Who uses Sage Advisory Services?

80 retirement plans list Sage Advisory Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Latham & Watkins LLP, Board of Trustees Annuity Fund IUOE Local 15, 15A, 15C, 15D AFL-CIO, Trustees of Ohio Carpenters' Pension Plan, BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F and Sheet Metal Workers Pension Trust. Most client plans are sponsored in NY, CA and NJ.

How many plans does Sage Advisory Services serve?

Sage Advisory Services serves 80 retirement plans with $27.1B in plan assets and 215,366 participants, based on the latest Form 5500 filings through 2024.

What does Sage Advisory Services charge?

Plans reported $7.8M in total Schedule C compensation paid to Sage Advisory Services. The median plan paid $63K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Sage Advisory Services

Matched across 39 name variants in the filings

Sage Advisory Services summary

Sage Advisory Services appears on 80 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $27.1B in assets for 215,366 participants. The median client plan holds $101M. Most client plans are sponsored in NY, CA and NJ. The largest clients by plan assets are Latham & Watkins LLP, Board of Trustees Annuity Fund IUOE Local 15, 15A, 15C, 15D AFL-CIO and Trustees of Ohio Carpenters' Pension Plan. Plans reported $7.8M in direct and indirect compensation paid to Sage Advisory Services. The median is $63K per plan.

Participants: 215,366
Median plan assets: $101M
Median plan participants: 1,211
Median fees per plan: $63K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Latham & Watkins LLP	CA	$3.6B	8,625
Board of Trustees Annuity Fund IUOE Local 15, 15A, 15C, 15D AFL-CIO	NY	$2.3B	5,356
Trustees of Ohio Carpenters' Pension Plan	MI	$2.1B	31,115
BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F	PA	$1.9B	4,174
Sheet Metal Workers Pension Trust	CA	$1.7B	13,026
Marvell Semiconductor, Inc.	CA	$1.6B	5,628
UFCW Union & Participating Food Industry Employers Tri-State Pension F	PA	$896M	27,068
Joint Pension Fund of Local Union No 102 IBEW Board of Trustees	NJ	$807M	4,348
Mary Kay Inc.	TX	$758M	1,975
Board of Trustees of Steamfitters Local Union No. 420 Pension Plan	PA	$724M	5,302
Trustees of the Smart Local 265 Pension Fund	IL	$607M	3,363
VHS of Michigan	MI	$579M	7,592
Ironworkers National Pension Plan Board of Trustees	IL	$503M	13,533
City of Hope Medical Group, Inc.	CA	$467M	813
Paul Weiss Rifkind Wharton & Garrison LLP	NY	$450M	315
Bot of Resilient Floor Covering Pension Fund	CA	$446M	3,876
Board of Trustees Metro Ila Pension Fund	NJ	$411M	1,691
A&E Television Networks, LLC.	NY	$357M	1,650
American Fidelity Corporation	OK	$336M	2,060
Public Consulting Group LLC	MA	$311M	3,110
BD of Trustees Pension Plan of the IUOE 137 137A 137B 137C 137R Aflcio	NY	$296M	1,436
Board of Trustees I.U.O.E. Annuity Local 137 137A 137B 137C 137R	NY	$278M	1,575
The Building Industry Electrical Contractors Association, Inc.	NY	$271M	2,289
National Association for Stock Car Auto Racing, LLC	FL	$270M	5,273
Board of Trustees, Texas Iron Workers' Pension Plan	TX	$264M	0

Latham & Watkins LLP$3.6B
CAParticipants 8,625
Board of Trustees Annuity Fund IUOE Local 15, 15A, 15C, 15D AFL-CIO$2.3B
NYParticipants 5,356
Trustees of Ohio Carpenters' Pension Plan$2.1B
MIParticipants 31,115
BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F$1.9B
PAParticipants 4,174
Sheet Metal Workers Pension Trust$1.7B
CAParticipants 13,026
Marvell Semiconductor, Inc.$1.6B
CAParticipants 5,628
UFCW Union & Participating Food Industry Employers Tri-State Pension F$896M
PAParticipants 27,068
Joint Pension Fund of Local Union No 102 IBEW Board of Trustees$807M
NJParticipants 4,348
Mary Kay Inc.$758M
TXParticipants 1,975
Board of Trustees of Steamfitters Local Union No. 420 Pension Plan$724M
PAParticipants 5,302
Trustees of the Smart Local 265 Pension Fund$607M
ILParticipants 3,363
VHS of Michigan$579M
MIParticipants 7,592
Ironworkers National Pension Plan Board of Trustees$503M
ILParticipants 13,533
City of Hope Medical Group, Inc.$467M
CAParticipants 813
Paul Weiss Rifkind Wharton & Garrison LLP$450M
NYParticipants 315
Bot of Resilient Floor Covering Pension Fund$446M
CAParticipants 3,876
Board of Trustees Metro Ila Pension Fund$411M
NJParticipants 1,691
A&E Television Networks, LLC.$357M
NYParticipants 1,650
American Fidelity Corporation$336M
OKParticipants 2,060
Public Consulting Group LLC$311M
MAParticipants 3,110
BD of Trustees Pension Plan of the IUOE 137 137A 137B 137C 137R Aflcio$296M
NYParticipants 1,436
Board of Trustees I.U.O.E. Annuity Local 137 137A 137B 137C 137R$278M
NYParticipants 1,575
The Building Industry Electrical Contractors Association, Inc.$271M
NYParticipants 2,289
National Association for Stock Car Auto Racing, LLC$270M
FLParticipants 5,273
Board of Trustees, Texas Iron Workers' Pension Plan$264M
TXParticipants 0

Top client states

NY15 plans
CA11 plans
NJ8 plans
IL6 plans
TX6 plans

Frequently asked questions

Who uses Sage Advisory Services?: 80 retirement plans list Sage Advisory Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Latham & Watkins LLP, Board of Trustees Annuity Fund IUOE Local 15, 15A, 15C, 15D AFL-CIO, Trustees of Ohio Carpenters' Pension Plan, BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F and Sheet Metal Workers Pension Trust. Most client plans are sponsored in NY, CA and NJ.
How many plans does Sage Advisory Services serve?: Sage Advisory Services serves 80 retirement plans with $27.1B in plan assets and 215,366 participants, based on the latest Form 5500 filings through 2024.
What does Sage Advisory Services charge?: Plans reported $7.8M in total Schedule C compensation paid to Sage Advisory Services. The median plan paid $63K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served80+10 YoYRank #258 of mapped providers

Assets under administration$27.1B0.0%Rank #570 by share of filed assets

Fees received$8MMedian $62,773/planSum across Schedule C direct + indirect

Net wins YoY+515 won - 10 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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5-year plans-served trajectory
Customer-base shape
Median fees per service
Competitor overlap
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 Sage Advisory Services as recordkeeper and list their funds in their filing.

Plans

$345K in funds

In collective trusts

average plan

In Sage Advisory Services funds

average plan

In index funds

average plan

Top managers in these lineups

Manager	Plans
Allspring	1

Target-date series

None.

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.