Who uses Benefit Resources, Inc.?

32 retirement plans list Benefit Resources, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bot, Western Wa Laborers-Employers Pension Trust, Board of Trustees of IBEW Local 716 Pension Plan, Trustees of Greater Texas IBEW Neca, Trustees of IBEW Local Union No 479 Pension Trust Fund and Board of Trustees of the IBEW Local No. 716 Retirement Trust Fund. Most client plans are sponsored in TX, CA and OK.

How many plans does Benefit Resources, Inc. serve?

Benefit Resources, Inc. serves 32 retirement plans with $3.3B in plan assets and 72,352 participants, based on the latest Form 5500 filings through 2024.

What does Benefit Resources, Inc. charge?

Plans reported $1.3M in total Schedule C compensation paid to Benefit Resources, Inc.. The median plan paid $20K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Benefit Resources, Inc.

Matched across 12 name variants in the filings

Benefit Resources, Inc. summary

Benefit Resources, Inc. appears on 32 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.3B in assets for 72,352 participants. The median client plan holds $37.7M. Most client plans are sponsored in TX, CA and OK. The largest clients by plan assets are Bot, Western Wa Laborers-Employers Pension Trust, Board of Trustees of IBEW Local 716 Pension Plan and Trustees of Greater Texas IBEW Neca. Plans reported $1.3M in direct and indirect compensation paid to Benefit Resources, Inc.. The median is $20K per plan.

Participants: 72,352
Median plan assets: $37.7M
Median plan participants: 447
Median fees per plan: $20K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Bot, Western Wa Laborers-Employers Pension Trust	WA	$1.6B	20,130
Board of Trustees of IBEW Local 716 Pension Plan	TX	$243M	5,802
Trustees of Greater Texas IBEW Neca	TX	$191M	6,236
Trustees of IBEW Local Union No 479 Pension Trust Fund	TX	$162M	1,974
Board of Trustees of the IBEW Local No. 716 Retirement Trust Fund	TX	$146M	6,403
South Central Annuity Fund	TX	$142M	9,320
Trustees of I.B.E.W. Local Union No 479 Annuity 401(k) Plan	TX	$79.3M	1,695
Plumbers & Steamfitters Local 146 Pension Plan	TX	$54.0M	868
Pipe Fitters Local Union #211 Defined Contribution Retirement Plan	TX	$53.2M	4,849
Lionakis	CA	$52.9M	314
Disability Rights California	CA	$50.0M	439
U.A. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T	TX	$49.6M	6,614
Industrial Piping Specialists, Inc.	OK	$42.5M	427
Santa Cruz Seaside Company	CA	$40.3M	899
Sacramento Ear Nose and Throat Surgical and Medical Group Inc	CA	$40.2M	193
Trustees, Southern Region of Teamsters Pension Trust Fund	TX	$40.0M	517
Honat Bancorp, Inc.	PA	$35.4M	253
Board of Trustees Asbestos Workers Local No. 87 Defined Contribution P	TX	$33.3M	592
Sma America Holdings, LLC.	CA	$32.0M	341
Southwest Asbestos Workers Local 94	OK	$31.4M	213
International Assoc. of Heat & Frost Insulators & Asbestos Workers No.	TX	$21.7M	203
Western Electrical Contractors Association, Inc.	CA	$19.5M	1,040
Board of Trustees of Plumbers & Steamfitters Local 141 Annuity Plan	LA	$18.5M	838
Board of Trustees of IBEW Local Union No. 527 Annuity Plan	TX	$17.4M	368
Asbestos Workers Local Union No 55	AL	$14.6M	233

Bot, Western Wa Laborers-Employers Pension Trust$1.6B
WAParticipants 20,130
Board of Trustees of IBEW Local 716 Pension Plan$243M
TXParticipants 5,802
Trustees of Greater Texas IBEW Neca$191M
TXParticipants 6,236
Trustees of IBEW Local Union No 479 Pension Trust Fund$162M
TXParticipants 1,974
Board of Trustees of the IBEW Local No. 716 Retirement Trust Fund$146M
TXParticipants 6,403
South Central Annuity Fund$142M
TXParticipants 9,320
Trustees of I.B.E.W. Local Union No 479 Annuity 401(k) Plan$79.3M
TXParticipants 1,695
Plumbers & Steamfitters Local 146 Pension Plan$54.0M
TXParticipants 868
Pipe Fitters Local Union #211 Defined Contribution Retirement Plan$53.2M
TXParticipants 4,849
Lionakis$52.9M
CAParticipants 314
Disability Rights California$50.0M
CAParticipants 439
U.A. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T$49.6M
TXParticipants 6,614
Industrial Piping Specialists, Inc.$42.5M
OKParticipants 427
Santa Cruz Seaside Company$40.3M
CAParticipants 899
Sacramento Ear Nose and Throat Surgical and Medical Group Inc$40.2M
CAParticipants 193
Trustees, Southern Region of Teamsters Pension Trust Fund$40.0M
TXParticipants 517
Honat Bancorp, Inc.$35.4M
PAParticipants 253
Board of Trustees Asbestos Workers Local No. 87 Defined Contribution P$33.3M
TXParticipants 592
Sma America Holdings, LLC.$32.0M
CAParticipants 341
Southwest Asbestos Workers Local 94$31.4M
OKParticipants 213
International Assoc. of Heat & Frost Insulators & Asbestos Workers No.$21.7M
TXParticipants 203
Western Electrical Contractors Association, Inc.$19.5M
CAParticipants 1,040
Board of Trustees of Plumbers & Steamfitters Local 141 Annuity Plan$18.5M
LAParticipants 838
Board of Trustees of IBEW Local Union No. 527 Annuity Plan$17.4M
TXParticipants 368
Asbestos Workers Local Union No 55$14.6M
ALParticipants 233

Top client states

TX16 plans
CA10 plans
OK2 plans
AL1 plan
LA1 plan

Frequently asked questions

Who uses Benefit Resources, Inc.?: 32 retirement plans list Benefit Resources, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bot, Western Wa Laborers-Employers Pension Trust, Board of Trustees of IBEW Local 716 Pension Plan, Trustees of Greater Texas IBEW Neca, Trustees of IBEW Local Union No 479 Pension Trust Fund and Board of Trustees of the IBEW Local No. 716 Retirement Trust Fund. Most client plans are sponsored in TX, CA and OK.
How many plans does Benefit Resources, Inc. serve?: Benefit Resources, Inc. serves 32 retirement plans with $3.3B in plan assets and 72,352 participants, based on the latest Form 5500 filings through 2024.
What does Benefit Resources, Inc. charge?: Plans reported $1.3M in total Schedule C compensation paid to Benefit Resources, Inc.. The median plan paid $20K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served32+3 YoYRank #571 of mapped providers

Assets under administration$3.3B0.0%Rank #2829 by share of filed assets

Fees received$1MMedian $20,195/planSum across Schedule C direct + indirect

Net wins YoY+04 won - 4 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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Plans won and lost
Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Benefit Resources as recordkeeper and list their funds in their filing.

Plans

$653M in funds

In collective trusts

14%

average plan

In Benefit Resources funds

average plan

In index funds

33%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	9
BlackRock	6
JPMorgan	5
PIMCO (Allianz)	5
Principal	3

Target-date series

Series	Plans
American Funds Target Date	1

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.