Filings through .
Withumsmith+brown, PC
Matched across 498 name variants in the filings
Withumsmith+brown, PC summary
Withumsmith+brown, PC appears on 448 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $380.4B in assets for 4,805,398 participants. The median client plan holds $72.6M. Most client plans are sponsored in CA, NY and NJ. The largest clients by plan assets are Trustees of Central States, SE and SW Areas Pension Fund, Trustees of the National Electrical Benefit Fund and Chevron Corporation. Plans reported $25.6M in direct and indirect compensation paid to Withumsmith+brown, PC. The median is $22K per plan.
- Participants
- 4,805,398
- Median plan assets
- $72.6M
- Median plan participants
- 884
- Median fees per plan
- $22K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- ILParticipants 323,722
- MDParticipants 736,031
- Chevron Corporation$22.3BTXParticipants 35,625
- MDParticipants 195,719
- CAParticipants 178,331
- The Dow Chemical Company$11.5BMIParticipants 31,053
- Qualcomm Incorporated$11.3BCAParticipants 23,273
- CAParticipants 34,421
- NJParticipants 24,701
- MNParticipants 157,353
- MDParticipants 98,364
- CAParticipants 65,754
- ILParticipants 31,707
- CAParticipants 44,826
- CAParticipants 15,358
- CAParticipants 20,255
- MDParticipants 94,321
- MAParticipants 75,158
- TXParticipants 14,152
- NYParticipants 121,234
- MNParticipants 46,131
- CAParticipants 17,812
- CAParticipants 158,780
- MAParticipants 23,769
- DCParticipants 71,051
Top client states
- CA99 plans
- NY50 plans
- NJ41 plans
- MD28 plans
- TX23 plans
Frequently asked questions
- Who uses Withumsmith+brown, PC?
- 448 retirement plans list Withumsmith+brown, PC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of Central States, SE and SW Areas Pension Fund, Trustees of the National Electrical Benefit Fund, Chevron Corporation, Trustees of the National Electrical Annuity Plan and Board of Trustees of the Western States Carpenters Pension Trust. Most client plans are sponsored in CA, NY and NJ.
- How many plans does Withumsmith+brown, PC serve?
- Withumsmith+brown, PC serves 448 retirement plans with $380.4B in plan assets and 4,805,398 participants, based on the latest Form 5500 filings through 2024.
- What does Withumsmith+brown, PC charge?
- Plans reported $25.6M in total Schedule C compensation paid to Withumsmith+brown, PC. The median plan paid $22K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Withumsmith+brown, PC analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Withumsmith+brown as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 4 |
| Capital Group | 4 |
| PIMCO (Allianz) | 2 |
| Charles Schwab | 1 |
| Lord Abbett | 1 |
Target-date series
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.