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PKF O'Connor Davies, LLP

Matched across 89 name variants in the filings

PKF O'Connor Davies, LLP summary

PKF O'Connor Davies, LLP appears on 135 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $65.9B in assets for 653,228 participants. The median client plan holds $60.5M. Most client plans are sponsored in NY, NJ and MA. The largest clients by plan assets are Northrop Grumman Corporation and WPP Group USA, Inc.. Plans reported $3.4M in direct and indirect compensation paid to PKF O'Connor Davies, LLP. The median is $20K per plan.

Participants
653,228
Median plan assets
$60.5M
Median plan participants
644
Median fees per plan
$20K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Northrop Grumman Corporation, plan 030VA$19.6B102,066
Northrop Grumman Corporation, plan 007VA$8.9B59,279
WPP Group USA, Inc.NY$5.3B41,036
Omnicom Group Inc.NY$5.0B58,233
Montefiore Medical CenterNY$4.9B24,979
Board of Trustees of the Building Service 32BJ SupplementalNY$2.6B122,833
Northrop Grumman Corporation, plan 041VA$2.1B19,505
The Cultural Institutions Retirement System, plan 001NY$1.7B24,316
White Plains Hospital Medical CenterNY$803M8,593
The Cultural Institutions Retirement System, plan 002NY$729M14,828
College BoardNY$664M3,649
Albert Einstein College of MedicineNY$649M2,951
San Diego Electrical Pension TrustCA$558M7,024
Medical Solutions, L.L.C.NE$552M25,091
Vanasse Hangen Brustlin, Inc.MA$549M2,946
Westchester Medical Center Advanced Physician Services, P.CNY$487M5,532
Petroleum Heat and Power Co., Inc.CT$395M3,882
Foundation Building Materials, LLCCA$385M7,830
Comtech Telecommunications Corp.NY$377M1,939
Bon Secours Charity Health System, IncNY$366M4,334
BP Management, L.P.MA$333M1,131
Haley & Aldrich, Inc.MA$329M2,669
Formfactor, Inc.CA$315M2,076
Manhattan UniversityNY$307M1,178
Rolex Watch U.S.A., Inc.NY$307M826

Top client states

  • NY73 plans
  • NJ17 plans
  • MA12 plans
  • CT9 plans
  • CA6 plans

Frequently asked questions

Who uses PKF O'Connor Davies, LLP?
135 retirement plans list PKF O'Connor Davies, LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Northrop Grumman Corporation, WPP Group USA, Inc., Omnicom Group Inc. and Montefiore Medical Center. Most client plans are sponsored in NY, NJ and MA.
How many plans does PKF O'Connor Davies, LLP serve?
PKF O'Connor Davies, LLP serves 135 retirement plans with $65.9B in plan assets and 653,228 participants, based on the latest Form 5500 filings through 2024.
What does PKF O'Connor Davies, LLP charge?
Plans reported $3.4M in total Schedule C compensation paid to PKF O'Connor Davies, LLP. The median plan paid $20K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served135+20 YoYRank #162 of mapped providers
Assets under administration$65.9B0.1%Rank #240 by share of filed assets
Fees received$3MMedian $20,000/planSum across Schedule C direct + indirect
Net wins YoY+843 won - 35 lostPlan-level switch detection

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