How many plans does Broadridge Financial Solutions Inc serve?

Broadridge Financial Solutions Inc serves 634 retirement plans with $97.8B in plan assets and 966,559 participants, based on the latest Form 5500 filings through 2024.

What does Broadridge Financial Solutions Inc charge?

Plans reported $10.4M in total Schedule C compensation paid to Broadridge Financial Solutions Inc. The median plan paid $153. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Broadridge Financial Solutions Inc

Matched across 107 name variants in the filings

Broadridge Financial Solutions Inc summary

Broadridge Financial Solutions Inc appears on 634 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $97.8B in assets for 966,559 participants. The median client plan holds $35.5M. Most client plans are sponsored in WI, CA and WA. The largest clients by plan assets are Verizon Communications Inc., Anheuser-Busch Companies, LLC and Board of Trustees of the Pipe Trades Services MN Pension Supplement Tr. Plans reported $10.4M in direct and indirect compensation paid to Broadridge Financial Solutions Inc. The median is $153 per plan.

Participants: 966,559
Median plan assets: $35.5M
Median plan participants: 394
Median fees per plan: $153; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Verizon Communications Inc.	NJ	$31.3B	112,629
Anheuser-Busch Companies, LLC	MO	$4.0B	20,554
Board of Trustees of the Pipe Trades Services MN Pension Supplement Tr	MN	$2.0B	10,116
Trustees of Central Midwest Regional Council of Carpenters DC Pension	MI	$1.6B	55,172
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension	CA	$1.3B	9,367
Mutual of Omaha Insurance Company	NE	$1.2B	7,494
Board of Trustees of the U.A. Local No. 393 Defined Benefit Pension	CA	$1.2B	3,854
Lester E.cox Medical Centers	MO	$1.1B	16,261
Paul Hastings LLP	CA	$1.1B	3,941
VS Service Company, LLC	OH	$1.0B	21,938
Board of Trustees, IBEW Local 332 Pension Plan Part B	CA	$1.0B	4,083
O'Melveny & Myers LLP	CA	$1.0B	2,290
Michigan Credit Union League	MI	$996M	15,666
Board of Trustees of the Carpenters & Joiners Defined Contribution Pla	MN	$971M	24,300
Board of Trustees of the U.A. Local No. 393 Defined Contribution Plan	CA	$864M	3,326
San Mateo County Electrical Construction Industry Retiremt Plan	CA	$781M	1,756
The Board of Trustees American Maritime Officers Pension Plan	FL	$765M	4,385
Board of Trustees, Northwest Carpenters Individual Account Pension Pla	CA	$764M	19,597
Board of Trustees American Maritime Officers 401(k) Plan	FL	$760M	4,159
Board of Trustees of the Western Wa U.A. Supplemental Pension Plan	WA	$759M	7,008
Intl Painters & Allied Trades Ind. Pension Fund-	MD	$715M	25,326
Lumexa Imaging, Inc.	NC	$663M	5,892
Greenheck Fan Corporation	WI	$659M	5,692
Ironworkers District Council of the Paci Field Ironworkers Annuity Tru	WA	$594M	7,937
Stoel Rives LLP	OR	$586M	1,288

Verizon Communications Inc.$31.3B
NJParticipants 112,629
Anheuser-Busch Companies, LLC$4.0B
MOParticipants 20,554
Board of Trustees of the Pipe Trades Services MN Pension Supplement Tr$2.0B
MNParticipants 10,116
Trustees of Central Midwest Regional Council of Carpenters DC Pension$1.6B
MIParticipants 55,172
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension$1.3B
CAParticipants 9,367
Mutual of Omaha Insurance Company$1.2B
NEParticipants 7,494
Board of Trustees of the U.A. Local No. 393 Defined Benefit Pension$1.2B
CAParticipants 3,854
Lester E.cox Medical Centers$1.1B
MOParticipants 16,261
Paul Hastings LLP$1.1B
CAParticipants 3,941
VS Service Company, LLC$1.0B
OHParticipants 21,938
Board of Trustees, IBEW Local 332 Pension Plan Part B$1.0B
CAParticipants 4,083
O'Melveny & Myers LLP$1.0B
CAParticipants 2,290
Michigan Credit Union League$996M
MIParticipants 15,666
Board of Trustees of the Carpenters & Joiners Defined Contribution Pla$971M
MNParticipants 24,300
Board of Trustees of the U.A. Local No. 393 Defined Contribution Plan$864M
CAParticipants 3,326
San Mateo County Electrical Construction Industry Retiremt Plan$781M
CAParticipants 1,756
The Board of Trustees American Maritime Officers Pension Plan$765M
FLParticipants 4,385
Board of Trustees, Northwest Carpenters Individual Account Pension Pla$764M
CAParticipants 19,597
Board of Trustees American Maritime Officers 401(k) Plan$760M
FLParticipants 4,159
Board of Trustees of the Western Wa U.A. Supplemental Pension Plan$759M
WAParticipants 7,008
Intl Painters & Allied Trades Ind. Pension Fund-$715M
MDParticipants 25,326
Lumexa Imaging, Inc.$663M
NCParticipants 5,892
Greenheck Fan Corporation$659M
WIParticipants 5,692
Ironworkers District Council of the Paci Field Ironworkers Annuity Tru$594M
WAParticipants 7,937
Stoel Rives LLP$586M
ORParticipants 1,288

Top client states

WI89 plans
CA57 plans
WA49 plans
IL46 plans
MN39 plans

Frequently asked questions

Who uses Broadridge Financial Solutions Inc?: 634 retirement plans list Broadridge Financial Solutions Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Verizon Communications Inc., Anheuser-Busch Companies, LLC, Board of Trustees of the Pipe Trades Services MN Pension Supplement Tr, Trustees of Central Midwest Regional Council of Carpenters DC Pension and Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension. Most client plans are sponsored in WI, CA and WA.
How many plans does Broadridge Financial Solutions Inc serve?: Broadridge Financial Solutions Inc serves 634 retirement plans with $97.8B in plan assets and 966,559 participants, based on the latest Form 5500 filings through 2024.
What does Broadridge Financial Solutions Inc charge?: Plans reported $10.4M in total Schedule C compensation paid to Broadridge Financial Solutions Inc. The median plan paid $153. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served634-69 YoYRank #47 of mapped providers

Assets under administration$97.8B0.1%Rank #129 by share of filed assets

Fees received$10MMedian $153/planSum across Schedule C direct + indirect

Net wins YoY-3374 won - 107 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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Customer-base shape
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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 Matrix Trust (Broadridge) as recordkeeper and list their funds in their filing. Files as BROADRIDGE FINANCIAL SOLUTIONS INC.

Plans

$123M in funds

In collective trusts

<1%

average plan

In Matrix Trust (Broadridge) funds

average plan

In index funds

21%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	4
Capital Group	4
TIAA (Nuveen)	3
Fidelity (FMR)	3
JPMorgan	3

Target-date series

Series	Plans
Nuveen Lifecycle	2
T. Rowe Price Retirement	1
Nuveen Lifecycle 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.