Filings through .
Reliance Trust Company
Matched across 35 name variants in the filings
Reliance Trust Company summary
Reliance Trust Company appears on 72 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $6.7B in assets for 82,293 participants. The median client plan holds $30.6M. Most client plans are sponsored in NY, CA and FL. The largest clients by plan assets are Excavators Union Local 731 Annuity Board of Trustees, Idaho Power Company and Pentair Inc. Plans reported $958K in direct and indirect compensation paid to Reliance Trust Company. The median is $7K per plan.
- Participants
- 82,293
- Median plan assets
- $30.6M
- Median plan participants
- 364
- Median fees per plan
- $7K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- NYParticipants 10,879
- Idaho Power Company$1.0BIDParticipants 4,833
- Pentair Inc$1.0BMNParticipants 6,776
- PAParticipants 4,338
- TNParticipants 3,163
- MAParticipants 1,101
- FLParticipants 349
- ORParticipants 3,046
- Agri-Mark Inc.$130MMAParticipants 1,147
- CAParticipants 1,129
- NYParticipants 433
- FRY Communications, Inc.$92.5MPAParticipants 721
- RIParticipants 1,211
- Star One Credit Union$84.0MCAParticipants 204
- Prime Buchholz LLC$82.6MNHParticipants 180
- Waste Pro USA, Inc.$81.1MFLParticipants 6,139
- FLParticipants 864
- MAParticipants 352
- MSParticipants 212
- NYParticipants 743
- Lifelong Medical Care$65.7MCAParticipants 1,455
- WAParticipants 2,133
- Hussey Corporation$59.1MMEParticipants 414
- NYParticipants 267
- Accuweather, Inc.$53.2MPAParticipants 531
Top client states
- NY11 plans
- CA9 plans
- FL8 plans
- MA5 plans
- PA5 plans
Frequently asked questions
- Who uses Reliance Trust Company?
- 72 retirement plans list Reliance Trust Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Excavators Union Local 731 Annuity Board of Trustees, Idaho Power Company, Pentair Inc, Reading Health System and Iron Workers District Council of TN Valley & Vicinity Pension Plan. Most client plans are sponsored in NY, CA and FL.
- How many plans does Reliance Trust Company serve?
- Reliance Trust Company serves 72 retirement plans with $6.7B in plan assets and 82,293 participants, based on the latest Form 5500 filings through 2024.
- What does Reliance Trust Company charge?
- Plans reported $958K in total Schedule C compensation paid to Reliance Trust Company. The median plan paid $7K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Reliance Trust Company analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 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 Reliance Trust as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| T. Rowe Price | 1 |
| AllianceBernstein | 1 |
Target-date series
| Series | Plans |
|---|---|
| T. Rowe Price 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.