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Eide Bailly LLP

Matched across 32 name variants in the filings

Eide Bailly LLP summary

Eide Bailly LLP appears on 183 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $64.9B in assets for 881,592 participants. The median client plan holds $74.4M. Most client plans are sponsored in CA, MN and ID. The largest clients by plan assets are Aecom, Carpenters Pension Trust Fund and CRH. Plans reported $6.4M in direct and indirect compensation paid to Eide Bailly LLP. The median is $18K per plan.

Participants
881,592
Median plan assets
$74.4M
Median plan participants
943
Median fees per plan
$18K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
AecomTX$7.4B32,081
Carpenters Pension Trust FundCA$6.6B50,394
CRHGA$4.8B55,484
Carpenters Annuity Trust Fund for Northern CaliforniaCA$3.5B64,162
Board of Trustees, UFCW No. California Employers Joint Pension PlanCA$2.9B136,045
Essentia HealthMN$2.6B21,072
Nutrien US LLCCO$2.3B17,067
Southern California Pipe Trades Retirement FundCA$1.8B15,745
St. Luke's Health System, Ltd.ID$1.4B24,074
Saint Francis Health System IncOK$1.2B15,392
Sierra Nevada Company, LLCNV$1.2B6,282
Board of Trustees Retirement Plan for Hospital EmployeesCA$1.1B11,180
Idaho Power CompanyID$1.0B4,833
Board of Trustees, IBEW Local 332 Pension Plan Part BCA$1.0B4,083
Taylor CorporationMN$986M10,144
Board of Trustees, IBEW 332 Pension Plan - Part aCA$897M4,984
Boise Cascade CompanyID$858M5,133
R1 RCM Holdco Inc.UT$800M17,954
Cement Masons Pension Trust Fund for N.calCA$775M5,984
Board of Trustees, Hawaii Carpenters FinancialHI$721M7,426
PCS Administration USA, Inc.CO$712M2,566
R.D. Offutt CompanyND$702M6,727
Western States Office & Professional EmpCA$626M6,561
Children's Hospital & Medical CenterNE$553M4,934
Alaska Teamster Employer Pension TrustAK$534M9,416

Top client states

  • CA30 plans
  • MN20 plans
  • ID17 plans
  • SD15 plans
  • CO14 plans

Frequently asked questions

Who uses Eide Bailly LLP?
183 retirement plans list Eide Bailly LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Aecom, Carpenters Pension Trust Fund, CRH, Carpenters Annuity Trust Fund for Northern California and Board of Trustees, UFCW No. California Employers Joint Pension Plan. Most client plans are sponsored in CA, MN and ID.
How many plans does Eide Bailly LLP serve?
Eide Bailly LLP serves 183 retirement plans with $64.9B in plan assets and 881,592 participants, based on the latest Form 5500 filings through 2024.
What does Eide Bailly LLP charge?
Plans reported $6.4M in total Schedule C compensation paid to Eide Bailly LLP. The median plan paid $18K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served183+23 YoYRank #127 of mapped providers
Assets under administration$64.9B0.1%Rank #277 by share of filed assets
Fees received$6MMedian $18,000/planSum across Schedule C direct + indirect
Net wins YoY+1247 won - 35 lostPlan-level switch detection

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