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Larson Financial Group LLC
Matched across 5 name variants in the filings
Larson Financial Group LLC summary
Larson Financial Group LLC appears on 21 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $36.7B in assets for 298,014 participants. The median client plan holds $548M. Most client plans are sponsored in FL, IN and MN. The largest clients by plan assets are The Cleveland Clinic Foundation, Indiana University Health Inc. and Penn State Health. Plans reported $431K in direct and indirect compensation paid to Larson Financial Group LLC. The median is $11K per plan.
- Participants
- 298,014
- Median plan assets
- $548M
- Median plan participants
- 3,025
- Median fees per plan
- $11K
- Schedule C direct + indirect
Top 21 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| The Cleveland Clinic Foundation | OH | $10.5B | 88,028 |
| Indiana University Health Inc. | IN | $5.3B | 53,786 |
| Penn State Health, plan 001 | PA | $3.4B | 22,299 |
| U.S. Anesthesia Partners, Inc | TX | $3.3B | 7,706 |
| Baptist Health South Florida, Inc. | FL | $3.1B | 35,200 |
| The Medical College of Wisconsin, Inc. | WI | $3.0B | 10,093 |
| Ameriteam Services, LLC | TN | $2.1B | 24,670 |
| Carle Foundation Hospital and Affiliates | IL | $1.4B | 18,886 |
| Shook, Hardy & Bacon L.L.P. | MO | $746M | 1,726 |
| Penn State Health, plan 002 | PA | $608M | 20,970 |
| McFarland Clinic, P.C. | IA | $548M | 1,843 |
| Prevea Clinic, Inc. | WI | $547M | 2,764 |
| City of Hope Medical Group, Inc. | CA | $467M | 813 |
| Metropolitan Anesthesia Network, LLP | MN | $431M | 671 |
| Watson Clinic LLP | FL | $377M | 3,025 |
| Emergency Physicians Professional Association | MN | $352M | 744 |
| Salina Regional Health Center | KS | $216M | 3,468 |
| Providence Anesthesiology Associates P.A. | NC | $138M | 361 |
| Orthopaedics Northeast, PC | IN | $119M | 590 |
| Metro-West Anesthesia Group, Inc. | MO | $115M | 236 |
| Radiology Associates, P.C. | OR | $47.6M | 135 |
- OHParticipants 88,028
- INParticipants 53,786
- PAParticipants 22,299
- TXParticipants 7,706
- FLParticipants 35,200
- WIParticipants 10,093
- TNParticipants 24,670
- ILParticipants 18,886
- MOParticipants 1,726
- PAParticipants 20,970
- IAParticipants 1,843
- Prevea Clinic, Inc.$547MWIParticipants 2,764
- CAParticipants 813
- MNParticipants 671
- Watson Clinic LLP$377MFLParticipants 3,025
- MNParticipants 744
- KSParticipants 3,468
- NCParticipants 361
- INParticipants 590
- MOParticipants 236
- ORParticipants 135
Top client states
- FL2 plans
- IN2 plans
- MN2 plans
- MO2 plans
- PA2 plans
Frequently asked questions
- Who uses Larson Financial Group LLC?
- 21 retirement plans list Larson Financial Group LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Cleveland Clinic Foundation, Indiana University Health Inc., Penn State Health, U.S. Anesthesia Partners, Inc and Baptist Health South Florida, Inc.. Most client plans are sponsored in FL, IN and MN.
- How many plans does Larson Financial Group LLC serve?
- Larson Financial Group LLC serves 21 retirement plans with $36.7B in plan assets and 298,014 participants, based on the latest Form 5500 filings through 2024.
- What does Larson Financial Group LLC charge?
- Plans reported $431K in total Schedule C compensation paid to Larson Financial Group LLC. The median plan paid $11K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served21+2 YoYRank #752 of mapped providers
Assets under administration$36.7B0.0%Rank #380 by share of filed assets
Fees received$430,795Median $10,946/planSum across Schedule C direct + indirect
Net wins YoY+24 won - 2 lostPlan-level switch detection
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