PlanOptica

Filings through .

Schneider Downs & Co., Inc.

Matched across 49 name variants in the filings

Schneider Downs & Co., Inc. summary

Schneider Downs & Co., Inc. appears on 100 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $18.7B in assets for 145,399 participants. The median client plan holds $34.4M. Most client plans are sponsored in PA, OH and WV. The largest clients by plan assets are Westinghouse Electric Company LLC, Conocophillips Company and Fluor Marine Propulsion, LLC. Plans reported $3.8M in direct and indirect compensation paid to Schneider Downs & Co., Inc.. The median is $22K per plan.

Participants
145,399
Median plan assets
$34.4M
Median plan participants
691
Median fees per plan
$22K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • PA59 plans
  • OH21 plans
  • WV6 plans
  • IL2 plans
  • IN2 plans

Frequently asked questions

Who uses Schneider Downs & Co., Inc.?
100 retirement plans list Schneider Downs & Co., Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Westinghouse Electric Company LLC, Conocophillips Company, Fluor Marine Propulsion, LLC and K&L Gates LLP. Most client plans are sponsored in PA, OH and WV.
How many plans does Schneider Downs & Co., Inc. serve?
Schneider Downs & Co., Inc. serves 100 retirement plans with $18.7B in plan assets and 145,399 participants, based on the latest Form 5500 filings through 2024.
What does Schneider Downs & Co., Inc. charge?
Plans reported $3.8M in total Schedule C compensation paid to Schneider Downs & Co., Inc.. The median plan paid $22K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served100+8 YoYRank #187 of mapped providers
Assets under administration$18.7B0.0%Rank #925 by share of filed assets
Fees received$4MMedian $21,864/planSum across Schedule C direct + indirect
Net wins YoY+923 won - 14 lostPlan-level switch detection

See full Schneider Downs & Co., Inc. 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

Fund lineups on plans this firm keeps

Large plans that name Schneider Downs & CO as recordkeeper and list their funds in their filing.

Plans
17
$480M in funds
In collective trusts
22%
average plan
In Schneider Downs & CO funds
0%
average plan
In index funds
62%
average plan

Top managers in these lineups

Target-date series

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.