PlanOptica
Try Pro free

Filings through .

Lord Abbett

Matched across 54 name variants in the filings

Lord Abbett summary

Lord Abbett appears on 57 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $115.8B in assets for 2,516,528 participants. The median client plan holds $262M. Most client plans are sponsored in NY, PA and NJ. The largest clients by plan assets are Trustees of the National Electrical Benefit Fund, Trustees of the National Electrical Annuity Plan and Board of Trustees of 1199SEIU Health Care Employees Pension Fund. Plans reported $7.4M in direct and indirect compensation paid to Lord Abbett. The median is $0 per plan.

Participants
2,516,528
Median plan assets
$262M
Median plan participants
1,870
Median fees per plan
$0
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Trustees of the National Electrical Benefit FundMD$22.5B736,031
Trustees of the National Electrical Annuity PlanMD$20.7B195,719
Board of Trustees of 1199SEIU Health Care Employees Pension FundNY$19.0B301,189
Wells Fargo & CompanyMN$8.5B157,353
Trustees of UFCW Int'L Union - Industry Pension FundIL$8.2B204,155
Board of Trustees Eastern Atlantic States Carpenters Pension FundPA$7.8B65,862
Deseret Mutual Benefit AdministratorsUT$7.5B31,547
International Brotherhood of Electrical Workers' Pension Benefit FundDC$2.8B603,067
Board of Trustees of Carpenters Pension Fund of IllinoisIL$2.4B17,807
Board of Trustees Eastern Atlantic States Carpenters Annuity FundPA$2.4B33,816
BD of Trustees Heavy & General Laborers' of NJ Annuity FundNJ$1.7B15,091
Carilion ClinicVA$1.4B17,990
Executive Committee of the U.F.C.W Intl UnionDC$1.2B7,935
Board of Trustees, Desert States Employers & UFCWAZ$1.1B52,226
Board of Trustees Local 580 Pension FundNY$1.1B3,271
Metal Trades Branch Local 638 Pension FundNY$1.0B6,271
Board of Trustees of the Cement and Concrete Workers DC Pension FDNY$839M2,896
Board of Trustees Iron Workers Locals 40, 361 & 417 Pension FundNY$794M4,770
Board of Trustees of the 32BJ School Workers Pension FundNY$625M15,019
Board of Trustees Local 1298 Pension FundNY$479M3,227
Iron Workers District Council Phila Vicinity Retirement and PensionNJ$466M4,756
Trustees of Sheet Metal Workers Local Union No. 80 Pension FundMI$422M3,275
BD of Trustees IUOE Local 30 Pension FundNY$406M5,116
Ironworkers Local 11 Annuity Fund Board of TrusteesNJ$395M4,481
Pavers & Road Builders DC Annuity FundNY$379M5,405

Top client states

  • NY14 plans
  • PA6 plans
  • NJ4 plans
  • MA3 plans
  • MD3 plans

Frequently asked questions

Who uses Lord Abbett?
57 retirement plans list Lord Abbett as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of the National Electrical Benefit Fund, Trustees of the National Electrical Annuity Plan, Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Wells Fargo & Company and Trustees of UFCW Int'L Union - Industry Pension Fund. Most client plans are sponsored in NY, PA and NJ.
How many plans does Lord Abbett serve?
Lord Abbett serves 57 retirement plans with $115.8B in plan assets and 2,516,528 participants, based on the latest Form 5500 filings through 2024.
What does Lord Abbett charge?
Plans reported $7.4M in total Schedule C compensation paid to Lord Abbett. The median plan paid $0. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served57-7 YoYRank #302 of mapped providers
Assets under administration$115.8B0.1%Rank #110 by share of filed assets
Fees received$7MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY-17 won - 8 lostPlan-level switch detection

See full Lord Abbett analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets
Try Pro freeSee pricing