OPPENHEIMER
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Oppenheimer at a glance
Oppenheimer appears on 81 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $7.6B in assets for 93,070 participants. The median client plan holds $15.7M. Most client plans are sponsored in CA, OH and TX. The largest clients by plan assets are Foley & Lardner LLP, Paul Hastings LLP and Covenant Health. Plans reported $2.6M in direct and indirect compensation paid to Oppenheimer, a median of $28K per plan.
- Participants
- 93,070
- Median plan assets
- $15.7M
- Median plan participants
- 347
- Median fees per plan
- $28K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Foley & Lardner LLP | WI | $1.7B | 3,511 |
| Paul Hastings LLP | CA | $1.1B | 3,941 |
| Covenant Health | TN | $894M | 12,083 |
| Ballad Health | TN | $731M | 16,790 |
| Ballad Health | TN | $486M | 7,727 |
| Faurecia USA Holdings, Inc. | MI | $423M | 4,440 |
| Lone Pine Capital LLC | CT | $365M | 188 |
| Argano, LLC | TX | $123M | 1,255 |
| Trustees of Teamsters Local 408 Pension and Welfare Funds | NJ | $108M | 942 |
| Ushv Management, LLC | TN | $101M | 2,151 |
| CHS Employee Group, LLC | TN | $100M | 3,174 |
| Interdent Service Corporation | CA | $100M | 2,581 |
| Jas Forwarding (U.S.A.), Inc. | GA | $92.9M | 1,551 |
| Quantum Physician Services, LLC | GA | $86.4M | 174 |
| Pyxus International, Inc. | NC | $73.7M | 594 |
| Faurecia USA Holdings, Inc. | MI | $70.3M | 3,836 |
| Prairie Cardiovascular Consultants, Inc. | IL | $69.1M | 512 |
| Ohios Hospice, Inc. | OH | $63.1M | 1,621 |
| Compsych Management Corporation | IL | $53.6M | 1,569 |
| E-Times Corporation | CA | $49.7M | 154 |
| Catawba College | NC | $46.9M | 696 |
| Mixpanel | CA | $40.1M | 532 |
| Kaplan Early Learning Company | NC | $37.8M | 1,449 |
| Skydance Productions, LLC | CA | $30.1M | 502 |
| Astrana Health Management, Inc. | CA | $29.7M | 1,495 |
Top client states
- CA20 plans
- OH8 plans
- TX7 plans
- NC5 plans
- NJ5 plans
Frequently asked questions
- Who uses Oppenheimer?
- 81 retirement plans list Oppenheimer as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Foley & Lardner LLP, Paul Hastings LLP, Covenant Health and Ballad Health. Most client plans are sponsored in CA, OH and TX.
- How many plans does Oppenheimer serve?
- Oppenheimer serves 81 retirement plans with $7.6B in plan assets and 93,070 participants, based on the latest Form 5500 filings through 2024.
- What does Oppenheimer charge?
- Plans reported $2.6M in total Schedule C compensation paid to Oppenheimer. The median plan paid $28K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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