Filings through .
Cerity Partners
Matched across 25 name variants in the filings
Cerity Partners summary
Cerity Partners appears on 98 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $82.7B in assets for 347,127 participants. The median client plan holds $48.3M. Most client plans are sponsored in CA, IL and KY. The largest clients by plan assets are United Airlines, Inc., The Charles Schwab Corporation and Southern California Permanente Medical Group. Plans reported $5.3M in direct and indirect compensation paid to Cerity Partners. The median is $37K per plan.
- Participants
- 347,127
- Median plan assets
- $48.3M
- Median plan participants
- 754
- Median fees per plan
- $37K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| United Airlines, Inc. | IL | $19.4B | 21,233 |
| The Charles Schwab Corporation | TX | $10.7B | 44,603 |
| Southern California Permanente Medical Group | CA | $9.2B | 12,823 |
| Humana Inc. | KY | $8.7B | 57,219 |
| Latham & Watkins LLP | CA | $3.6B | 8,625 |
| Peter Kiewit Sons, Inc. | NE | $3.4B | 32,312 |
| Kirkland & Ellis LLP | IL | $3.1B | 9,716 |
| Netjets Aviation, Inc. | OH | $2.9B | 4,711 |
| Sidley Austin LLP, plan 100 | IL | $2.2B | 6,247 |
| Ameriteam Services, LLC | TN | $2.1B | 24,670 |
| Foley & Lardner LLP | WI | $1.7B | 3,511 |
| Gibson, Dunn & Crutcher LLP | CA | $1.7B | 4,462 |
| Cooley LLP | CA | $1.5B | 4,229 |
| Huron Consulting Group Inc. | IL | $1.4B | 7,263 |
| Orrick, Herrington & Sutcliffe LLP | WV | $1.4B | 3,184 |
| Womble Bond Dickinson (US), LLP | NC | $1.1B | 2,671 |
| Pepperdine University | CA | $700M | 4,250 |
| Ssi (U.S.) Inc. Dba Spencer Stuart | IL | $633M | 1,493 |
| Eversheds Sutherland (US) LLP | DC | $495M | 1,220 |
| Galderma Services, Inc. | TX | $482M | 1,980 |
| Sidley Austin LLP, plan 004 | IL | $469M | 995 |
| Proskauer Rose LLP | NY | $439M | 1,277 |
| The Finway Group | IA | $334M | 8,994 |
| Rush Copley Medical Center | IL | $313M | 3,426 |
| Ub Greensfelder LLP | OH | $299M | 753 |
- United Airlines, Inc.$19.4BILParticipants 21,233
- TXParticipants 44,603
- CAParticipants 12,823
- Humana Inc.$8.7BKYParticipants 57,219
- Latham & Watkins LLP$3.6BCAParticipants 8,625
- NEParticipants 32,312
- Kirkland & Ellis LLP$3.1BILParticipants 9,716
- OHParticipants 4,711
- ILParticipants 6,247
- TNParticipants 24,670
- Foley & Lardner LLP$1.7BWIParticipants 3,511
- CAParticipants 4,462
- Cooley LLP$1.5BCAParticipants 4,229
- ILParticipants 7,263
- WVParticipants 3,184
- NCParticipants 2,671
- CAParticipants 4,250
- ILParticipants 1,493
- DCParticipants 1,220
- TXParticipants 1,980
- ILParticipants 995
- Proskauer Rose LLP$439MNYParticipants 1,277
- The Finway Group$334MIAParticipants 8,994
- ILParticipants 3,426
- Ub Greensfelder LLP$299MOHParticipants 753
Top client states
- CA23 plans
- IL16 plans
- KY8 plans
- NY6 plans
- PA6 plans
Frequently asked questions
- Who uses Cerity Partners?
- 98 retirement plans list Cerity Partners as a service provider on Schedule C of Form 5500. The largest clients by plan assets include United Airlines, Inc., The Charles Schwab Corporation, Southern California Permanente Medical Group, Humana Inc. and Latham & Watkins LLP. Most client plans are sponsored in CA, IL and KY.
- How many plans does Cerity Partners serve?
- Cerity Partners serves 98 retirement plans with $82.7B in plan assets and 347,127 participants, based on the latest Form 5500 filings through 2024.
- What does Cerity Partners charge?
- Plans reported $5.3M in total Schedule C compensation paid to Cerity Partners. The median plan paid $37K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served98+24 YoYRank #203 of mapped providers
Assets under administration$82.7B0.1%Rank #201 by share of filed assets
Fees received$5MMedian $37,386/planSum across Schedule C direct + indirect
Net wins YoY+2031 won - 11 lostPlan-level switch detection
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