Who uses Eberts & Harrison?

17 retirement plans list Eberts & Harrison as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees, Nysa-Ila Pension Trust Fund and Plan, Board of Trustees of the Amalgamated Transit Union, Bricklayers and Trowel Trades International Pension Fund, Board of Trustees, Operating Engineers Pension Trust Fund of Washingto and Trustees of Plumbers and Pipefitters Local Union No. 572 Pension Fund. Most client plans are sponsored in DC, MI and IL.

How many plans does Eberts & Harrison serve?

Eberts & Harrison serves 17 retirement plans with $3.4B in plan assets and 79,475 participants, based on the latest Form 5500 filings through 2024.

What does Eberts & Harrison charge?

Plans reported $514K in total Schedule C compensation paid to Eberts & Harrison. The median plan paid $10K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Eberts & Harrison

Matched across 9 name variants in the filings

Eberts & Harrison summary

Eberts & Harrison appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.4B in assets for 79,475 participants. The median client plan holds $63.3M. Most client plans are sponsored in DC, MI and IL. The largest clients by plan assets are Board of Trustees, Nysa-Ila Pension Trust Fund and Plan, Board of Trustees of the Amalgamated Transit Union and Bricklayers and Trowel Trades International Pension Fund. Plans reported $514K in direct and indirect compensation paid to Eberts & Harrison. The median is $10K per plan.

Participants: 79,475
Median plan assets: $63.3M
Median plan participants: 695
Median fees per plan: $10K; Schedule C direct + indirect

Top 17 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Board of Trustees, Nysa-Ila Pension Trust Fund and Plan	NJ	$1.5B	8,635
Board of Trustees of the Amalgamated Transit Union	IL	$306M	25,060
Bricklayers and Trowel Trades International Pension Fund	DC	$304M	23,493
Board of Trustees, Operating Engineers Pension Trust Fund of Washingto	MD	$223M	2,939
Trustees of Plumbers and Pipefitters Local Union No. 572 Pension Fund	TN	$212M	2,600
American Federation of State, County and Municipal Employees	DC	$205M	1,561
Tforce Freight, Inc	VA	$198M	10,493
Communications WKRS of America	DC	$119M	1,264
Board of Trustee Mssa-Ila Pension Plan	AL	$63.3M	571
Board of Trustees of the IBEW Local No. 32 - Neca Pension Plan	MI	$47.2M	499
Board of Trustees Insulators Local 45 Defined Contribution Pension	MI	$45.5M	695
Board of Trustees IBEW Local No 32 Neca Psap	MI	$44.5M	402
Asbestos Workers Local 84 Pension	IN	$32.7M	444
Cleveland Longshoremen's Pension Fund	OH	$19.4M	126
Board of Trustees of the Pressmen Local 72 401(k) Retirement Plan	MD	$15.4M	374
Amalgamated Transit Union	IL	$14.5M	222
Board of Trustees, Shasta-Butte Electrical Workers	CA	$7.3M	97

Board of Trustees, Nysa-Ila Pension Trust Fund and Plan$1.5B
NJParticipants 8,635
Board of Trustees of the Amalgamated Transit Union$306M
ILParticipants 25,060
Bricklayers and Trowel Trades International Pension Fund$304M
DCParticipants 23,493
Board of Trustees, Operating Engineers Pension Trust Fund of Washingto$223M
MDParticipants 2,939
Trustees of Plumbers and Pipefitters Local Union No. 572 Pension Fund$212M
TNParticipants 2,600
American Federation of State, County and Municipal Employees$205M
DCParticipants 1,561
Tforce Freight, Inc$198M
VAParticipants 10,493
Communications WKRS of America$119M
DCParticipants 1,264
Board of Trustee Mssa-Ila Pension Plan$63.3M
ALParticipants 571
Board of Trustees of the IBEW Local No. 32 - Neca Pension Plan$47.2M
MIParticipants 499
Board of Trustees Insulators Local 45 Defined Contribution Pension$45.5M
MIParticipants 695
Board of Trustees IBEW Local No 32 Neca Psap$44.5M
MIParticipants 402
Asbestos Workers Local 84 Pension$32.7M
INParticipants 444
Cleveland Longshoremen's Pension Fund$19.4M
OHParticipants 126
Board of Trustees of the Pressmen Local 72 401(k) Retirement Plan$15.4M
MDParticipants 374
Amalgamated Transit Union$14.5M
ILParticipants 222
Board of Trustees, Shasta-Butte Electrical Workers$7.3M
CAParticipants 97

Top client states

DC3 plans
MI3 plans
IL2 plans
MD2 plans
AL1 plan

Frequently asked questions

Who uses Eberts & Harrison?: 17 retirement plans list Eberts & Harrison as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees, Nysa-Ila Pension Trust Fund and Plan, Board of Trustees of the Amalgamated Transit Union, Bricklayers and Trowel Trades International Pension Fund, Board of Trustees, Operating Engineers Pension Trust Fund of Washingto and Trustees of Plumbers and Pipefitters Local Union No. 572 Pension Fund. Most client plans are sponsored in DC, MI and IL.
How many plans does Eberts & Harrison serve?: Eberts & Harrison serves 17 retirement plans with $3.4B in plan assets and 79,475 participants, based on the latest Form 5500 filings through 2024.
What does Eberts & Harrison charge?: Plans reported $514K in total Schedule C compensation paid to Eberts & Harrison. The median plan paid $10K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served17+5 YoYRank #1173 of mapped providers

Assets under administration$3.4B0.0%Rank #2985 by share of filed assets

Fees received$513,578Median $9,897/planSum across Schedule C direct + indirect

Net wins YoY+03 won - 3 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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