Filings through .
Goldman Sachs
Matched across 162 name variants in the filings
Goldman Sachs summary
Goldman Sachs appears on 232 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $317.4B in assets for 2,935,226 participants. The median client plan holds $156M. Most client plans are sponsored in PA, NY and TX. The largest clients by plan assets are United Parcel Service of America, Inc., Bank of America Corporation and Eli Lilly and Company. Plans reported $48.8M in direct and indirect compensation paid to Goldman Sachs. The median is $51K per plan.
- Participants
- 2,935,226
- Median plan assets
- $156M
- Median plan participants
- 1,734
- Median fees per plan
- $51K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- GAParticipants 142,919
- RIParticipants 154,763
- Eli Lilly and Company$15.6BINParticipants 33,954
- GAParticipants 103,495
- KPMG LLP$12.1BNJParticipants 54,015
- The Dow Chemical Company$11.2BMIParticipants 30,117
- Insperity Holdings, Inc.$10.9BTXParticipants 246,088
- Citigroup Inc.$10.0BCTParticipants 114,287
- Glaxosmithkline LLC$10.0BPAParticipants 21,352
- GAParticipants 253,097
- MNParticipants 157,353
- PAParticipants 124,466
- MAParticipants 71,452
- VAParticipants 25,094
- Farmers Group, Inc.$5.6BCAParticipants 27,651
- GAParticipants 42,315
- Aetna Inc.$5.3BCTParticipants 48,232
- Cbre Services, Inc.$4.9BTXParticipants 55,809
- ILParticipants 26,007
- TXParticipants 49,899
- GAParticipants 43,119
- Intuit Inc.$4.2BCAParticipants 41,891
- NXP USA, Inc.$4.1BTXParticipants 8,045
- ILParticipants 34,032
- DCParticipants 71,051
Top client states
- PA33 plans
- NY19 plans
- TX17 plans
- CA16 plans
- IL16 plans
Frequently asked questions
- Who uses Goldman Sachs?
- 232 retirement plans list Goldman Sachs as a service provider on Schedule C of Form 5500. The largest clients by plan assets include United Parcel Service of America, Inc., Bank of America Corporation, Eli Lilly and Company, Board of Trustees of the UPS/Ibt Full-Time Pension Plan and KPMG LLP. Most client plans are sponsored in PA, NY and TX.
- How many plans does Goldman Sachs serve?
- Goldman Sachs serves 232 retirement plans with $317.4B in plan assets and 2,935,226 participants, based on the latest Form 5500 filings through 2024.
- What does Goldman Sachs charge?
- Plans reported $48.8M in total Schedule C compensation paid to Goldman Sachs. The median plan paid $51K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served232+34 YoYRank #119 of mapped providers
Assets under administration$317.4B0.3%Rank #59 by share of filed assets
Fees received$49MMedian $50,600/planSum across Schedule C direct + indirect
Net wins YoY-1042 won - 52 lostPlan-level switch detection
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