Filings through .
The Pension Service, Inc.
Matched across 20 name variants in the filings
The Pension Service, Inc. summary
The Pension Service, Inc. appears on 49 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.1B in assets for 27,242 participants. The median client plan holds $14.2M. Most client plans are sponsored in FL, CT and HI. The largest clients by plan assets are Physicians for Women's Health, LLC, Cades Schutte a Limited Liability Law Partnership LLP and Rarebreed Veterinary Partners, Inc.. Plans reported $631K in direct and indirect compensation paid to The Pension Service, Inc.. The median is $7K per plan.
- Participants
- 27,242
- Median plan assets
- $14.2M
- Median plan participants
- 282
- Median fees per plan
- $7K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- CTParticipants 1,613
- HIParticipants 215
- MEParticipants 3,606
- PAParticipants 624
- Hoffman Enterprises$37.3MCTParticipants 701
- MAParticipants 1,047
- NCParticipants 636
- MAParticipants 120
- The Riverwoods Group$26.2MNHParticipants 1,143
- Eagle Leasing Company$25.5MCTParticipants 189
- FLParticipants 468
- Architects Hawaii, Ltd.$23.1MHIParticipants 71
- WYParticipants 242
- Logistec USA Inc.$21.5MMDParticipants 488
- GAParticipants 565
- PRParticipants 466
- John Galt Staffing, Inc.$18.7MMAParticipants 188
- Csa Central, Inc.$17.2MFLParticipants 280
- OHParticipants 235
- MAParticipants 753
- PRParticipants 240
- CTParticipants 147
- Lenco Industries, Inc.$15.0MMAParticipants 120
- CTParticipants 188
- Endeavor Schools, LLC$14.2MFLParticipants 3,356
Top client states
- FL8 plans
- CT7 plans
- HI6 plans
- MA5 plans
- ME5 plans
Frequently asked questions
- Who uses The Pension Service, Inc.?
- 49 retirement plans list The Pension Service, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Physicians for Women's Health, LLC, Cades Schutte a Limited Liability Law Partnership LLP, Rarebreed Veterinary Partners, Inc., American TCS Fiduciary Services, LLC and Hoffman Enterprises. Most client plans are sponsored in FL, CT and HI.
- How many plans does The Pension Service, Inc. serve?
- The Pension Service, Inc. serves 49 retirement plans with $1.1B in plan assets and 27,242 participants, based on the latest Form 5500 filings through 2024.
- What does The Pension Service, Inc. charge?
- Plans reported $631K in total Schedule C compensation paid to The Pension Service, Inc.. The median plan paid $7K. 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 The Pension Service as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 4 |
| Vanguard | 2 |
| Nationwide | 2 |
| Fidelity (FMR) | 2 |
| Federated Hermes | 1 |
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 2 |
| Vanguard Target 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.