How many plans does Pension Benefit Information, LLC serve?

Pension Benefit Information, LLC serves 95 retirement plans with $225.1B in plan assets and 2,631,692 participants, based on the latest Form 5500 filings through 2024.

What does Pension Benefit Information, LLC charge?

Plans reported $3.3M in total Schedule C compensation paid to Pension Benefit Information, LLC. The median plan paid $13K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Pension Benefit Information, LLC

Matched across 19 name variants in the filings

Pension Benefit Information, LLC summary

Pension Benefit Information, LLC appears on 95 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $225.1B in assets for 2,631,692 participants. The median client plan holds $583M. Most client plans are sponsored in NY, CA and MO. The largest clients by plan assets are Trustees of Central States, SE and SW Areas Pension Fund, United Parcel Service of America, Inc. and Board of Trustees of 1199SEIU Health Care Employees Pension Fund. Plans reported $3.3M in direct and indirect compensation paid to Pension Benefit Information, LLC. The median is $13K per plan.

Participants: 2,631,692
Median plan assets: $583M
Median plan participants: 7,635
Median fees per plan: $13K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Trustees of Central States, SE and SW Areas Pension Fund	IL	$49.3B	323,722
United Parcel Service of America, Inc., plan 001	GA	$21.8B	142,919
Board of Trustees of 1199SEIU Health Care Employees Pension Fund	NY	$19.0B	301,189
Ath Holding Company, LLC	IN	$13.3B	91,131
Board of Trustees of the UPS/Ibt Full-Time Pension Plan	GA	$13.3B	103,495
United Parcel Service of America, Inc., plan 022	GA	$9.8B	253,097
Lumen Technologies, Inc., plan 010	LA	$8.1B	35,683
Trustees of I.B. of T. Union Local 710 Pension Fund	IL	$5.0B	21,316
Lumen Technologies, Inc., plan 001	LA	$4.6B	34,262
Anheuser-Busch Companies, LLC	MO	$4.0B	20,554
Board of Trustees, Western Unite Here and Employers	CA	$4.0B	158,780
Ohio Operating Engineers Pension Plan	OH	$3.9B	20,036
Umwa 1974 Pension Trust Board of Trustees	DC	$3.8B	71,051
United Benefits Group	MO	$3.5B	37,176
Intermountain Health Care, Inc.	UT	$3.4B	38,610
Trustees of Pipe Fitters Retirement Fund Local 597	IL	$3.3B	15,220
Trustees of NYS Teamsters Conference	NY	$2.9B	32,032
MaineHealth Services	ME	$2.9B	31,124
Norfolk Southern Corporation	GA	$2.8B	13,861
Bot of IUOE Stationary Engineers Local 39 Pension Plan	CA	$2.2B	10,820
Board of Trustees of the Twin City Carpenters and Joiners Pension Fund	MN	$2.2B	18,202
Board of Trustees of the S.E.I.U. National Industry Pension Fund	DC	$1.9B	172,811
Macys Inc	OH	$1.8B	30,859
Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund	NJ	$1.8B	14,241
American Federation of State, County and Municipal Employees	DC	$1.7B	4,794

Trustees of Central States, SE and SW Areas Pension Fund$49.3B
ILParticipants 323,722
United Parcel Service of America, Inc., plan 001$21.8B
GAParticipants 142,919
Board of Trustees of 1199SEIU Health Care Employees Pension Fund$19.0B
NYParticipants 301,189
Ath Holding Company, LLC$13.3B
INParticipants 91,131
Board of Trustees of the UPS/Ibt Full-Time Pension Plan$13.3B
GAParticipants 103,495
United Parcel Service of America, Inc., plan 022$9.8B
GAParticipants 253,097
Lumen Technologies, Inc., plan 010$8.1B
LAParticipants 35,683
Trustees of I.B. of T. Union Local 710 Pension Fund$5.0B
ILParticipants 21,316
Lumen Technologies, Inc., plan 001$4.6B
LAParticipants 34,262
Anheuser-Busch Companies, LLC$4.0B
MOParticipants 20,554
Board of Trustees, Western Unite Here and Employers$4.0B
CAParticipants 158,780
Ohio Operating Engineers Pension Plan$3.9B
OHParticipants 20,036
Umwa 1974 Pension Trust Board of Trustees$3.8B
DCParticipants 71,051
United Benefits Group$3.5B
MOParticipants 37,176
Intermountain Health Care, Inc.$3.4B
UTParticipants 38,610
Trustees of Pipe Fitters Retirement Fund Local 597$3.3B
ILParticipants 15,220
Trustees of NYS Teamsters Conference$2.9B
NYParticipants 32,032
MaineHealth Services$2.9B
MEParticipants 31,124
Norfolk Southern Corporation$2.8B
GAParticipants 13,861
Bot of IUOE Stationary Engineers Local 39 Pension Plan$2.2B
CAParticipants 10,820
Board of Trustees of the Twin City Carpenters and Joiners Pension Fund$2.2B
MNParticipants 18,202
Board of Trustees of the S.E.I.U. National Industry Pension Fund$1.9B
DCParticipants 172,811
Macys Inc$1.8B
OHParticipants 30,859
Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund$1.8B
NJParticipants 14,241
American Federation of State, County and Municipal Employees$1.7B
DCParticipants 4,794

Top client states

NY12 plans
CA10 plans
MO9 plans
NJ9 plans
PA8 plans

Frequently asked questions

Who uses Pension Benefit Information, LLC?: 95 retirement plans list Pension Benefit Information, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of Central States, SE and SW Areas Pension Fund, United Parcel Service of America, Inc., Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Ath Holding Company, LLC and Board of Trustees of the UPS/Ibt Full-Time Pension Plan. Most client plans are sponsored in NY, CA and MO.
How many plans does Pension Benefit Information, LLC serve?: Pension Benefit Information, LLC serves 95 retirement plans with $225.1B in plan assets and 2,631,692 participants, based on the latest Form 5500 filings through 2024.
What does Pension Benefit Information, LLC charge?: Plans reported $3.3M in total Schedule C compensation paid to Pension Benefit Information, LLC. The median plan paid $13K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served95+8 YoYRank #200 of mapped providers

Assets under administration$225.1B0.3%Rank #58 by share of filed assets

Fees received$3MMedian $13,287/planSum across Schedule C direct + indirect

Net wins YoY+830 won - 22 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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5-year plans-served trajectory
Customer-base shape
Median fees per service
Competitor overlap
Plans won and lost
Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Pension Benefit Information as recordkeeper and list their funds in their filing.

Plans

$2.43B in funds

In collective trusts

37%

average plan

In Pension Benefit Information funds

average plan

In index funds

22%

average plan

Top managers in these lineups

Manager	Plans
PIMCO (Allianz)	3
Prudential (PGIM)	2
Vanguard	2
Northern Trust	2
JPMorgan	2

Target-date series

None.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.