How many plans does Lutz & Company, PC serve?

Lutz & Company, PC serves 39 retirement plans with $28.8B in plan assets and 234,302 participants, based on the latest Form 5500 filings through 2024.

What does Lutz & Company, PC charge?

Plans reported $1.5M in total Schedule C compensation paid to Lutz & Company, PC. The median plan paid $25K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Lutz & Company, PC

Matched across 22 name variants in the filings

Lutz & Company, PC summary

Lutz & Company, PC appears on 39 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $28.8B in assets for 234,302 participants. The median client plan holds $150M. Most client plans are sponsored in NE, IA and IL. The largest clients by plan assets are The Charles Schwab Corporation, Berkshire Hathaway Credit Corporation and Peter Kiewit Sons, Inc.. Plans reported $1.5M in direct and indirect compensation paid to Lutz & Company, PC. The median is $25K per plan.

Participants: 234,302
Median plan assets: $150M
Median plan participants: 1,487
Median fees per plan: $25K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
The Charles Schwab Corporation	TX	$10.7B	44,603
Berkshire Hathaway Credit Corporation	NE	$4.4B	30,384
Peter Kiewit Sons, Inc.	NE	$3.4B	32,312
Conagra Brands, Inc., plan 014	IL	$1.9B	12,410
Nebraska Medicine, plan 004	NE	$1.1B	12,778
Nebraska Medicine, plan 002	NE	$887M	12,519
Nebraska Methodist Health System, Inc.	NE	$869M	9,952
Creighton University	NE	$758M	4,924
Iowa Farm Bureau Federation and Affiliated Companies	IA	$562M	2,997
Medical Solutions, L.L.C.	NE	$552M	25,091
Newport Group, Inc.	PA	$488M	7,345
Father Flanagan's Boys' Home, plan 003	NE	$443M	4,621
Tenaska, Inc	NE	$438M	1,024
Union Bank & Trust Company	NE	$317M	2,122
Conagra Brands, Inc., plan 019	IL	$250M	8,652
Blue Cross and Blue Shield of Nebraska	NE	$228M	1,785
FBL Financial Group, Inc.	IA	$228M	1,487
Conagra Brands, Inc., plan 004	NE	$217M	4,349
Bunge USA Holdings, LLC	NE	$209M	1,552
Ajinomoto Health & Nutrition North America Inc.	IL	$150M	1,080
Board of Trustees Plumbers Local Union No. 16 Pension Plan	NE	$96.0M	863
Baxter Shared Services, LLC	NE	$75.6M	2,110
Koley Jessen P.C., L.L.O.	NE	$74.0M	282
Malnove Holding Company, Inc.	NE	$58.7M	685
Father Flanagan's Boys' Home, plan 001	NE	$56.8M	256

The Charles Schwab Corporation$10.7B
TXParticipants 44,603
Berkshire Hathaway Credit Corporation$4.4B
NEParticipants 30,384
Peter Kiewit Sons, Inc.$3.4B
NEParticipants 32,312
Conagra Brands, Inc., plan 014$1.9B
ILParticipants 12,410
Nebraska Medicine, plan 004$1.1B
NEParticipants 12,778
Nebraska Medicine, plan 002$887M
NEParticipants 12,519
Nebraska Methodist Health System, Inc.$869M
NEParticipants 9,952
Creighton University$758M
NEParticipants 4,924
Iowa Farm Bureau Federation and Affiliated Companies$562M
IAParticipants 2,997
Medical Solutions, L.L.C.$552M
NEParticipants 25,091
Newport Group, Inc.$488M
PAParticipants 7,345
Father Flanagan's Boys' Home, plan 003$443M
NEParticipants 4,621
Tenaska, Inc$438M
NEParticipants 1,024
Union Bank & Trust Company$317M
NEParticipants 2,122
Conagra Brands, Inc., plan 019$250M
ILParticipants 8,652
Blue Cross and Blue Shield of Nebraska$228M
NEParticipants 1,785
FBL Financial Group, Inc.$228M
IAParticipants 1,487
Conagra Brands, Inc., plan 004$217M
NEParticipants 4,349
Bunge USA Holdings, LLC$209M
NEParticipants 1,552
Ajinomoto Health & Nutrition North America Inc.$150M
ILParticipants 1,080
Board of Trustees Plumbers Local Union No. 16 Pension Plan$96.0M
NEParticipants 863
Baxter Shared Services, LLC$75.6M
NEParticipants 2,110
Koley Jessen P.C., L.L.O.$74.0M
NEParticipants 282
Malnove Holding Company, Inc.$58.7M
NEParticipants 685
Father Flanagan's Boys' Home, plan 001$56.8M
NEParticipants 256

Top client states

NE28 plans
IA5 plans
IL3 plans
TX2 plans
PA1 plan

Frequently asked questions

Who uses Lutz & Company, PC?: 39 retirement plans list Lutz & Company, PC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Charles Schwab Corporation, Berkshire Hathaway Credit Corporation, Peter Kiewit Sons, Inc., Conagra Brands, Inc. and Nebraska Medicine. Most client plans are sponsored in NE, IA and IL.
How many plans does Lutz & Company, PC serve?: Lutz & Company, PC serves 39 retirement plans with $28.8B in plan assets and 234,302 participants, based on the latest Form 5500 filings through 2024.
What does Lutz & Company, PC charge?: Plans reported $1.5M in total Schedule C compensation paid to Lutz & Company, PC. The median plan paid $25K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served39+6 YoYRank #472 of mapped providers

Assets under administration$28.8B0.0%Rank #534 by share of filed assets

Fees received$1MMedian $24,600/planSum across Schedule C direct + indirect

Net wins YoY+37 won - 4 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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