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Neuberger Berman

Matched across 62 name variants in the filings

Neuberger Berman summary

Neuberger Berman appears on 62 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $167.7B in assets for 941,770 participants. The median client plan holds $306M. Most client plans are sponsored in IL, NY and VA. The largest clients by plan assets are International Business Machines Corporation and National Rural Electric Cooperative Association. Plans reported $14.4M in direct and indirect compensation paid to Neuberger Berman. The median is $82K per plan.

Participants
941,770
Median plan assets
$306M
Median plan participants
2,289
Median fees per plan
$82K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
International Business Machines CorporationNY$64.5B144,897
National Rural Electric Cooperative Association, plan 444VA$19.1B82,085
National Rural Electric Cooperative Association, plan 333VA$13.3B76,938
The Prudential Insurance Company of AmericaNJ$12.2B42,793
The Dow Chemical CompanyMI$11.2B30,117
B/O/T United Association National Pension FundVA$7.7B196,837
Travelers Companies, Inc.MN$4.5B46,131
Building Trades United Pension Trust FundWI$3.5B28,408
HSBC North America Holdings Inc.IL$3.2B37,888
Board of Directors of Pentegra Defined Benefit PlanNY$3.0B15,292
Automobile Club of So California, plan 001CA$2.7B24,697
Board of Trustees of Eca Chicago and Local Union 134 IBEW Pension PlanIL$2.7B19,809
Union Carbide Corporation C/O the Dow Chemical CompanyMI$2.2B30,606
Aramco Shared Benefits CompanyTX$1.8B1,622
Board of Trustees - Indiana Laborers Pension FundIN$1.8B28,807
Automobile Club of So California California, plan 002CA$1.8B17,787
Littler Mendelson, P.C.CA$1.2B3,418
Construction Industry Laborers Pension FundMO$1.2B14,476
Les Schwab Warehouse Center, LLCOR$954M8,968
BD of Tr Oper Eng Cons. Industry Miscellaneous Pension FundPA$932M10,308
Continental Casualty CompanyIL$886M5,874
Board of Trustees of the Sheet Metal Workers 73 Pension FundIL$786M5,310
Abb Inc.NC$713M10,770
The Nemours FoundationFL$673M3,172
Board of Trustees of Metal Lathers Local 46 Pension FundNY$584M2,398

Top client states

  • IL12 plans
  • NY5 plans
  • VA5 plans
  • CA3 plans
  • FL3 plans

Frequently asked questions

Who uses Neuberger Berman?
62 retirement plans list Neuberger Berman as a service provider on Schedule C of Form 5500. The largest clients by plan assets include International Business Machines Corporation, National Rural Electric Cooperative Association, The Prudential Insurance Company of America and The Dow Chemical Company. Most client plans are sponsored in IL, NY and VA.
How many plans does Neuberger Berman serve?
Neuberger Berman serves 62 retirement plans with $167.7B in plan assets and 941,770 participants, based on the latest Form 5500 filings through 2024.
What does Neuberger Berman charge?
Plans reported $14.4M in total Schedule C compensation paid to Neuberger Berman. The median plan paid $82K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served62+5 YoYRank #320 of mapped providers
Assets under administration$167.7B0.2%Rank #80 by share of filed assets
Fees received$14MMedian $81,970/planSum across Schedule C direct + indirect
Net wins YoY+211 won - 9 lostPlan-level switch detection

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