Filings through .
Futureplan
Matched across 3 name variants in the filings
Futureplan at a glance
Futureplan appears on 21 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.6B in assets for 16,831 participants. The median client plan holds $22.5M. Most client plans are sponsored in CA, IN and NE. The largest clients by plan assets are Utility Trailer Manufacturing Company, LLC, Palo Alto Foundation Medical Group, Inc. and Southwire Company, LLC. Plans reported $748K in direct and indirect compensation paid to Futureplan, a median of $15K per plan.
- Participants
- 16,831
- Median plan assets
- $22.5M
- Median plan participants
- 315
- Median fees per plan
- $15K
- Schedule C direct + indirect
Top 21 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Utility Trailer Manufacturing Company, LLC | CA | $472M | 3,365 |
| Palo Alto Foundation Medical Group, Inc. | CA | $471M | 1,076 |
| Southwire Company, LLC | GA | $154M | 6,219 |
| Mdwest One, P.C. | NE | $72.7M | 315 |
| Des Architects + Engineers | CA | $61.5M | 177 |
| Midwest Laboratories, Inc. | NE | $57.6M | 360 |
| Beelman Truck Company | IL | $55.6M | 1,242 |
| Harvard Bioscience, Inc. | MA | $53.1M | 419 |
| Jackson Lewis P.C. | NY | $49.1M | 326 |
| Nebraska Beef, Ltd. | NE | $23.1M | 1,067 |
| Cumberland International Trucks, Inc. | TN | $22.5M | 496 |
| Midwest America Federal Credit Union | IN | $17.4M | 260 |
| Larson Financial Group, LLC | MO | $17.1M | 281 |
| Automox, Inc. | CO | $15.7M | 305 |
| Tejon Ranchcorp | CA | $12.6M | 120 |
| Technical Associates of Georgia, Inc. | GA | $10.3M | 317 |
| Hollandia Produce, LLC | CA | $5.8M | 173 |
| William M. Perkins Company, Inc. | CA | $4.2M | 149 |
| Justus Rental Properties, Inc. | IN | $3.5M | 164 |
| Penske Motorsports Corp | IN | $258K | 0 |
| Alexandria Real Estate Equities, Inc. | CA | $0 | 0 |
Top client states
- CA7 plans
- IN3 plans
- NE3 plans
- GA2 plans
- CO1 plan
Frequently asked questions
- Who uses Futureplan?
- 21 retirement plans list Futureplan as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Utility Trailer Manufacturing Company, LLC, Palo Alto Foundation Medical Group, Inc., Southwire Company, LLC, Mdwest One, P.C. and Des Architects + Engineers. Most client plans are sponsored in CA, IN and NE.
- How many plans does Futureplan serve?
- Futureplan serves 21 retirement plans with $1.6B in plan assets and 16,831 participants, based on the latest Form 5500 filings through 2024.
- What does Futureplan charge?
- Plans reported $748K in total Schedule C compensation paid to Futureplan. The median plan paid $15K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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Fund lineups on plans this firm keeps
Large plans that name Futureplan as recordkeeper and list their funds in their filing.
Top managers in these lineups
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
| American Funds Target Date | 1 |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.