BLACKROCK

Blackrock at a glance

Blackrock appears on 531 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.16T in assets for 11,107,850 participants. The median client plan holds $325M. Most client plans are sponsored in CA, NY and TX. The largest clients by plan assets are International Business Machines Corporation, Jpmorgan Chase Bank, National Association and Walmart Inc.. Plans reported $128M in direct and indirect compensation paid to Blackrock, a median of $40K per plan.

Participants

11,107,850

Median plan assets

$325M

Median plan participants

2,883

Median fees per plan

$40K

Schedule C direct + indirect

Frequently asked questions

Who uses Blackrock?

531 retirement plans list Blackrock as a service provider on Schedule C of Form 5500. The largest clients by plan assets include International Business Machines Corporation, Jpmorgan Chase Bank, National Association, Walmart Inc., Trustees of Central States, SE and SW Areas Pension Fund and Board of Trustees of the CPF of the IUOE and Participating Employers. Most client plans are sponsored in CA, NY and TX.

How many plans does Blackrock serve?

Blackrock serves 531 retirement plans with $1.16T in plan assets and 11,107,850 participants, based on the latest Form 5500 filings through 2024.

What does Blackrock charge?

Plans reported $128M in total Schedule C compensation paid to Blackrock. The median plan paid $40K. Fees vary with plan size and the services each plan buys.