How many plans does RBC Wealth Management serve?

RBC Wealth Management serves 400 retirement plans with $99.7B in plan assets and 1,054,833 participants, based on the latest Form 5500 filings through 2024.

What does RBC Wealth Management charge?

Plans reported $22.0M in total Schedule C compensation paid to RBC Wealth Management. The median plan paid $36K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

RBC Wealth Management

Matched across 56 name variants in the filings

RBC Wealth Management summary

RBC Wealth Management appears on 400 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $99.7B in assets for 1,054,833 participants. The median client plan holds $29.9M. Most client plans are sponsored in WA, MN and CA. The largest clients by plan assets are International Business Machines Corporation, Intuit Inc. and Trader Joe's Company. Plans reported $22.0M in direct and indirect compensation paid to RBC Wealth Management. The median is $36K per plan.

Participants: 1,054,833
Median plan assets: $29.9M
Median plan participants: 359
Median fees per plan: $36K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
International Business Machines Corporation	NY	$64.5B	144,897
Intuit Inc.	CA	$4.2B	41,891
Trader Joe's Company	CA	$3.8B	76,554
Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI	NJ	$3.0B	22,884
F5, Inc.	WA	$1.2B	4,418
Futureplan Fiduciary Services, LLC	MA	$912M	200,161
Principal Life Insurance Company	IA	$651M	163,954
Proliance Surgeons, Inc., P.S.	WA	$549M	3,000
Prevea Clinic, Inc.	WI	$547M	2,764
Soo Line Railroad Company	MN	$537M	5,584
Board of Trustees, SEIU 775 Secure Retirement Trust	WA	$498M	89,810
The Iowa Clinic, P.C.	IA	$372M	1,856
Michael Best and Friedrich, LLP	WI	$361M	1,096
Uiu-Newspaper Guild of Greater Philadelphia Pension Fund	NJ	$345M	2,372
Trustees of South Central Minnesota Elec Workers Retirement and 401(k)	MN	$336M	1,639
Interactive Communications International, Inc.	GA	$324M	2,661
Newport Group, Inc.	PA	$306M	15,010
Pipe Fitters Local No 533 Individual Account Plan	MO	$302M	1,621
Orgill, Inc.	TN	$294M	7,506
Tennessee Orthopaedic Alliance, P.A.	TN	$262M	2,018
BD of Tees of Neca Lu No 313 IBEW Pension Plan	PA	$257M	1,483
Kuka Systems North America LLC	MI	$246M	1,690
Minnesota Bakers Union Pension Plan	MN	$243M	2,870
Asbestos Workers Philadelphia Pension Fund	PA	$238M	1,471
BD of Tees of Neca Lu No 313 IBEW Deferred Income Plan	PA	$226M	1,432

International Business Machines Corporation$64.5B
NYParticipants 144,897
Intuit Inc.$4.2B
CAParticipants 41,891
Trader Joe's Company$3.8B
CAParticipants 76,554
Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI$3.0B
NJParticipants 22,884
F5, Inc.$1.2B
WAParticipants 4,418
Futureplan Fiduciary Services, LLC$912M
MAParticipants 200,161
Principal Life Insurance Company$651M
IAParticipants 163,954
Proliance Surgeons, Inc., P.S.$549M
WAParticipants 3,000
Prevea Clinic, Inc.$547M
WIParticipants 2,764
Soo Line Railroad Company$537M
MNParticipants 5,584
Board of Trustees, SEIU 775 Secure Retirement Trust$498M
WAParticipants 89,810
The Iowa Clinic, P.C.$372M
IAParticipants 1,856
Michael Best and Friedrich, LLP$361M
WIParticipants 1,096
Uiu-Newspaper Guild of Greater Philadelphia Pension Fund$345M
NJParticipants 2,372
Trustees of South Central Minnesota Elec Workers Retirement and 401(k)$336M
MNParticipants 1,639
Interactive Communications International, Inc.$324M
GAParticipants 2,661
Newport Group, Inc.$306M
PAParticipants 15,010
Pipe Fitters Local No 533 Individual Account Plan$302M
MOParticipants 1,621
Orgill, Inc.$294M
TNParticipants 7,506
Tennessee Orthopaedic Alliance, P.A.$262M
TNParticipants 2,018
BD of Tees of Neca Lu No 313 IBEW Pension Plan$257M
PAParticipants 1,483
Kuka Systems North America LLC$246M
MIParticipants 1,690
Minnesota Bakers Union Pension Plan$243M
MNParticipants 2,870
Asbestos Workers Philadelphia Pension Fund$238M
PAParticipants 1,471
BD of Tees of Neca Lu No 313 IBEW Deferred Income Plan$226M
PAParticipants 1,432

Top client states

WA44 plans
MN38 plans
CA30 plans
PA24 plans
NJ21 plans

Frequently asked questions

Who uses RBC Wealth Management?: 400 retirement plans list RBC Wealth Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include International Business Machines Corporation, Intuit Inc., Trader Joe's Company, Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI and F5, Inc.. Most client plans are sponsored in WA, MN and CA.
How many plans does RBC Wealth Management serve?: RBC Wealth Management serves 400 retirement plans with $99.7B in plan assets and 1,054,833 participants, based on the latest Form 5500 filings through 2024.
What does RBC Wealth Management charge?: Plans reported $22.0M in total Schedule C compensation paid to RBC Wealth Management. The median plan paid $36K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served400-13 YoYRank #67 of mapped providers

Assets under administration$99.7B0.1%Rank #142 by share of filed assets

Fees received$22MMedian $36,243/planSum across Schedule C direct + indirect

Net wins YoY-1051 won - 61 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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Plans won and lost
Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name RBC Wealth Management as recordkeeper and list their funds in their filing.

Plans

$66.8M in funds

In collective trusts

average plan

In RBC Wealth Management funds

average plan

In index funds

15%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	3
Capital Group	2
Fidelity (FMR)	1
Impax	1
JPMorgan	1

Target-date series

Series	Plans
American Funds Target Date	2

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.