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Eagle Capital Management, LLC

Matched across 23 name variants in the filings

Eagle Capital Management, LLC summary

Eagle Capital Management, LLC appears on 37 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $52.7B in assets for 389,544 participants. The median client plan holds $385M. Most client plans are sponsored in NJ, NY and MI. The largest clients by plan assets are UBS Ag, Citigroup Inc. and Deseret Mutual Benefit Administrators. Plans reported $13.7M in direct and indirect compensation paid to Eagle Capital Management, LLC. The median is $218K per plan.

Participants
389,544
Median plan assets
$385M
Median plan participants
2,543
Median fees per plan
$218K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
UBS AgNJ$11.7B34,122
Citigroup Inc.CT$10.0B114,287
Deseret Mutual Benefit AdministratorsUT$7.5B31,547
NXP USA, Inc.TX$4.1B8,045
Northwell Health, Inc.NY$2.9B46,906
BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. PlanGA$2.7B12,399
Board of Trustees of the Equity-League Pension Trust FundNY$2.4B48,302
BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIONY$2.0B7,929
Wellstar Health System, Inc.GA$1.5B21,242
Cedars-SinaiCA$903M6,127
United Steel, Paper and Forestry, Rubber, Manufacturing, Energy, AlliePA$804M2,166
Board of Trustees Iron Workers Locals 40, 361 & 417 Pension FundNY$794M4,770
Board of Trustees of Iron Workers St. Louis District Council PensionMO$712M5,242
Trustees of Michigan Electrical Employees' Pension FundMI$624M5,705
Board of Trustees Local 351 Pension FundNJ$594M3,308
UBS Financial Services Inc.NJ$563M7,722
Trustees of Sheet Metal Workers Local Union No. 80 Pension FundMI$422M3,275
Refrigeration, a/C & Service Div. (Ua-NJ) Pension FundNJ$410M3,374
Munson HealthcareMI$385M2,543
Plumbers Local 9 Pension FundNJ$308M1,867
Plumbers Pension Fund Local 24 Board of TrusteesNJ$208M1,701
Trustees of Sheet Metal Workers Local 33 Pension PlanOH$200M1,341
American Commercial Barge Line LLCIN$139M1,652
Board of Trustees of Local 522 Pension FundNY$123M2,458
Pih HealthCA$121M2,898

Top client states

  • NJ8 plans
  • NY8 plans
  • MI5 plans
  • GA3 plans
  • CA2 plans

Frequently asked questions

Who uses Eagle Capital Management, LLC?
37 retirement plans list Eagle Capital Management, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include UBS Ag, Citigroup Inc., Deseret Mutual Benefit Administrators, NXP USA, Inc. and Northwell Health, Inc.. Most client plans are sponsored in NJ, NY and MI.
How many plans does Eagle Capital Management, LLC serve?
Eagle Capital Management, LLC serves 37 retirement plans with $52.7B in plan assets and 389,544 participants, based on the latest Form 5500 filings through 2024.
What does Eagle Capital Management, LLC charge?
Plans reported $13.7M in total Schedule C compensation paid to Eagle Capital Management, LLC. The median plan paid $218K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served37-13 YoYRank #436 of mapped providers
Assets under administration$52.7B0.1%Rank #291 by share of filed assets
Fees received$14MMedian $218,118/planSum across Schedule C direct + indirect
Net wins YoY-101 won - 11 lostPlan-level switch detection

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