PlanOptica
Try Pro free

Filings through .

Rockland Trust

Matched across 5 name variants in the filings

Rockland Trust summary

Rockland Trust appears on 36 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $4.8B in assets for 36,643 participants. The median client plan holds $17.8M. Most client plans are sponsored in MA, CT and RI. The largest clients by plan assets are Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund, Morrison Mahoney LLP and Rubin and Rudman LLP. Plans reported $1.1M in direct and indirect compensation paid to Rockland Trust. The median is $24K per plan.

Participants
36,643
Median plan assets
$17.8M
Median plan participants
272
Median fees per plan
$24K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Bot of the North Atlantic States Carpenters Guaranteed Annuity FundMA$4.0B23,769
Morrison Mahoney LLPMA$95.2M320
Rubin and Rudman LLPMA$73.2M222
Brockton Hospital, Inc.MA$60.9M350
Plumbers' Supply CompanyMA$55.7M339
Koopman Lumber Company, Inc.MA$36.4M579
Human Services Management Corp IncMA$33.1M1,096
Lighthouse School, Inc.MA$32.5M220
General Sheet Metal Co., Inc.MA$31.6M176
TPG Companies, Inc.RI$30.3M243
Lenox Hospitality Services, Inc.RI$27.4M1,811
Triton Systems , Inc.MA$26.4M205
Northeast Arc, Inc.MA$25.5M636
The Verndale CorporationMA$23.6M174
Primo Medical Group, Inc.MA$21.4M567
The Metro Group, Inc.NY$21.3M488
Norwell Visiting Nurse Association, Inc.MA$20.5M498
J. Derenzo Co.MA$19.4M117
Chapel Hill - Chauncy Hall SchoolMA$16.3M203
Avfx, LLCMA$15.7M152
Vacuum Technology Associates IncMA$15.1M143
Miltons Distributing Co., Inc.MA$14.5M183
Spencer Technologies, Inc.MA$12.7M386
Greater New Bedford Community Health Center, Inc.MA$12.2M369
Moynihan-North Reading Lumber, Inc.MA$11.9M148

Top client states

  • MA31 plans
  • CT2 plans
  • RI2 plans
  • NY1 plan

Frequently asked questions

Who uses Rockland Trust?
36 retirement plans list Rockland Trust as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund, Morrison Mahoney LLP, Rubin and Rudman LLP, Brockton Hospital, Inc. and Plumbers' Supply Company. Most client plans are sponsored in MA, CT and RI.
How many plans does Rockland Trust serve?
Rockland Trust serves 36 retirement plans with $4.8B in plan assets and 36,643 participants, based on the latest Form 5500 filings through 2024.
What does Rockland Trust charge?
Plans reported $1.1M in total Schedule C compensation paid to Rockland Trust. The median plan paid $24K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served36+7 YoYRank #547 of mapped providers
Assets under administration$4.8B0.0%Rank #5476 by share of filed assets
Fees received$1MMedian $23,949/planSum across Schedule C direct + indirect
Net wins YoY+15 won - 4 lostPlan-level switch detection

See full Rockland Trust analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets
Try Pro freeSee pricing

Fund lineups on plans this firm keeps

Search these plans

Large plans that name Rockland Trust as recordkeeper and list their funds in their filing.

Plans
2
$3.38B in funds
In collective trusts
3%
average plan
In Rockland Trust funds
0%
average plan
In index funds
8%
average plan

Top managers in these lineups

ManagerPlans
PIMCO (Allianz)1
Dimensional1
JPMorgan1
Blackstone1
State Street (SSgA)1

Target-date series

SeriesPlans
T. Rowe Price Retirement1

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.