Who uses Groom Law Group?

96 retirement plans list Groom Law Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Intel Corporation, Bank of America Corporation, National Rural Electric Cooperative Association, Pacific Gas and Electric Company and Eli Lilly and Company. Most client plans are sponsored in CA, VA and NY.

How many plans does Groom Law Group serve?

Groom Law Group serves 96 retirement plans with $267.6B in plan assets and 1,822,139 participants, based on the latest Form 5500 filings through 2024.

What does Groom Law Group charge?

Plans reported $13.4M in total Schedule C compensation paid to Groom Law Group. The median plan paid $56K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Groom Law Group

Matched across 18 name variants in the filings

Groom Law Group summary

Groom Law Group appears on 96 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $267.6B in assets for 1,822,139 participants. The median client plan holds $671M. Most client plans are sponsored in CA, VA and NY. The largest clients by plan assets are Intel Corporation, Bank of America Corporation and National Rural Electric Cooperative Association. Plans reported $13.4M in direct and indirect compensation paid to Groom Law Group. The median is $56K per plan.

Participants: 1,822,139
Median plan assets: $671M
Median plan participants: 5,937
Median fees per plan: $56K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Intel Corporation	CA	$27.4B	74,735
Bank of America Corporation	RI	$19.9B	154,763
National Rural Electric Cooperative Association, plan 444	VA	$19.1B	82,085
Pacific Gas and Electric Company	CA	$18.7B	59,597
Eli Lilly and Company	IN	$15.6B	33,954
Board of Trustees of the Western States Carpenters Pension Trust	CA	$14.5B	178,331
National Rural Electric Cooperative Association, plan 333	VA	$13.3B	76,938
Bae Systems, Inc., plan 003	VA	$12.0B	58,830
TWDC Enterprises 18 Corp.	CA	$11.0B	34,421
Warner Bros. Discovery, Inc.	NY	$9.2B	38,868
Delta Air Lines, Inc.	GA	$7.3B	81,907
Massachusetts Institute of Technology	MA	$6.8B	30,688
Cardinal Health, Inc.	OH	$5.7B	44,500
Berkshire Hathaway Credit Corporation	NE	$4.4B	30,384
Savings Board of the NFL Player Second Career Savings Plan	MD	$4.1B	11,630
Retirement Board of Bert Bell/Pete Rozelle NFL Player Retirement Plan	MD	$4.0B	15,591
National Telecommunications Cooperative Association, plan 334	VA	$3.8B	29,576
Umwa 1974 Pension Trust Board of Trustees	DC	$3.8B	71,051
Bae Systems, Inc., plan 050	VA	$3.7B	25,510
Factory Mutual Insurance Company	RI	$3.4B	9,055
Battelle Memorial Institute	OH	$3.4B	13,617
Linde Inc.	CT	$3.1B	16,470
Trustees of NYS Teamsters Conference	NY	$2.9B	32,032
National Telecommunications Cooperative Association, plan 333	VA	$2.7B	15,926
Ut-Battelle, LLC	TN	$2.6B	13,024

Intel Corporation$27.4B
CAParticipants 74,735
Bank of America Corporation$19.9B
RIParticipants 154,763
National Rural Electric Cooperative Association, plan 444$19.1B
VAParticipants 82,085
Pacific Gas and Electric Company$18.7B
CAParticipants 59,597
Eli Lilly and Company$15.6B
INParticipants 33,954
Board of Trustees of the Western States Carpenters Pension Trust$14.5B
CAParticipants 178,331
National Rural Electric Cooperative Association, plan 333$13.3B
VAParticipants 76,938
Bae Systems, Inc., plan 003$12.0B
VAParticipants 58,830
TWDC Enterprises 18 Corp.$11.0B
CAParticipants 34,421
Warner Bros. Discovery, Inc.$9.2B
NYParticipants 38,868
Delta Air Lines, Inc.$7.3B
GAParticipants 81,907
Massachusetts Institute of Technology$6.8B
MAParticipants 30,688
Cardinal Health, Inc.$5.7B
OHParticipants 44,500
Berkshire Hathaway Credit Corporation$4.4B
NEParticipants 30,384
Savings Board of the NFL Player Second Career Savings Plan$4.1B
MDParticipants 11,630
Retirement Board of Bert Bell/Pete Rozelle NFL Player Retirement Plan$4.0B
MDParticipants 15,591
National Telecommunications Cooperative Association, plan 334$3.8B
VAParticipants 29,576
Umwa 1974 Pension Trust Board of Trustees$3.8B
DCParticipants 71,051
Bae Systems, Inc., plan 050$3.7B
VAParticipants 25,510
Factory Mutual Insurance Company$3.4B
RIParticipants 9,055
Battelle Memorial Institute$3.4B
OHParticipants 13,617
Linde Inc.$3.1B
CTParticipants 16,470
Trustees of NYS Teamsters Conference$2.9B
NYParticipants 32,032
National Telecommunications Cooperative Association, plan 333$2.7B
VAParticipants 15,926
Ut-Battelle, LLC$2.6B
TNParticipants 13,024

Top client states

CA12 plans
VA11 plans
NY10 plans
DC9 plans
MD7 plans

Frequently asked questions

Who uses Groom Law Group?: 96 retirement plans list Groom Law Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Intel Corporation, Bank of America Corporation, National Rural Electric Cooperative Association, Pacific Gas and Electric Company and Eli Lilly and Company. Most client plans are sponsored in CA, VA and NY.
How many plans does Groom Law Group serve?: Groom Law Group serves 96 retirement plans with $267.6B in plan assets and 1,822,139 participants, based on the latest Form 5500 filings through 2024.
What does Groom Law Group charge?: Plans reported $13.4M in total Schedule C compensation paid to Groom Law Group. The median plan paid $56K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served96+16 YoYRank #198 of mapped providers

Assets under administration$267.6B0.3%Rank #41 by share of filed assets

Fees received$13MMedian $56,404/planSum across Schedule C direct + indirect

Net wins YoY+1735 won - 18 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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