Filings through .
Federated Hermes
Matched across 60 name variants in the filings
Federated Hermes summary
Federated Hermes appears on 49 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $23.6B in assets for 97,245 participants. The median client plan holds $18.7M. Most client plans are sponsored in PA, NY and MA. The largest clients by plan assets are Consolidated Edison Company of New York, Inc., Highmark Health and Board of Trustees of the Steamship Trade Association of Baltimore,. Plans reported $1.9M in direct and indirect compensation paid to Federated Hermes. The median is $0 per plan.
- Participants
- 97,245
- Median plan assets
- $18.7M
- Median plan participants
- 316
- Median fees per plan
- $0
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- NYParticipants 26,293
- Highmark Health$3.1BPAParticipants 33,878
- MDParticipants 3,178
- CAParticipants 10,634
- MAParticipants 2,895
- PAParticipants 1,631
- NYParticipants 1,968
- PAParticipants 1,047
- PAParticipants 659
- KSParticipants 854
- PAParticipants 681
- NYParticipants 457
- PAParticipants 552
- G3 Technologies Inc$64.0MMDParticipants 308
- NYParticipants 753
- York Water Company$45.4MPAParticipants 106
- TXParticipants 183
- Burnham Holdings, Inc.$36.8MPAParticipants 317
- Stewart & Tate, Inc.$30.1MPAParticipants 311
- Robson Forensic, Inc.$28.7MPAParticipants 247
- Saxton & Stump, LLC$27.7MPAParticipants 217
- J.W. Pepper & Son, Inc.$23.3MPAParticipants 217
- Annin & Co.$20.8MNJParticipants 389
- What If Media Group, LLC$19.6MNJParticipants 199
- Kognitiv, Inc$18.7MMAParticipants 161
Top client states
- PA13 plans
- NY6 plans
- MA4 plans
- NJ4 plans
- NC3 plans
Frequently asked questions
- Who uses Federated Hermes?
- 49 retirement plans list Federated Hermes as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Consolidated Edison Company of New York, Inc., Highmark Health, Board of Trustees of the Steamship Trade Association of Baltimore,, Board of Trustees for Pacific Coast Roofers Pension Plan and Sturdy Memorial Hospital Inc. Most client plans are sponsored in PA, NY and MA.
- How many plans does Federated Hermes serve?
- Federated Hermes serves 49 retirement plans with $23.6B in plan assets and 97,245 participants, based on the latest Form 5500 filings through 2024.
- What does Federated Hermes charge?
- Plans reported $1.9M in total Schedule C compensation paid to Federated Hermes. The median plan paid $0. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served49+9 YoYRank #414 of mapped providers
Assets under administration$23.6B0.0%Rank #598 by share of filed assets
Fees received$2MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY+311 won - 8 lostPlan-level switch detection
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