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Clark, Schaefer, Hackett & Co.

Matched across 49 name variants in the filings

Clark, Schaefer, Hackett & Co. summary

Clark, Schaefer, Hackett & Co. appears on 100 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $29.7B in assets for 416,212 participants. The median client plan holds $69.7M. Most client plans are sponsored in OH, MI and MO. The largest clients by plan assets are Macys, Inc., Anheuser-Busch Companies, LLC and American Financial Group, Inc.. Plans reported $2.1M in direct and indirect compensation paid to Clark, Schaefer, Hackett & Co.. The median is $17K per plan.

Participants
416,212
Median plan assets
$69.7M
Median plan participants
951
Median fees per plan
$17K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Macys, Inc., plan 013OH$5.2B155,776
Anheuser-Busch Companies, LLC, plan 059MO$4.0B20,554
American Financial Group, Inc.OH$2.6B10,428
Macys Inc, plan 012OH$1.8B30,859
Iron Workers District Council of Southern Ohio & VicinityOH$1.2B8,620
Lennox International Inc.TX$916M6,262
University of Dayton, plan 001OH$737M6,320
Broadstreet Partners, Inc.OH$691M6,293
Premier Health Partners, plan 002OH$662M15,441
Capgemini America IncIL$656M3,726
Anheuser-Busch, LLC and the Int'L Brotherhood of TeamstersMO$556M2,746
Anheuser-Busch Companies, LLC, plan 035MO$553M5,364
Dinsmore & Shohl LLPOH$535M2,447
Iron Workers District Council of Southern Ohio & VicinityOH$533M8,817
Bot of Brewery Conference/Anheuser Busch Defined Benefit Pension PlanMO$521M2,715
Vorys, Sater, Seymour and Pease LLPOH$483M1,094
Premier Health Partners, plan 001OH$454M15,170
SW OH Regional Council of CarpentersMI$443M5,504
University of Dayton, plan 101OH$421M5,274
Chemed CorporationOH$401M4,702
Joyson Safety Systems Acquisitions, LLCMI$386M1,539
Board of Trustees NW Ohio Carp MW PD SupplementalOH$354M6,255
Billerud Americas CorpOH$338M2,564
Joint Bot of the St. Louis Teamster Brewery Workers Pension PlanMO$276M1,526
Premier Health Partners, plan 003OH$271M14,373

Top client states

  • OH71 plans
  • MI5 plans
  • MO5 plans
  • IL3 plans
  • MD3 plans

Frequently asked questions

Who uses Clark, Schaefer, Hackett & Co.?
100 retirement plans list Clark, Schaefer, Hackett & Co. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Macys, Inc., Anheuser-Busch Companies, LLC, American Financial Group, Inc., Macys Inc and Iron Workers District Council of Southern Ohio & Vicinity. Most client plans are sponsored in OH, MI and MO.
How many plans does Clark, Schaefer, Hackett & Co. serve?
Clark, Schaefer, Hackett & Co. serves 100 retirement plans with $29.7B in plan assets and 416,212 participants, based on the latest Form 5500 filings through 2024.
What does Clark, Schaefer, Hackett & Co. charge?
Plans reported $2.1M in total Schedule C compensation paid to Clark, Schaefer, Hackett & Co.. The median plan paid $17K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served100+16 YoYRank #218 of mapped providers
Assets under administration$29.7B0.0%Rank #574 by share of filed assets
Fees received$2MMedian $16,954/planSum across Schedule C direct + indirect
Net wins YoY+618 won - 12 lostPlan-level switch detection

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