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Boston Partners

Matched across 72 name variants in the filings

Boston Partners summary

Boston Partners appears on 94 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $175.6B in assets for 1,233,142 participants. The median client plan holds $326M. Most client plans are sponsored in NY, MA and PA. The largest clients by plan assets are Verizon Communications Inc., Citigroup Inc. and Board of Trustees of 1199SEIU Health Care Employees Pension Fund. Plans reported $18.9M in direct and indirect compensation paid to Boston Partners. The median is $99K per plan.

Participants
1,233,142
Median plan assets
$326M
Median plan participants
3,061
Median fees per plan
$99K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Verizon Communications Inc., plan 102NJ$31.3B112,629
Citigroup Inc.CT$26.9B117,332
Board of Trustees of 1199SEIU Health Care Employees Pension FundNY$19.0B301,189
New England Teamsters Pension FundMA$9.1B71,322
Southern California Edison CompanyCA$7.1B16,437
Joint Board of Trustees, Bakery & Confectionery Union & IndustryMD$6.5B98,364
Verizon Communications Inc., plan 011NJ$6.2B16,621
American Electric Power Service CorporationOH$5.7B22,506
Board of Directors Producer-Writers Guild of America Pension PlanCA$5.2B20,255
Ameren CorporationMO$4.8B19,176
Toyota Motor North America, Inc.TX$4.8B14,152
NXP USA, Inc.TX$4.1B8,045
Board of Trustees, Locals 302 & 612 of the IUOE -WA$3.8B21,271
Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VINJ$3.0B22,884
Board of Trustees - Southern Electrical Retirement FundTN$2.5B28,803
National Roofing Industry Pension Fund Wilson-McShane CorporationMN$2.4B33,418
Board of Trustees Mason Tenders District Council Pension FundNY$2.2B19,465
BD of Trustees Local 705 I.B. of T. Pension Trust FundIL$2.1B15,253
Joint Board of Trustees of North Central States Regional Council ofWI$2.0B18,175
Board of Trustees, Southern California IBEW-NecaCA$1.6B18,310
Board of Trustees I.U.O.E. Local 4 Pension FundMA$1.5B7,206
Xcel Energy Inc.MN$1.3B11,823
Umass Memorial Health Care, Inc.MA$1.3B14,897
Board of Trustees Local 580 Pension FundNY$1.1B3,271
Metal Trades Branch Local 638 Pension FundNY$1.0B6,271

Top client states

  • NY14 plans
  • MA10 plans
  • PA10 plans
  • NJ7 plans
  • CA6 plans

Frequently asked questions

Who uses Boston Partners?
94 retirement plans list Boston Partners as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Verizon Communications Inc., Citigroup Inc., Board of Trustees of 1199SEIU Health Care Employees Pension Fund, New England Teamsters Pension Fund and Southern California Edison Company. Most client plans are sponsored in NY, MA and PA.
How many plans does Boston Partners serve?
Boston Partners serves 94 retirement plans with $175.6B in plan assets and 1,233,142 participants, based on the latest Form 5500 filings through 2024.
What does Boston Partners charge?
Plans reported $18.9M in total Schedule C compensation paid to Boston Partners. The median plan paid $99K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served94+2 YoYRank #204 of mapped providers
Assets under administration$175.6B0.1%Rank #106 by share of filed assets
Fees received$19MMedian $98,552/planSum across Schedule C direct + indirect
Net wins YoY+212 won - 10 lostPlan-level switch detection

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