Chevy Chase Trust Company

Chevy Chase Trust Company at a glance

Chevy Chase Trust Company appears on 92 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $67.6B in assets for 675,253 participants. The median client plan holds $151M. Most client plans are sponsored in NY, MD and IL. The largest clients by plan assets are Trustees of the National Electrical Annuity Plan, Board of Trustees, Locals 302 & 612 of the IUOE - and Board of Trustees of Minnesota Laborers Pension Fund. Plans reported $7.9M in direct and indirect compensation paid to Chevy Chase Trust Company, a median of $32K per plan.

Participants

675,253

Median plan assets

$151M

Median plan participants

3,196

Median fees per plan

$32K

Schedule C direct + indirect

Frequently asked questions

Who uses Chevy Chase Trust Company?

92 retirement plans list Chevy Chase Trust Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of the National Electrical Annuity Plan, Board of Trustees, Locals 302 & 612 of the IUOE -, Board of Trustees of Minnesota Laborers Pension Fund, Latham & Watkins LLP and Board of Trustees of Carpenters Pension Fund of Illinois. Most client plans are sponsored in NY, MD and IL.

How many plans does Chevy Chase Trust Company serve?

Chevy Chase Trust Company serves 92 retirement plans with $67.6B in plan assets and 675,253 participants, based on the latest Form 5500 filings through 2024.

What does Chevy Chase Trust Company charge?

Plans reported $7.9M in total Schedule C compensation paid to Chevy Chase Trust Company. The median plan paid $32K. Fees vary with plan size and the services each plan buys.