Who uses Plante & Moran, PLLC?

275 retirement plans list Plante & Moran, PLLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Eli Lilly and Company, GE Healthcare Technologies Inc. and 3M Company. Most client plans are sponsored in MI, IL and OH.

How many plans does Plante & Moran, PLLC serve?

Plante & Moran, PLLC serves 275 retirement plans with $173.8B in plan assets and 1,610,118 participants, based on the latest Form 5500 filings through 2024.

What does Plante & Moran, PLLC charge?

Plans reported $9.0M in total Schedule C compensation paid to Plante & Moran, PLLC. The median plan paid $21K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Plante & Moran, PLLC

Matched across 84 name variants in the filings

Plante & Moran, PLLC summary

Plante & Moran, PLLC appears on 275 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $173.8B in assets for 1,610,118 participants. The median client plan holds $116M. Most client plans are sponsored in MI, IL and OH. The largest clients by plan assets are Eli Lilly and Company and GE Healthcare Technologies Inc.. Plans reported $9.0M in direct and indirect compensation paid to Plante & Moran, PLLC. The median is $21K per plan.

Participants: 1,610,118
Median plan assets: $116M
Median plan participants: 1,234
Median fees per plan: $21K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Eli Lilly and Company, plan 002	IN	$15.6B	33,954
GE Healthcare Technologies Inc.	IL	$14.0B	88,333
Eli Lilly and Company, plan 001	IN	$12.9B	52,333
3M Company, plan 333	MN	$11.6B	39,570
3M Company, plan 002	MN	$8.7B	24,319
Exelon Corporation, plan 002	IL	$6.2B	23,507
Constellation Energy Generation LLC	PA	$5.1B	16,772
Northwestern University	IL	$5.0B	25,423
Dte Energy Corporate Services, LLC	MI	$3.7B	13,444
Corewell Health	MI	$3.7B	43,986
William Beaumont Hospital	MI	$3.4B	43,789
Cummins Inc.	IN	$3.2B	44,593
Solventum Corporation	MN	$2.9B	11,698
Rocket Limited Partnership	MI	$2.9B	31,197
U.S. Foodservice Corp.	IL	$2.8B	33,735
Marmon Holdings, Inc	IL	$2.1B	21,187
Saint-Gobain Corporation	PA	$2.0B	9,498
Board of Trustees of the Pipe Trades Services MN Pension Supplement Tr	MN	$2.0B	10,116
Joint Board of Trustees Operating Engineers Local 324	MI	$1.9B	21,246
Exelon Corporation, plan 022	IL	$1.9B	9,704
ZF North America, Inc.	MI	$1.9B	11,202
Saint-Gobain Delaware Corporation	PA	$1.7B	21,780
Board of Trustees of National Integrated Group Pension Plan	PA	$1.7B	44,662
Promedica Health System, Inc.	OH	$1.6B	18,391
Trustees of the Pipe Trades Services MN Pension Trust	MN	$1.6B	9,553

Eli Lilly and Company, plan 002$15.6B
INParticipants 33,954
GE Healthcare Technologies Inc.$14.0B
ILParticipants 88,333
Eli Lilly and Company, plan 001$12.9B
INParticipants 52,333
3M Company, plan 333$11.6B
MNParticipants 39,570
3M Company, plan 002$8.7B
MNParticipants 24,319
Exelon Corporation, plan 002$6.2B
ILParticipants 23,507
Constellation Energy Generation LLC$5.1B
PAParticipants 16,772
Northwestern University$5.0B
ILParticipants 25,423
Dte Energy Corporate Services, LLC$3.7B
MIParticipants 13,444
Corewell Health$3.7B
MIParticipants 43,986
William Beaumont Hospital$3.4B
MIParticipants 43,789
Cummins Inc.$3.2B
INParticipants 44,593
Solventum Corporation$2.9B
MNParticipants 11,698
Rocket Limited Partnership$2.9B
MIParticipants 31,197
U.S. Foodservice Corp.$2.8B
ILParticipants 33,735
Marmon Holdings, Inc$2.1B
ILParticipants 21,187
Saint-Gobain Corporation$2.0B
PAParticipants 9,498
Board of Trustees of the Pipe Trades Services MN Pension Supplement Tr$2.0B
MNParticipants 10,116
Joint Board of Trustees Operating Engineers Local 324$1.9B
MIParticipants 21,246
Exelon Corporation, plan 022$1.9B
ILParticipants 9,704
ZF North America, Inc.$1.9B
MIParticipants 11,202
Saint-Gobain Delaware Corporation$1.7B
PAParticipants 21,780
Board of Trustees of National Integrated Group Pension Plan$1.7B
PAParticipants 44,662
Promedica Health System, Inc.$1.6B
OHParticipants 18,391
Trustees of the Pipe Trades Services MN Pension Trust$1.6B
MNParticipants 9,553

Top client states

MI118 plans
IL42 plans
OH26 plans
CO18 plans
IN9 plans

Frequently asked questions

Who uses Plante & Moran, PLLC?: 275 retirement plans list Plante & Moran, PLLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Eli Lilly and Company, GE Healthcare Technologies Inc. and 3M Company. Most client plans are sponsored in MI, IL and OH.
How many plans does Plante & Moran, PLLC serve?: Plante & Moran, PLLC serves 275 retirement plans with $173.8B in plan assets and 1,610,118 participants, based on the latest Form 5500 filings through 2024.
What does Plante & Moran, PLLC charge?: Plans reported $9.0M in total Schedule C compensation paid to Plante & Moran, PLLC. The median plan paid $21K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served275+15 YoYRank #89 of mapped providers

Assets under administration$173.8B0.2%Rank #93 by share of filed assets

Fees received$9MMedian $21,366/planSum across Schedule C direct + indirect

Net wins YoY+677 won - 71 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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