Filings through .
Pension Inc.
Matched across 4 name variants in the filings
Pension Inc. summary
Pension Inc. appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $339M in assets for 5,205 participants. The median client plan holds $14.7M. Most client plans are sponsored in WI, GA and TN. The largest clients by plan assets are Arandell Corporation, Orthopedic & Sports Medicine Specialists of Green Bay SC and Neuroscience Group of Northeast Wisconsin, S.C.. Plans reported $429K in direct and indirect compensation paid to Pension Inc.. The median is $24K per plan.
- Participants
- 5,205
- Median plan assets
- $14.7M
- Median plan participants
- 228
- Median fees per plan
- $24K
- Schedule C direct + indirect
Top 17 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Arandell Corporation | WI | $53.6M | 843 |
| Orthopedic & Sports Medicine Specialists of Green Bay SC | WI | $39.8M | 289 |
| Neuroscience Group of Northeast Wisconsin, S.C. | WI | $39.8M | 224 |
| Riesterer & Schnell, Inc. | WI | $31.3M | 346 |
| Tosca Services, LLC | GA | $30.5M | 902 |
| H.J. Martin & Son, Inc. | WI | $30.4M | 289 |
| Stein Garden Centers, Inc. | WI | $16.8M | 326 |
| Conger Industries, Inc. | WI | $15.3M | 160 |
| Morley-Murphy Company | WI | $14.7M | 181 |
| Hui Manufacturing, Inc. | WI | $13.9M | 178 |
| Romo, Inc. | WI | $9.6M | 119 |
| Tri City Glass and Door, Inc. | WI | $8.9M | 158 |
| Velocity Machine, Inc. | WI | $8.5M | 132 |
| Switchgear Power Systems LLC | WI | $8.0M | 376 |
| Hilbert Communications, LLC | WI | $7.5M | 278 |
| Surface Mount Technology Corporation | WI | $7.5M | 176 |
| Midsouth Satellite LLC Dba Entersource | TN | $2.9M | 228 |
- Arandell Corporation$53.6MWIParticipants 843
- WIParticipants 289
- WIParticipants 224
- WIParticipants 346
- Tosca Services, LLC$30.5MGAParticipants 902
- H.J. Martin & Son, Inc.$30.4MWIParticipants 289
- WIParticipants 326
- Conger Industries, Inc.$15.3MWIParticipants 160
- Morley-Murphy Company$14.7MWIParticipants 181
- Hui Manufacturing, Inc.$13.9MWIParticipants 178
- Romo, Inc.$9.6MWIParticipants 119
- WIParticipants 158
- WIParticipants 132
- WIParticipants 376
- WIParticipants 278
- WIParticipants 176
- TNParticipants 228
Top client states
- WI15 plans
- GA1 plan
- TN1 plan
Frequently asked questions
- Who uses Pension Inc.?
- 17 retirement plans list Pension Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Arandell Corporation, Orthopedic & Sports Medicine Specialists of Green Bay SC, Neuroscience Group of Northeast Wisconsin, S.C., Riesterer & Schnell, Inc. and Tosca Services, LLC. Most client plans are sponsored in WI, GA and TN.
- How many plans does Pension Inc. serve?
- Pension Inc. serves 17 retirement plans with $339M in plan assets and 5,205 participants, based on the latest Form 5500 filings through 2024.
- What does Pension Inc. charge?
- Plans reported $429K in total Schedule C compensation paid to Pension Inc.. The median plan paid $24K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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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
Fund lineups on plans this firm keeps
Large plans that name Pension as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 11 |
| Capital Group | 7 |
| Fidelity (FMR) | 4 |
| Dimensional | 3 |
| JPMorgan | 3 |
Target-date series
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.