95 retirement plans list KPMG LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Verizon Communications Inc., Citigroup Inc., Board of Trustees of 1199SEIU Health Care Employees Pension Fund, General Dynamics Corporation and The Goldman Sachs Group, Inc.. Most client plans are sponsored in NY, VA and MN.

How many plans does KPMG LLP serve?

KPMG LLP serves 95 retirement plans with $256.8B in plan assets and 2,225,534 participants, based on the latest Form 5500 filings through 2024.

What does KPMG LLP charge?

Plans reported $7.7M in total Schedule C compensation paid to KPMG LLP. The median plan paid $56K. Fees vary with plan size and the services each plan buys.

KPMG LLP 401(k) Clients: 95 Plans, $256.8B (2024)

KPMG LLP at a glance

KPMG LLP appears on 95 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $256.8B in assets for 2,225,534 participants. The median client plan holds $650M. Most client plans are sponsored in NY, VA and MN. The largest clients by plan assets are Verizon Communications Inc., Citigroup Inc. and Board of Trustees of 1199SEIU Health Care Employees Pension Fund. Plans reported $7.7M in direct and indirect compensation paid to KPMG LLP, a median of $56K per plan.

Participants: 2,225,534
Median plan assets: $650M
Median plan participants: 9,887
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
Verizon Communications Inc.	NJ	$31.3B	112,629
Citigroup Inc.	CT	$26.9B	117,332
Board of Trustees of 1199SEIU Health Care Employees Pension Fund	NY	$16.9B	296,800
General Dynamics Corporation	VA	$14.3B	70,316
The Goldman Sachs Group, Inc.	NY	$12.8B	49,526
Cargill, Incorporated	MN	$9.4B	41,581
3M Company	MN	$8.9B	25,001
General Dynamics Corporation	VA	$8.7B	43,839
Trustees of UFCW Int'L Union - Industry Pension Fund	IL	$8.2B	204,155
Pepsico, Inc.	NY	$6.8B	55,326
Massachusetts Institute of Technology	MA	$5.9B	30,211
Aetna Inc.	CT	$5.2B	49,504
The Bank of New York Mellon	PA	$5.2B	54,048
General Mills, Inc.	MN	$5.0B	24,384
Cbre Services, Inc.	TX	$4.9B	55,809
Pepsico, Inc.	NY	$4.2B	85,189
General Dynamics Corporation	VA	$4.1B	26,451
Verizon Communications Inc.	NJ	$3.7B	15,009
General Mills, Inc.	MN	$3.7B	22,179
Barclays Services Corporation	NY	$3.6B	19,531
Intermountain Health Care, Inc.	UT	$3.4B	40,022
Baycare Health System	FL	$3.1B	40,015
Duke University	NC	$2.8B	40,202
General Dynamics Corporation	VA	$2.7B	28,661
University Hospitals Health System	OH	$2.5B	38,968

Top client states

NY17 plans
VA12 plans
MN9 plans
FL5 plans
IL5 plans

Frequently asked questions

Who uses KPMG LLP?: 95 retirement plans list KPMG LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Verizon Communications Inc., Citigroup Inc., Board of Trustees of 1199SEIU Health Care Employees Pension Fund, General Dynamics Corporation and The Goldman Sachs Group, Inc.. Most client plans are sponsored in NY, VA and MN.
How many plans does KPMG LLP serve?: KPMG LLP serves 95 retirement plans with $256.8B in plan assets and 2,225,534 participants, based on the latest Form 5500 filings through 2024.
What does KPMG LLP charge?: Plans reported $7.7M in total Schedule C compensation paid to KPMG LLP. The median plan paid $56K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served95-6 YoYRank #210 of mapped providers

Assets under administration$256.8B0.3%Market share · rank #50

Fees received$8MMedian $56,298/planSum across Schedule C direct + indirect

Net wins YoY-811 won · 19 lostPlan-level switch detection

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