Who uses Benesys, Inc.?

208 retirement plans list Benesys, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees, Western Unite Here and Employers, Trustees of Ohio Carpenters' Pension Plan, Joint Board of Trustees of North Central States Regional Council of, Joint Board of Trustees of Teamsters Local 639 and Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe. Most client plans are sponsored in MI, CA and OH.

How many plans does Benesys, Inc. serve?

Benesys, Inc. serves 208 retirement plans with $64.4B in plan assets and 933,413 participants, based on the latest Form 5500 filings through 2024.

What does Benesys, Inc. charge?

Plans reported $35.7M in total Schedule C compensation paid to Benesys, Inc.. The median plan paid $102K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Benesys, Inc.

Matched across 14 name variants in the filings

Benesys, Inc. summary

Benesys, Inc. appears on 208 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $64.4B in assets for 933,413 participants. The median client plan holds $131M. Most client plans are sponsored in MI, CA and OH. The largest clients by plan assets are Board of Trustees, Western Unite Here and Employers, Trustees of Ohio Carpenters' Pension Plan and Joint Board of Trustees of North Central States Regional Council of. Plans reported $35.7M in direct and indirect compensation paid to Benesys, Inc.. The median is $102K per plan.

Participants: 933,413
Median plan assets: $131M
Median plan participants: 1,907
Median fees per plan: $102K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Board of Trustees, Western Unite Here and Employers	CA	$4.0B	158,780
Trustees of Ohio Carpenters' Pension Plan	MI	$2.1B	31,115
Joint Board of Trustees of North Central States Regional Council of	WI	$2.0B	18,175
Joint Board of Trustees of Teamsters Local 639	DC	$1.9B	9,634
Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe	MI	$1.8B	13,860
Sheet Metal Workers Pension Trust	CA	$1.7B	13,026
B of T, Northwest Sheet Metal Workers Pension Plan	OR	$1.7B	9,374
Trustees of Central Midwest Regional Council of Carpenters DC Pension	MI	$1.6B	55,172
Bot, Wa State Plumbing and Pipefitting Industry Pension Plan	WA	$1.4B	10,882
Board of Trustees Indiana State Council of Carpenters Pension Fund	MI	$1.4B	17,170
Board of Trustees of Carpenters' Pension Trust Funddetroit&Vicinity	MI	$1.4B	22,212
Board of Trustees, Eighth District Electrical Pension, plan 002	NV	$1.3B	24,505
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension	CA	$1.3B	9,367
Board of Trustees, Eighth District Electrical Pension, plan 001	NV	$1.3B	21,064
Board of Trustees of the U.A. Local No. 393 Defined Benefit Pension	CA	$1.2B	3,854
United Brotherhood of Carpenters Pension Fund	NV	$1.2B	4,648
Board of Trustees,laborers Pension Trust Fund-Detroit and Vicinity	MI	$886M	11,153
Board of Trustees of the U.A. Local No. 393 Defined Contribution Plan	CA	$864M	3,326
Board of Trustees of Pension Fund of Operating Engineers Local 513	MO	$811M	5,456
Joint Board of Trustees of the Drivers and Helpers Local No. 355	MD	$796M	4,158
Board of Trustees of the Western Wa U.A. Supplemental Pension Plan	WA	$759M	7,008
Board of Trustees of Iron Workers St. Louis District Council Pension	MO	$712M	5,242
I.B.E.W. Board of Trustees for Local No 357 Pension Trust, plan 002	NV	$626M	7,284
Joint Board of Trustees Plumbers & Pipefitters Local Unions	MI	$623M	4,427
I.B.E.W. Board of Trustees for Local 357 Pension Trust, plan 001	NV	$608M	4,996

Board of Trustees, Western Unite Here and Employers$4.0B
CAParticipants 158,780
Trustees of Ohio Carpenters' Pension Plan$2.1B
MIParticipants 31,115
Joint Board of Trustees of North Central States Regional Council of$2.0B
WIParticipants 18,175
Joint Board of Trustees of Teamsters Local 639$1.9B
DCParticipants 9,634
Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe$1.8B
MIParticipants 13,860
Sheet Metal Workers Pension Trust$1.7B
CAParticipants 13,026
B of T, Northwest Sheet Metal Workers Pension Plan$1.7B
ORParticipants 9,374
Trustees of Central Midwest Regional Council of Carpenters DC Pension$1.6B
MIParticipants 55,172
Bot, Wa State Plumbing and Pipefitting Industry Pension Plan$1.4B
WAParticipants 10,882
Board of Trustees Indiana State Council of Carpenters Pension Fund$1.4B
MIParticipants 17,170
Board of Trustees of Carpenters' Pension Trust Funddetroit&Vicinity$1.4B
MIParticipants 22,212
Board of Trustees, Eighth District Electrical Pension, plan 002$1.3B
NVParticipants 24,505
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension$1.3B
CAParticipants 9,367
Board of Trustees, Eighth District Electrical Pension, plan 001$1.3B
NVParticipants 21,064
Board of Trustees of the U.A. Local No. 393 Defined Benefit Pension$1.2B
CAParticipants 3,854
United Brotherhood of Carpenters Pension Fund$1.2B
NVParticipants 4,648
Board of Trustees,laborers Pension Trust Fund-Detroit and Vicinity$886M
MIParticipants 11,153
Board of Trustees of the U.A. Local No. 393 Defined Contribution Plan$864M
CAParticipants 3,326
Board of Trustees of Pension Fund of Operating Engineers Local 513$811M
MOParticipants 5,456
Joint Board of Trustees of the Drivers and Helpers Local No. 355$796M
MDParticipants 4,158
Board of Trustees of the Western Wa U.A. Supplemental Pension Plan$759M
WAParticipants 7,008
Board of Trustees of Iron Workers St. Louis District Council Pension$712M
MOParticipants 5,242
I.B.E.W. Board of Trustees for Local No 357 Pension Trust, plan 002$626M
NVParticipants 7,284
Joint Board of Trustees Plumbers & Pipefitters Local Unions$623M
MIParticipants 4,427
I.B.E.W. Board of Trustees for Local 357 Pension Trust, plan 001$608M
NVParticipants 4,996

Top client states

MI52 plans
CA39 plans
OH37 plans
OR15 plans
MD10 plans

Frequently asked questions

Who uses Benesys, Inc.?: 208 retirement plans list Benesys, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees, Western Unite Here and Employers, Trustees of Ohio Carpenters' Pension Plan, Joint Board of Trustees of North Central States Regional Council of, Joint Board of Trustees of Teamsters Local 639 and Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe. Most client plans are sponsored in MI, CA and OH.
How many plans does Benesys, Inc. serve?: Benesys, Inc. serves 208 retirement plans with $64.4B in plan assets and 933,413 participants, based on the latest Form 5500 filings through 2024.
What does Benesys, Inc. charge?: Plans reported $35.7M in total Schedule C compensation paid to Benesys, Inc.. The median plan paid $102K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served208+14 YoYRank #107 of mapped providers

Assets under administration$64.4B0.1%Rank #275 by share of filed assets

Fees received$36MMedian $102,267/planSum across Schedule C direct + indirect

Net wins YoY+1424 won - 10 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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Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

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

Plans

102

$20.6B in funds

In collective trusts

21%

average plan

In Benesys funds

average plan

In index funds

28%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	45
JPMorgan	31
Fidelity (FMR)	28
AFL-CIO Investment Trust	25
Dodge & Cox	20

Target-date series

Series	Plans
T. Rowe Price Retirement	4
American Funds Target Date	2
Vanguard Target Retirement	2
BlackRock LifePath Index	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.