Filings through .
Pension Plan Specialists, PC
Matched across 21 name variants in the filings
Pension Plan Specialists, PC summary
Pension Plan Specialists, PC appears on 78 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.7B in assets for 31,528 participants. The median client plan holds $12.1M. Most client plans are sponsored in OR, WA and IL. The largest clients by plan assets are Xenium Resources, Inc., Pacific Cataract and Laser Institute, Inc., PC and Holland Residential, LLC. Plans reported $1.7M in direct and indirect compensation paid to Pension Plan Specialists, PC. The median is $11K per plan.
- Participants
- 31,528
- Median plan assets
- $12.1M
- Median plan participants
- 270
- Median fees per plan
- $11K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Xenium Resources, Inc. | OR | $143M | 3,837 |
| Pacific Cataract and Laser Institute, Inc., PC | WA | $103M | 729 |
| Holland Residential, LLC | WA | $77.4M | 926 |
| Rivermark Community Credit Union | OR | $73.8M | 805 |
| Prairie Electric, Inc. | WA | $69.0M | 579 |
| Southwest Health Center, Inc. | WI | $65.1M | 863 |
| Tapani, Inc. | WA | $58.9M | 881 |
| Oregon State Credit Union | OR | $54.9M | 423 |
| E-Times Corporation | CA | $54.3M | 139 |
| Tricor, LLC | WI | $51.2M | 451 |
| MLF Group LLC | OR | $44.9M | 532 |
| Wieser Brothers General Contractor, Inc. | MN | $43.2M | 175 |
| Perlo Construction Group, LLC | OR | $41.0M | 143 |
| Englund Marine Supply Co., Inc. | OR | $37.4M | 178 |
| Rotschy, Inc. | WA | $32.9M | 745 |
| McDougall and Sons, Inc. | WA | $32.7M | 1,091 |
| Advantis Credit Union | OR | $30.9M | 384 |
| BD of Trustees of the Decorators L17U C/O United Steel Workers of Amer | IL | $26.4M | 344 |
| Qsrsoft, LLC | IL | $25.9M | 172 |
| Carr Auto Group, Inc. | OR | $25.3M | 358 |
| J.R. Carlson Laboratories, Inc. | IL | $22.0M | 196 |
| Tapani Plumbing, Inc. | WA | $20.3M | 142 |
| JRT Mechanical, Inc. | WA | $20.1M | 261 |
| Specialized Fabrication Equipment Group, LLC | TX | $19.3M | 318 |
| Card Kingdom, Inc. | WA | $17.8M | 594 |
- ORParticipants 3,837
- WAParticipants 729
- Holland Residential, LLC$77.4MWAParticipants 926
- ORParticipants 805
- Prairie Electric, Inc.$69.0MWAParticipants 579
- WIParticipants 863
- Tapani, Inc.$58.9MWAParticipants 881
- ORParticipants 423
- E-Times Corporation$54.3MCAParticipants 139
- Tricor, LLC$51.2MWIParticipants 451
- MLF Group LLC$44.9MORParticipants 532
- MNParticipants 175
- ORParticipants 143
- ORParticipants 178
- Rotschy, Inc.$32.9MWAParticipants 745
- McDougall and Sons, Inc.$32.7MWAParticipants 1,091
- Advantis Credit Union$30.9MORParticipants 384
- ILParticipants 344
- Qsrsoft, LLC$25.9MILParticipants 172
- Carr Auto Group, Inc.$25.3MORParticipants 358
- ILParticipants 196
- Tapani Plumbing, Inc.$20.3MWAParticipants 142
- JRT Mechanical, Inc.$20.1MWAParticipants 261
- TXParticipants 318
- Card Kingdom, Inc.$17.8MWAParticipants 594
Top client states
- OR29 plans
- WA26 plans
- IL6 plans
- AK4 plans
- IN2 plans
Frequently asked questions
- Who uses Pension Plan Specialists, PC?
- 78 retirement plans list Pension Plan Specialists, PC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Xenium Resources, Inc., Pacific Cataract and Laser Institute, Inc., PC, Holland Residential, LLC, Rivermark Community Credit Union and Prairie Electric, Inc.. Most client plans are sponsored in OR, WA and IL.
- How many plans does Pension Plan Specialists, PC serve?
- Pension Plan Specialists, PC serves 78 retirement plans with $1.7B in plan assets and 31,528 participants, based on the latest Form 5500 filings through 2024.
- What does Pension Plan Specialists, PC charge?
- Plans reported $1.7M in total Schedule C compensation paid to Pension Plan Specialists, PC. The median plan paid $11K. 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 Plan Specialists as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| JPMorgan | 4 |
| Capital Group | 3 |
| Fidelity (FMR) | 2 |
| Voya | 2 |
| T. Rowe Price | 2 |
Target-date series
| Series | Plans |
|---|---|
| T. Rowe Price Retirement | 1 |
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.