Filings through .
Eaton Vance
Matched across 29 name variants in the filings
Eaton Vance summary
Eaton Vance appears on 24 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $18.6B in assets for 172,229 participants. The median client plan holds $82.7M. Most client plans are sponsored in NY, MN and CA. The largest clients by plan assets are Liberty Mutual Group Inc., Xcel Energy Inc. and Board of Trustees of the Painting Industry Annuity Fund. Plans reported $2.6M in direct and indirect compensation paid to Eaton Vance. The median is $9K per plan.
- Participants
- 172,229
- Median plan assets
- $82.7M
- Median plan participants
- 726
- Median fees per plan
- $9K
- Schedule C direct + indirect
Top 24 client plans by assets
Latest Form 5500 filing per plan through 2024
- MAParticipants 48,393
- MNParticipants 11,823
- NYParticipants 8,541
- MNParticipants 6,357
- NYParticipants 77,292
- NYParticipants 3,227
- NYParticipants 2,804
- MNParticipants 2,186
- NYParticipants 2,968
- MDParticipants 2,939
- MNParticipants 1,680
- NYParticipants 683
- OHParticipants 291
- NMParticipants 327
- FLParticipants 768
- Fiducial, Inc.$10.3MMDParticipants 129
- Cti III LLC$9.3MCAParticipants 106
- Endotronix, Inc.$9.1MILParticipants 157
- Pci Group, Inc.$8.6MSCParticipants 374
- GAParticipants 163
- MOParticipants 162
- CAParticipants 481
- AZParticipants 378
- VAParticipants 0
Top client states
- NY6 plans
- MN4 plans
- CA2 plans
- MD2 plans
- AZ1 plan
Frequently asked questions
- Who uses Eaton Vance?
- 24 retirement plans list Eaton Vance as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Liberty Mutual Group Inc., Xcel Energy Inc., Board of Trustees of the Painting Industry Annuity Fund and Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund. Most client plans are sponsored in NY, MN and CA.
- How many plans does Eaton Vance serve?
- Eaton Vance serves 24 retirement plans with $18.6B in plan assets and 172,229 participants, based on the latest Form 5500 filings through 2024.
- What does Eaton Vance charge?
- Plans reported $2.6M in total Schedule C compensation paid to Eaton Vance. The median plan paid $9K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served24-11 YoYRank #581 of mapped providers
Assets under administration$18.6B0.0%Rank #769 by share of filed assets
Fees received$3MMedian $9,390/planSum across Schedule C direct + indirect
Net wins YoY-73 won - 10 lostPlan-level switch detection
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