12,267
- TXParticipants 1,827
- Ericsson Inc.$533MTXParticipants 2,770
- Abx Air, Inc.$531MOHParticipants 1,877
- ILParticipants 2,079
- NYParticipants 6,192
- HIParticipants 2,676
- TXParticipants 0
- CAParticipants 5,769
- TNParticipants 2,153
- HIParticipants 4,137
- CTParticipants 3,216
Top client states
- TX7 plans
- TN4 plans
- HI3 plans
- OH3 plans
- CA2 plans
Frequently asked questions
- Who uses Barrow, Hanley, Mewhinney & Strauss?
- 32 retirement plans list Barrow, Hanley, Mewhinney & Strauss as a service provider on Schedule C of Form 5500. The largest clients by plan assets include CVS Health Corporation, Apple Inc., Trustees of the National Electrical Benefit Fund, Fifth Third Bancorp and Board of Trustees of Minnesota Laborers Pension Fund. Most client plans are sponsored in TX, TN and HI.
- How many plans does Barrow, Hanley, Mewhinney & Strauss serve?
- Barrow, Hanley, Mewhinney & Strauss serves 32 retirement plans with $119.5B in plan assets and 2,071,537 participants, based on the latest Form 5500 filings through 2024.
- What does Barrow, Hanley, Mewhinney & Strauss charge?
- Plans reported $9.7M in total Schedule C compensation paid to Barrow, Hanley, Mewhinney & Strauss. The median plan paid $154K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets