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Ogletree Deakins
Matched across 57 name variants in the filings
Ogletree Deakins summary
Ogletree Deakins appears on 23 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $17.5B in assets for 122,272 participants. The median client plan holds $183M. Most client plans are sponsored in OR, TX and MI. The largest clients by plan assets are Astrazeneca Pharmaceuticals LP, J.R. Simplot Company, LLC and Vertiv Group Corporation. Plans reported $647K in direct and indirect compensation paid to Ogletree Deakins. The median is $21K per plan.
- Participants
- 122,272
- Median plan assets
- $183M
- Median plan participants
- 1,905
- Median fees per plan
- $21K
- Schedule C direct + indirect
Top 23 client plans by assets
Latest Form 5500 filing per plan through 2024
- DEParticipants 27,192
- IDParticipants 12,751
- OHParticipants 7,938
- Fca US LLC$787MMIParticipants 8,286
- GAParticipants 13,677
- Unifirst Corporation$608MMAParticipants 13,725
- ORParticipants 3,322
- NVParticipants 19,175
- Arxada, LLC$378MNJParticipants 2,293
- TXParticipants 2,501
- NYParticipants 2,559
- Phinia Inc.$183MMIParticipants 666
- NYParticipants 1,905
- ORParticipants 1,722
- TXParticipants 552
- ORParticipants 1,384
- Consolidated Supply Co.$68.5MORParticipants 746
- Peerless Pump Company$43.1MINParticipants 436
- ORParticipants 750
- TXParticipants 120
- NCParticipants 572
- ALParticipants 0
- CAParticipants 0
Top client states
- OR5 plans
- TX3 plans
- MI2 plans
- NY2 plans
- AL1 plan
Frequently asked questions
- Who uses Ogletree Deakins?
- 23 retirement plans list Ogletree Deakins as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Astrazeneca Pharmaceuticals LP, J.R. Simplot Company, LLC, Vertiv Group Corporation, Fca US LLC and The Quikrete Companies, LLC. Most client plans are sponsored in OR, TX and MI.
- How many plans does Ogletree Deakins serve?
- Ogletree Deakins serves 23 retirement plans with $17.5B in plan assets and 122,272 participants, based on the latest Form 5500 filings through 2024.
- What does Ogletree Deakins charge?
- Plans reported $647K in total Schedule C compensation paid to Ogletree Deakins. The median plan paid $21K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served23-2 YoYRank #764 of mapped providers
Assets under administration$17.5B0.0%Rank #771 by share of filed assets
Fees received$647,461Median $21,050/planSum across Schedule C direct + indirect
Net wins YoY-47 won - 11 lostPlan-level switch detection
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