Who uses Investment Performance Services?

138 retirement plans list Investment Performance Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees Eastern Atlantic States Carpenters Pension Fund, Board of Trustees, Pension Trust Fund for Operating, National Automatic Sprinkler Industry Pension Fund JT Board of Trustee and Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees. Most client plans are sponsored in MD, PA and CA.

How many plans does Investment Performance Services serve?

Investment Performance Services serves 138 retirement plans with $79.5B in plan assets and 979,011 participants, based on the latest Form 5500 filings through 2024.

What does Investment Performance Services charge?

Plans reported $14.2M in total Schedule C compensation paid to Investment Performance Services. The median plan paid $75K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Investment Performance Services

Matched across 26 name variants in the filings

Investment Performance Services summary

Investment Performance Services appears on 138 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $79.5B in assets for 979,011 participants. The median client plan holds $138M. Most client plans are sponsored in MD, PA and CA. The largest clients by plan assets are Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees Eastern Atlantic States Carpenters Pension Fund and Board of Trustees, Pension Trust Fund for Operating. Plans reported $14.2M in direct and indirect compensation paid to Investment Performance Services. The median is $75K per plan.

Participants: 979,011
Median plan assets: $138M
Median plan participants: 2,058
Median fees per plan: $75K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Board of Trustees of the Western States Carpenters Pension Trust	CA	$14.5B	178,331
Board of Trustees Eastern Atlantic States Carpenters Pension Fund	PA	$7.8B	65,862
Board of Trustees, Pension Trust Fund for Operating	CA	$5.9B	46,443
National Automatic Sprinkler Industry Pension Fund JT Board of Trustee	MD	$5.3B	34,830
Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees	MD	$3.7B	30,601
Board of Trustees Eastern Atlantic States Carpenters Annuity Fund	PA	$2.4B	33,816
Bricklayers & Trowel Trades Intl Pension FD BD of Trustee	DC	$2.1B	77,108
Joint Board of Trustees of Teamsters Local 639	DC	$1.9B	9,634
Central Pennsylvania Teamsters Pension Fund, Trustees, plan 001	PA	$1.6B	24,970
Board of Trustees, Southern California IBEW-Neca	CA	$1.6B	18,310
Operating Engineers Local 825 Profit Sharing Fund	NJ	$1.5B	12,327
Board of Trustees, Felra & UFCW Pension	MD	$1.4B	38,136
Laborers' District Council Construction Industry Pension Fund	PA	$1.2B	9,405
Electrical Workers Local No 26 Pension Trust Fund	MD	$1.2B	14,495
International Union of Operting Eng. Pen Fund of E.pennsylvania and De	PA	$1.2B	7,255
Board of Trustees of the Steamship Trade Association of Baltimore,	MD	$1.1B	3,178
Trustees UFCW Local 1262 Pension Fund	NJ	$1.1B	25,203
The Board of Trustees of the Maritime Assoc. - I.L.A Retirement Plan	TX	$1.0B	5,289
BRD of Ttees UFCW Local One Pension Fund	NY	$1.0B	17,945
Local 68 Engineers Union Annuity Fund Board of Trustees	NJ	$971M	7,033
Pipe & Refrigeration Fitters Local 537	MA	$962M	3,883
Board of Trustees, IBEW 332 Pension Plan - Part a	CA	$897M	4,984
Trustees of IBEW Local 613 Defined Contribution Pension Plan	GA	$888M	7,553
Central Pennsylvania Teamsters Pension Fund, Trustees, plan 009	PA	$790M	7,791
Pipefitters Local Union NO.537	MA	$785M	3,374

Board of Trustees of the Western States Carpenters Pension Trust$14.5B
CAParticipants 178,331
Board of Trustees Eastern Atlantic States Carpenters Pension Fund$7.8B
PAParticipants 65,862
Board of Trustees, Pension Trust Fund for Operating$5.9B
CAParticipants 46,443
National Automatic Sprinkler Industry Pension Fund JT Board of Trustee$5.3B
MDParticipants 34,830
Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees$3.7B
MDParticipants 30,601
Board of Trustees Eastern Atlantic States Carpenters Annuity Fund$2.4B
PAParticipants 33,816
Bricklayers & Trowel Trades Intl Pension FD BD of Trustee$2.1B
DCParticipants 77,108
Joint Board of Trustees of Teamsters Local 639$1.9B
DCParticipants 9,634
Central Pennsylvania Teamsters Pension Fund, Trustees, plan 001$1.6B
PAParticipants 24,970
Board of Trustees, Southern California IBEW-Neca$1.6B
CAParticipants 18,310
Operating Engineers Local 825 Profit Sharing Fund$1.5B
NJParticipants 12,327
Board of Trustees, Felra & UFCW Pension$1.4B
MDParticipants 38,136
Laborers' District Council Construction Industry Pension Fund$1.2B
PAParticipants 9,405
Electrical Workers Local No 26 Pension Trust Fund$1.2B
MDParticipants 14,495
International Union of Operting Eng. Pen Fund of E.pennsylvania and De$1.2B
PAParticipants 7,255
Board of Trustees of the Steamship Trade Association of Baltimore,$1.1B
MDParticipants 3,178
Trustees UFCW Local 1262 Pension Fund$1.1B
NJParticipants 25,203
The Board of Trustees of the Maritime Assoc. - I.L.A Retirement Plan$1.0B
TXParticipants 5,289
BRD of Ttees UFCW Local One Pension Fund$1.0B
NYParticipants 17,945
Local 68 Engineers Union Annuity Fund Board of Trustees$971M
NJParticipants 7,033
Pipe & Refrigeration Fitters Local 537$962M
MAParticipants 3,883
Board of Trustees, IBEW 332 Pension Plan - Part a$897M
CAParticipants 4,984
Trustees of IBEW Local 613 Defined Contribution Pension Plan$888M
GAParticipants 7,553
Central Pennsylvania Teamsters Pension Fund, Trustees, plan 009$790M
PAParticipants 7,791
Pipefitters Local Union NO.537$785M
MAParticipants 3,374

Top client states

MD32 plans
PA23 plans
CA15 plans
NJ12 plans
NY11 plans

Frequently asked questions

Who uses Investment Performance Services?: 138 retirement plans list Investment Performance Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees Eastern Atlantic States Carpenters Pension Fund, Board of Trustees, Pension Trust Fund for Operating, National Automatic Sprinkler Industry Pension Fund JT Board of Trustee and Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees. Most client plans are sponsored in MD, PA and CA.
How many plans does Investment Performance Services serve?: Investment Performance Services serves 138 retirement plans with $79.5B in plan assets and 979,011 participants, based on the latest Form 5500 filings through 2024.
What does Investment Performance Services charge?: Plans reported $14.2M in total Schedule C compensation paid to Investment Performance Services. The median plan paid $75K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served138+4 YoYRank #150 of mapped providers

Assets under administration$79.5B0.1%Rank #248 by share of filed assets

Fees received$14MMedian $75,287/planSum across Schedule C direct + indirect

Net wins YoY+16 won - 5 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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Customer-base shape
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