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CBIZ RETIREMENT PLAN SERVICES

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Cbiz Retirement Plan Services at a glance

Cbiz Retirement Plan Services appears on 752 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $212.4B in assets for 2,547,804 participants. The median client plan holds $44.3M. Most client plans are sponsored in OH, CA and MA. The largest clients by plan assets are Southwest Airlines Co., Marriott International, Inc. and The Cleveland Clinic Foundation. Plans reported $33.3M in direct and indirect compensation paid to Cbiz Retirement Plan Services, a median of $25K per plan.

Participants
2,547,804
Median plan assets
$44.3M
Median plan participants
656
Median fees per plan
$25K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Southwest Airlines Co.TX$18.9B87,150
Marriott International, Inc.MD$11.7B152,118
The Cleveland Clinic FoundationOH$9.2B86,817
New England Teamsters Pension FundMA$9.1B71,322
Trinet HR III, Inc.CA$8.7B238,170
Georgia-Pacific LLCGA$4.7B22,298
Koch Companies, LLCKS$4.3B18,027
American Airlines, Inc. - RetirementTX$4.3B35,547
General Mills, Inc.MN$3.7B22,179
United Benefits GroupMO$3.5B37,176
Georgia-Pacific LLCGA$3.2B34,047
Republic Services, Inc.AZ$3.0B43,434
Trinet HR IV, LLCCA$3.0B42,129
Emory Healthcare, Inc.GA$2.8B49,944
General AtomicsCA$2.8B16,399
American Airlines, Inc. - RetirementTX$2.7B9,973
American Airlines, Inc. - RetirementTX$2.7B24,831
American Airlines, Inc. - RetirementTX$2.5B22,717
Joint Board of Trustees Electrical Workers Local 103 IBEWMA$2.1B10,385
Oasis Outsourcing Holdings, Inc. and Its AffiliatesFL$2.1B116,682
Old Republic International Corp.IL$2.1B14,343
Saks Global Enterprises LLCNY$2.0B9,723
Reynolds American Inc.NC$2.0B8,223
Microchip Technology IncorporatedAZ$1.8B8,265
J.R. Simplot Company, LLCID$1.8B12,751

Top client states

  1. OH114 plans
  2. CA67 plans
  3. MA55 plans
  4. PA50 plans
  5. NY47 plans

Frequently asked questions

Who uses Cbiz Retirement Plan Services?
752 retirement plans list Cbiz Retirement Plan Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Southwest Airlines Co., Marriott International, Inc., The Cleveland Clinic Foundation, New England Teamsters Pension Fund and Trinet HR III, Inc.. Most client plans are sponsored in OH, CA and MA.
How many plans does Cbiz Retirement Plan Services serve?
Cbiz Retirement Plan Services serves 752 retirement plans with $212.4B in plan assets and 2,547,804 participants, based on the latest Form 5500 filings through 2024.
What does Cbiz Retirement Plan Services charge?
Plans reported $33.3M in total Schedule C compensation paid to Cbiz Retirement Plan Services. The median plan paid $25K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served752+47 YoYRank #43 of mapped providers
Assets under administration$212.4B0.2%Market share · rank #69
Fees received$33MMedian $25,193/planSum across Schedule C direct + indirect
Net wins YoY+42176 won · 134 lostPlan-level switch detection

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