39 retirement plans list Employee a as a service provider on Schedule C of Form 5500. The largest clients by plan assets include National Elevator Industry Pension Plan Plan Board of Trustees, Bot of the North Atlantic States Carpenters Pension Fund, Board of Trustees, Western Unite Here and Employers, Board of Trustees of the American Federation of Musicians and Employe and Board of Trustees of Massachusetts Laborers' Pension Fund. Most client plans are sponsored in CA, MA and CT.

How many plans does Employee a serve?

Employee a serves 39 retirement plans with $47.0B in plan assets and 556,596 participants, based on the latest Form 5500 filings through 2024.

What does Employee a charge?

Plans reported $20.6M in total Schedule C compensation paid to Employee a. The median plan paid $260K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Employee a

Matched across 46 name variants in the filings

Employee a summary

Employee a appears on 39 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $47.0B in assets for 556,596 participants. The median client plan holds $429M. Most client plans are sponsored in CA, MA and CT. The largest clients by plan assets are National Elevator Industry Pension Plan Plan Board of Trustees, Bot of the North Atlantic States Carpenters Pension Fund and Board of Trustees, Western Unite Here and Employers. Plans reported $20.6M in direct and indirect compensation paid to Employee a. The median is $260K per plan.

Participants: 556,596
Median plan assets: $429M
Median plan participants: 3,711
Median fees per plan: $260K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
National Elevator Industry Pension Plan Plan Board of Trustees	PA	$12.2B	54,107
Bot of the North Atlantic States Carpenters Pension Fund	MA	$5.4B	45,320
Board of Trustees, Western Unite Here and Employers	CA	$4.0B	158,780
Board of Trustees of the American Federation of Musicians and Employe	NY	$3.3B	52,901
Board of Trustees of Massachusetts Laborers' Pension Fund	MA	$2.8B	22,549
BD. of Trustees of Mass. Laborers Annuity Fund	MA	$2.6B	31,451
Pipeline Industry Pension Fund	OK	$1.9B	8,048
Board of Trustees of the Laborers National Pension Fund	TX	$1.7B	40,908
Board of Trustees of Central Laborers' Pension Fund	IL	$1.6B	16,759
Board of Trustees-New England Health Care Employees Pension Fund	CT	$1.2B	21,524
Board of Trustees of the Steamship Trade Association of Baltimore,	MD	$1.1B	3,178
Pipe & Refrigeration Fitters Local 537	MA	$962M	3,883
BD of Tees of Steamfitters Lu No 420 SRP	PA	$808M	8,249
Pipefitters Local Union NO.537	MA	$785M	3,374
Board of Trustees of Steamfitters Local Union No. 420 Pension Plan	PA	$724M	5,302
Connecticut Laborers' Pension Fund Board of Trustees	CT	$683M	6,981
Board of Trustees Waterfront Employers - Ila Pension Plan	SC	$520M	2,396
UFCW Union Local 919 & Contributing Empl Pension	CT	$512M	13,057
Board of Trustees, Pipe Trades District Council No 36	CA	$456M	2,939
Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund	MA	$429M	2,836
Pipeline Industry 401(k) Fund	OK	$380M	6,449
Plumbers and Steamfitters Local Union No. 33 Retirement Trust	IA	$377M	2,309
Board of Trustees, Airconditioning and Refrigeration	CA	$376M	3,735
Plumbers Union Local No. 12 Annuit	MA	$332M	3,369
Connecticut Laborers Annuity Fund Board of Trustees	CT	$309M	7,056

National Elevator Industry Pension Plan Plan Board of Trustees$12.2B
PAParticipants 54,107
Bot of the North Atlantic States Carpenters Pension Fund$5.4B
MAParticipants 45,320
Board of Trustees, Western Unite Here and Employers$4.0B
CAParticipants 158,780
Board of Trustees of the American Federation of Musicians and Employe$3.3B
NYParticipants 52,901
Board of Trustees of Massachusetts Laborers' Pension Fund$2.8B
MAParticipants 22,549
BD. of Trustees of Mass. Laborers Annuity Fund$2.6B
MAParticipants 31,451
Pipeline Industry Pension Fund$1.9B
OKParticipants 8,048
Board of Trustees of the Laborers National Pension Fund$1.7B
TXParticipants 40,908
Board of Trustees of Central Laborers' Pension Fund$1.6B
ILParticipants 16,759
Board of Trustees-New England Health Care Employees Pension Fund$1.2B
CTParticipants 21,524
Board of Trustees of the Steamship Trade Association of Baltimore,$1.1B
MDParticipants 3,178
Pipe & Refrigeration Fitters Local 537$962M
MAParticipants 3,883
BD of Tees of Steamfitters Lu No 420 SRP$808M
PAParticipants 8,249
Pipefitters Local Union NO.537$785M
MAParticipants 3,374
Board of Trustees of Steamfitters Local Union No. 420 Pension Plan$724M
PAParticipants 5,302
Connecticut Laborers' Pension Fund Board of Trustees$683M
CTParticipants 6,981
Board of Trustees Waterfront Employers - Ila Pension Plan$520M
SCParticipants 2,396
UFCW Union Local 919 & Contributing Empl Pension$512M
CTParticipants 13,057
Board of Trustees, Pipe Trades District Council No 36$456M
CAParticipants 2,939
Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund$429M
MAParticipants 2,836
Pipeline Industry 401(k) Fund$380M
OKParticipants 6,449
Plumbers and Steamfitters Local Union No. 33 Retirement Trust$377M
IAParticipants 2,309
Board of Trustees, Airconditioning and Refrigeration$376M
CAParticipants 3,735
Plumbers Union Local No. 12 Annuit$332M
MAParticipants 3,369
Connecticut Laborers Annuity Fund Board of Trustees$309M
CTParticipants 7,056

Top client states

CA8 plans
MA8 plans
CT7 plans
PA4 plans
MD2 plans

Frequently asked questions

Who uses Employee a?: 39 retirement plans list Employee a as a service provider on Schedule C of Form 5500. The largest clients by plan assets include National Elevator Industry Pension Plan Plan Board of Trustees, Bot of the North Atlantic States Carpenters Pension Fund, Board of Trustees, Western Unite Here and Employers, Board of Trustees of the American Federation of Musicians and Employe and Board of Trustees of Massachusetts Laborers' Pension Fund. Most client plans are sponsored in CA, MA and CT.
How many plans does Employee a serve?: Employee a serves 39 retirement plans with $47.0B in plan assets and 556,596 participants, based on the latest Form 5500 filings through 2024.
What does Employee a charge?: Plans reported $20.6M in total Schedule C compensation paid to Employee a. The median plan paid $260K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served39+7 YoYRank #489 of mapped providers

Assets under administration$47.0B0.0%Rank #392 by share of filed assets

Fees received$21MMedian $259,663/planSum across Schedule C direct + indirect

Net wins YoY+23 won - 1 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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Median fees per service
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Top plans by assets

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