Who uses Rael & Letson?

59 retirement plans list Rael & Letson as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Directors, Motion Picture Industry Pension, Board of Trustees, Western Unite Here and Employers, Board of Trustees, Locals 302 & 612 of the IUOE -, Board of Trustees, Operating Engineers Pension Trust and Board of Trustees, Sound Retirement Trust. Most client plans are sponsored in CA, WA and AK.

How many plans does Rael & Letson serve?

Rael & Letson serves 59 retirement plans with $39.7B in plan assets and 825,746 participants, based on the latest Form 5500 filings through 2024.

What does Rael & Letson charge?

Plans reported $8.1M in total Schedule C compensation paid to Rael & Letson. The median plan paid $103K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Rael & Letson

Matched across 14 name variants in the filings

Rael & Letson summary

Rael & Letson appears on 59 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $39.7B in assets for 825,746 participants. The median client plan holds $209M. Most client plans are sponsored in CA, WA and AK. The largest clients by plan assets are Board of Directors, Motion Picture Industry Pension, Board of Trustees, Western Unite Here and Employers and Board of Trustees, Locals 302 & 612 of the IUOE -. Plans reported $8.1M in direct and indirect compensation paid to Rael & Letson. The median is $103K per plan.

Participants: 825,746
Median plan assets: $209M
Median plan participants: 2,922
Median fees per plan: $103K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Board of Directors, Motion Picture Industry Pension	CA	$6.7B	110,772
Board of Trustees, Western Unite Here and Employers	CA	$4.0B	158,780
Board of Trustees, Locals 302 & 612 of the IUOE -	WA	$3.8B	21,271
Board of Trustees, Operating Engineers Pension Trust	CA	$3.8B	40,018
Board of Trustees, Sound Retirement Trust	WA	$2.7B	107,493
Joint Board of Trustees Alaska Electrical Pension Fund	AK	$2.2B	12,297
Southern California Pipe Trades Retirement Fund	CA	$1.8B	15,745
Board of Trustees, Southern California IBEW-Neca	CA	$1.6B	18,310
Board of Trustees, Puget Sound Electrical Workers Pension Trust	WA	$1.3B	8,704
Board of Trustee, Oregon Retail Employees Pension	OR	$1.2B	57,113
Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio	HI	$763M	14,918
Western States Office & Professional Emp	CA	$626M	6,561
Board of Trustees Puget Sound Electrical Workers 401(k) Savings Plan	WA	$622M	8,061
Board of Trustees, IBEW Local 595 Money Purchase	CA	$595M	3,313
Board of Trustees, IBEW Local 595 Pension Plan	CA	$583M	3,378
Board of Trustees of U. A. Local 38 Trust Funds	CA	$555M	2,816
Alaska Teamster Employer Pension Trust	AK	$534M	9,416
Board of Trustees, Cement Masons and Plasterers Retirement Trust	WA	$519M	3,135
Southern California Pipe Trades Defined	CA	$474M	15,763
Board of Trustees, Western Glaziers Retirement Plan	WA	$414M	1,757
Board of Trustees of the Hotel Industry-Ilwu Pension Plan	HI	$348M	16,770
Board of Trustees, Redwood Empire Electrical Workers Individually All	CA	$323M	1,043
Board of Trustees, Alaska United Food and Commercial	OR	$315M	6,361
I.A.T.S.E. Local 16 Pension Plan Trustees	CA	$313M	4,009
Board of Trustees, Northern California Tile Industry	CA	$275M	2,293

Board of Directors, Motion Picture Industry Pension$6.7B
CAParticipants 110,772
Board of Trustees, Western Unite Here and Employers$4.0B
CAParticipants 158,780
Board of Trustees, Locals 302 & 612 of the IUOE -$3.8B
WAParticipants 21,271
Board of Trustees, Operating Engineers Pension Trust$3.8B
CAParticipants 40,018
Board of Trustees, Sound Retirement Trust$2.7B
WAParticipants 107,493
Joint Board of Trustees Alaska Electrical Pension Fund$2.2B
AKParticipants 12,297
Southern California Pipe Trades Retirement Fund$1.8B
CAParticipants 15,745
Board of Trustees, Southern California IBEW-Neca$1.6B
CAParticipants 18,310
Board of Trustees, Puget Sound Electrical Workers Pension Trust$1.3B
WAParticipants 8,704
Board of Trustee, Oregon Retail Employees Pension$1.2B
ORParticipants 57,113
Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio$763M
HIParticipants 14,918
Western States Office & Professional Emp$626M
CAParticipants 6,561
Board of Trustees Puget Sound Electrical Workers 401(k) Savings Plan$622M
WAParticipants 8,061
Board of Trustees, IBEW Local 595 Money Purchase$595M
CAParticipants 3,313
Board of Trustees, IBEW Local 595 Pension Plan$583M
CAParticipants 3,378
Board of Trustees of U. A. Local 38 Trust Funds$555M
CAParticipants 2,816
Alaska Teamster Employer Pension Trust$534M
AKParticipants 9,416
Board of Trustees, Cement Masons and Plasterers Retirement Trust$519M
WAParticipants 3,135
Southern California Pipe Trades Defined$474M
CAParticipants 15,763
Board of Trustees, Western Glaziers Retirement Plan$414M
WAParticipants 1,757
Board of Trustees of the Hotel Industry-Ilwu Pension Plan$348M
HIParticipants 16,770
Board of Trustees, Redwood Empire Electrical Workers Individually All$323M
CAParticipants 1,043
Board of Trustees, Alaska United Food and Commercial$315M
ORParticipants 6,361
I.A.T.S.E. Local 16 Pension Plan Trustees$313M
CAParticipants 4,009
Board of Trustees, Northern California Tile Industry$275M
CAParticipants 2,293

Top client states

CA34 plans
WA9 plans
AK3 plans
NV3 plans
OR3 plans

Frequently asked questions

Who uses Rael & Letson?: 59 retirement plans list Rael & Letson as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Directors, Motion Picture Industry Pension, Board of Trustees, Western Unite Here and Employers, Board of Trustees, Locals 302 & 612 of the IUOE -, Board of Trustees, Operating Engineers Pension Trust and Board of Trustees, Sound Retirement Trust. Most client plans are sponsored in CA, WA and AK.
How many plans does Rael & Letson serve?: Rael & Letson serves 59 retirement plans with $39.7B in plan assets and 825,746 participants, based on the latest Form 5500 filings through 2024.
What does Rael & Letson charge?: Plans reported $8.1M in total Schedule C compensation paid to Rael & Letson. The median plan paid $103K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served59-2 YoYRank #316 of mapped providers

Assets under administration$39.7B0.1%Rank #352 by share of filed assets

Fees received$8MMedian $102,872/planSum across Schedule C direct + indirect

Net wins YoY-14 won - 5 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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Customer-base shape
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