Who uses National Financial Services?

667 retirement plans list National Financial Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Northwell Health, Inc., Wake Forest University Baptist Medical Center, Baptist Health South Florida, Inc. and The Medical College of Wisconsin, Inc.. Most client plans are sponsored in NY, CA and PA.

How many plans does National Financial Services serve?

National Financial Services serves 667 retirement plans with $121.6B in plan assets and 1,583,742 participants, based on the latest Form 5500 filings through 2024.

What does National Financial Services charge?

Plans reported $592K in total Schedule C compensation paid to National Financial Services. The median plan paid $0. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

National Financial Services

Matched across 15 name variants in the filings

National Financial Services summary

National Financial Services appears on 667 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $121.6B in assets for 1,583,742 participants. The median client plan holds $70.6M. Most client plans are sponsored in NY, CA and PA. The largest clients by plan assets are Northwell Health, Inc., Wake Forest University Baptist Medical Center and Baptist Health South Florida, Inc.. Plans reported $592K in direct and indirect compensation paid to National Financial Services. The median is $0 per plan.

Participants: 1,583,742
Median plan assets: $70.6M
Median plan participants: 950
Median fees per plan: $0; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Northwell Health, Inc., plan 003	NY	$12.1B	53,596
Wake Forest University Baptist Medical Center	NC	$4.1B	38,350
Baptist Health South Florida, Inc.	FL	$3.1B	35,200
The Medical College of Wisconsin, Inc.	WI	$3.0B	10,093
Northwell Health, Inc., plan 006	NY	$2.9B	46,906
Wellstar Health System, Inc.	GA	$2.8B	48,753
Lifepoint Health, Inc.	TN	$2.6B	68,144
Johns Hopkins Health System Corporation	MD	$2.0B	38,778
Wakemed	NC	$1.7B	16,757
Lee Health System, Inc.	FL	$1.5B	20,446
Southern Methodist University	TX	$1.3B	4,980
Southcoast Hospitals Group, Inc.	MA	$1.2B	10,777
Alliant Insurance Services, Inc.	CA	$1.2B	9,358
Trustees of IBEW Local Union No. 126 Retirement Plan	PA	$1.1B	6,762
New York Society for the Relief of the Ruptured and Crippled	NY	$1.0B	8,384
Thedacare Inc.	WI	$972M	9,623
Sparrow Health System	MI	$957M	12,784
Danone North America Public Benefit Corporation	NY	$898M	7,013
Shriners Hospitals for Children	FL	$845M	8,158
South Shore Hospital, Inc.	MA	$829M	11,169
Community Hospitals of Central California	CA	$821M	12,770
Endurance U.S. Holdings Corp.	GA	$793M	3,607
BHS Management Services Inc.	MA	$774M	6,075
Shook, Hardy & Bacon L.L.P.	MO	$746M	1,726
Alliance for Energy Innovation, LLC	CO	$723M	5,114

Northwell Health, Inc., plan 003$12.1B
NYParticipants 53,596
Wake Forest University Baptist Medical Center$4.1B
NCParticipants 38,350
Baptist Health South Florida, Inc.$3.1B
FLParticipants 35,200
The Medical College of Wisconsin, Inc.$3.0B
WIParticipants 10,093
Northwell Health, Inc., plan 006$2.9B
NYParticipants 46,906
Wellstar Health System, Inc.$2.8B
GAParticipants 48,753
Lifepoint Health, Inc.$2.6B
TNParticipants 68,144
Johns Hopkins Health System Corporation$2.0B
MDParticipants 38,778
Wakemed$1.7B
NCParticipants 16,757
Lee Health System, Inc.$1.5B
FLParticipants 20,446
Southern Methodist University$1.3B
TXParticipants 4,980
Southcoast Hospitals Group, Inc.$1.2B
MAParticipants 10,777
Alliant Insurance Services, Inc.$1.2B
CAParticipants 9,358
Trustees of IBEW Local Union No. 126 Retirement Plan$1.1B
PAParticipants 6,762
New York Society for the Relief of the Ruptured and Crippled$1.0B
NYParticipants 8,384
Thedacare Inc.$972M
WIParticipants 9,623
Sparrow Health System$957M
MIParticipants 12,784
Danone North America Public Benefit Corporation$898M
NYParticipants 7,013
Shriners Hospitals for Children$845M
FLParticipants 8,158
South Shore Hospital, Inc.$829M
MAParticipants 11,169
Community Hospitals of Central California$821M
CAParticipants 12,770
Endurance U.S. Holdings Corp.$793M
GAParticipants 3,607
BHS Management Services Inc.$774M
MAParticipants 6,075
Shook, Hardy & Bacon L.L.P.$746M
MOParticipants 1,726
Alliance for Energy Innovation, LLC$723M
COParticipants 5,114

Top client states

NY90 plans
CA58 plans
PA33 plans
FL32 plans
NJ30 plans

Frequently asked questions

Who uses National Financial Services?: 667 retirement plans list National Financial Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Northwell Health, Inc., Wake Forest University Baptist Medical Center, Baptist Health South Florida, Inc. and The Medical College of Wisconsin, Inc.. Most client plans are sponsored in NY, CA and PA.
How many plans does National Financial Services serve?: National Financial Services serves 667 retirement plans with $121.6B in plan assets and 1,583,742 participants, based on the latest Form 5500 filings through 2024.
What does National Financial Services charge?: Plans reported $592K in total Schedule C compensation paid to National Financial Services. The median plan paid $0. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served667-84 YoYRank #45 of mapped providers

Assets under administration$121.6B0.1%Rank #116 by share of filed assets

Fees received$592,480Median $0/planSum across Schedule C direct + indirect

Net wins YoY-6450 won - 114 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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