Filings through .
Northern Trust Company
Matched across 96 name variants in the filings
Northern Trust Company summary
Northern Trust Company appears on 684 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.14T in assets for 10,567,537 participants. The median client plan holds $397M. Most client plans are sponsored in IL, NY and TX. The largest clients by plan assets are Walmart Inc., Trustees of Central States, SE and SW Areas Pension Fund and State Farm Mutual Automobile Insurance Company. Plans reported $133M in direct and indirect compensation paid to Northern Trust Company. The median is $86K per plan.
- Participants
- 10,567,537
- Median plan assets
- $397M
- Median plan participants
- 3,310
- Median fees per plan
- $86K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- Walmart Inc.$50.8BARParticipants 1,970,230
- ILParticipants 323,722
- ILParticipants 113,538
- NYParticipants 78,524
- TXParticipants 37,725
- Accenture LLP$24.5BILParticipants 107,898
- Pfizer Inc.$24.2BNYParticipants 51,853
- Caterpillar Inc.$23.1BTXParticipants 59,937
- OHParticipants 69,403
- NYParticipants 301,189
- NYParticipants 146,564
- FLParticipants 73,044
- The Home Depot, Inc.$15.7BGAParticipants 468,817
- Mayo Clinic$13.3BMNParticipants 96,323
- TXParticipants 46,539
- Bae Systems, Inc.$12.0BVAParticipants 58,830
- Siemens Corporation$11.2BNJParticipants 46,141
- The Dow Chemical Company$11.2BMIParticipants 30,117
- Novartis Corporation$11.1BNJParticipants 23,779
- Amgen Inc.$9.0BCAParticipants 23,380
- TXParticipants 20,641
- VAParticipants 38,397
- TXParticipants 60,896
- NJParticipants 46,770
- Phillips 66 Company$8.5BTXParticipants 17,754
Top client states
- IL105 plans
- NY66 plans
- TX62 plans
- CA51 plans
- NJ42 plans
Frequently asked questions
- Who uses Northern Trust Company?
- 684 retirement plans list Northern Trust Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Walmart Inc., Trustees of Central States, SE and SW Areas Pension Fund, State Farm Mutual Automobile Insurance Company, Morgan Stanley Domestic Holdings, LLC and Exxon Mobil Corporation. Most client plans are sponsored in IL, NY and TX.
- How many plans does Northern Trust Company serve?
- Northern Trust Company serves 684 retirement plans with $1.14T in plan assets and 10,567,537 participants, based on the latest Form 5500 filings through 2024.
- What does Northern Trust Company charge?
- Plans reported $133M in total Schedule C compensation paid to Northern Trust Company. The median plan paid $86K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served684-1 YoYRank #46 of mapped providers
Assets under administration$1.14T1.2%Rank #8 by share of filed assets
Fees received$133MMedian $85,756/planSum across Schedule C direct + indirect
Net wins YoY-673 won - 79 lostPlan-level switch detection
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