Who uses Curcio Webb?

64 retirement plans list Curcio Webb as a service provider on Schedule C of Form 5500. The largest clients by plan assets include United Parcel Service of America, Inc., L3HARRIS Technologies, Inc., Board of Trustees of the UPS/Ibt Full-Time Pension Plan, Travelers Companies, Inc. and Qualcomm Incorporated. Most client plans are sponsored in TX, NC and NJ.

How many plans does Curcio Webb serve?

Curcio Webb serves 64 retirement plans with $175.7B in plan assets and 1,513,607 participants, based on the latest Form 5500 filings through 2024.

What does Curcio Webb charge?

Plans reported $3.6M in total Schedule C compensation paid to Curcio Webb. The median plan paid $30K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Curcio Webb

Matched across 10 name variants in the filings

Curcio Webb summary

Curcio Webb appears on 64 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $175.7B in assets for 1,513,607 participants. The median client plan holds $967M. Most client plans are sponsored in TX, NC and NJ. The largest clients by plan assets are United Parcel Service of America, Inc., L3HARRIS Technologies, Inc. and Board of Trustees of the UPS/Ibt Full-Time Pension Plan. Plans reported $3.6M in direct and indirect compensation paid to Curcio Webb. The median is $30K per plan.

Participants: 1,513,607
Median plan assets: $967M
Median plan participants: 7,408
Median fees per plan: $30K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
United Parcel Service of America, Inc., plan 001	GA	$21.8B	142,919
L3HARRIS Technologies, Inc.	FL	$18.0B	73,044
Board of Trustees of the UPS/Ibt Full-Time Pension Plan	GA	$13.3B	103,495
Travelers Companies, Inc.	MN	$11.6B	41,957
Qualcomm Incorporated	CA	$11.3B	23,273
United Parcel Service of America, Inc., plan 022	GA	$9.8B	253,097
International Paper Company, plan 001	TN	$8.5B	82,723
Massachusetts Institute of Technology	MA	$6.8B	30,688
Altria Client Services LLC	VA	$6.6B	25,094
Kimberly-Clark Corporation	WI	$5.5B	16,499
International Paper Company, plan 007	TN	$4.9B	17,431
Kellogg Brown & Root LLC	TX	$4.5B	24,743
Xerox Corporation	CT	$4.1B	19,505
Fluor Corporation	TX	$3.8B	14,411
Abb Inc.	NC	$3.7B	20,504
Cognizant Technology Solutions	TX	$3.7B	53,609
Compass Group USA, Inc.	NC	$3.0B	276,398
Ut-Battelle, LLC	TN	$2.6B	13,024
The Hearst Corporation	NC	$2.5B	15,482
The Aerospace Corporation, plan 001	CA	$2.1B	7,438
Battelle Energy Alliance, LLC	ID	$2.0B	7,309
Johns Hopkins Health System Corporation	MD	$2.0B	38,778
Syensqo USA LLC	NJ	$1.9B	8,339
The Aerospace Corporation, plan 003	CA	$1.8B	6,290
International Paper Company, plan 118	TN	$1.8B	23,864

United Parcel Service of America, Inc., plan 001$21.8B
GAParticipants 142,919
L3HARRIS Technologies, Inc.$18.0B
FLParticipants 73,044
Board of Trustees of the UPS/Ibt Full-Time Pension Plan$13.3B
GAParticipants 103,495
Travelers Companies, Inc.$11.6B
MNParticipants 41,957
Qualcomm Incorporated$11.3B
CAParticipants 23,273
United Parcel Service of America, Inc., plan 022$9.8B
GAParticipants 253,097
International Paper Company, plan 001$8.5B
TNParticipants 82,723
Massachusetts Institute of Technology$6.8B
MAParticipants 30,688
Altria Client Services LLC$6.6B
VAParticipants 25,094
Kimberly-Clark Corporation$5.5B
WIParticipants 16,499
International Paper Company, plan 007$4.9B
TNParticipants 17,431
Kellogg Brown & Root LLC$4.5B
TXParticipants 24,743
Xerox Corporation$4.1B
CTParticipants 19,505
Fluor Corporation$3.8B
TXParticipants 14,411
Abb Inc.$3.7B
NCParticipants 20,504
Cognizant Technology Solutions$3.7B
TXParticipants 53,609
Compass Group USA, Inc.$3.0B
NCParticipants 276,398
Ut-Battelle, LLC$2.6B
TNParticipants 13,024
The Hearst Corporation$2.5B
NCParticipants 15,482
The Aerospace Corporation, plan 001$2.1B
CAParticipants 7,438
Battelle Energy Alliance, LLC$2.0B
IDParticipants 7,309
Johns Hopkins Health System Corporation$2.0B
MDParticipants 38,778
Syensqo USA LLC$1.9B
NJParticipants 8,339
The Aerospace Corporation, plan 003$1.8B
CAParticipants 6,290
International Paper Company, plan 118$1.8B
TNParticipants 23,864

Top client states

TX9 plans
NC8 plans
NJ8 plans
MD6 plans
CA4 plans

Frequently asked questions

Who uses Curcio Webb?: 64 retirement plans list Curcio Webb as a service provider on Schedule C of Form 5500. The largest clients by plan assets include United Parcel Service of America, Inc., L3HARRIS Technologies, Inc., Board of Trustees of the UPS/Ibt Full-Time Pension Plan, Travelers Companies, Inc. and Qualcomm Incorporated. Most client plans are sponsored in TX, NC and NJ.
How many plans does Curcio Webb serve?: Curcio Webb serves 64 retirement plans with $175.7B in plan assets and 1,513,607 participants, based on the latest Form 5500 filings through 2024.
What does Curcio Webb charge?: Plans reported $3.6M in total Schedule C compensation paid to Curcio Webb. The median plan paid $30K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served64+15 YoYRank #301 of mapped providers

Assets under administration$175.7B0.2%Rank #83 by share of filed assets

Fees received$4MMedian $29,764/planSum across Schedule C direct + indirect

Net wins YoY+1430 won - 16 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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5-year plans-served trajectory
Customer-base shape
Median fees per service
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Plans won and lost
Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Curcio Webb as recordkeeper and list their funds in their filing.

Plans

$879M in funds

In collective trusts

69%

average plan

In Curcio Webb funds

average plan

In index funds

33%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	1
Fidelity (FMR)	1
Allspring	1
Neuberger Berman	1
Franklin Templeton	1

Target-date series

None.

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.