THE SEGAL COMPANY

The Segal Company at a glance

The Segal Company appears on 814 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $752.5B in assets for 11,257,182 participants. The median client plan holds $212M. Most client plans are sponsored in NY, IL and CA. The largest clients by plan assets are Trustees of Central States, SE and SW Areas Pension Fund, Board of Trustees of the CPF of the IUOE and Participating Employers and Trustees of the National Electrical Benefit Fund. Plans reported $105M in direct and indirect compensation paid to The Segal Company, a median of $67K per plan.

Participants

11,257,182

Median plan assets

$212M

Median plan participants

2,546

Median fees per plan

$67K

Schedule C direct + indirect

Frequently asked questions

Who uses The Segal Company?

814 retirement plans list The Segal Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of Central States, SE and SW Areas Pension Fund, Board of Trustees of the CPF of the IUOE and Participating Employers, Trustees of the National Electrical Benefit Fund, Trustees of the National Electrical Annuity Plan and Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan. Most client plans are sponsored in NY, IL and CA.

How many plans does The Segal Company serve?

The Segal Company serves 814 retirement plans with $752.5B in plan assets and 11,257,182 participants, based on the latest Form 5500 filings through 2024.

What does The Segal Company charge?

Plans reported $105M in total Schedule C compensation paid to The Segal Company. The median plan paid $67K. Fees vary with plan size and the services each plan buys.