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Systematic Financial Management

Matched across 15 name variants in the filings

Systematic Financial Management summary

Systematic Financial Management appears on 21 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $80.0B in assets for 2,283,800 participants. The median client plan holds $470M. Most client plans are sponsored in CA, IL and WI. The largest clients by plan assets are Walmart Inc., BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund and Board of Directors Producer-Writers Guild of America Pension Plan. Plans reported $5.4M in direct and indirect compensation paid to Systematic Financial Management. The median is $216K per plan.

Participants
2,283,800
Median plan assets
$470M
Median plan participants
3,941
Median fees per plan
$216K
Schedule C direct + indirect

Top 21 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Walmart Inc.AR$50.8B1,970,230
BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens FundIL$5.2B30,331
Board of Directors Producer-Writers Guild of America Pension PlanCA$5.2B20,255
Trustees of I.B. of T. Union Local 710 Pension FundIL$5.0B21,316
Board of Trustees, Western Unite Here and EmployersCA$4.0B158,780
Gundersen Lutheran Administrative Services, Inc.WI$3.2B12,523
BD of Tees Heating, Piping & Refrigeration Pension FundMD$1.4B8,132
Board of Trustees Michigan Laborers' Pension FundMI$1.3B28,837
Atmos Energy CorporationTX$618M3,941
Board of Trustees of Pension FundCA$598M4,710
Board of Trustees of the Umwa 1985 Construction WorkersWV$470M2,281
Board of Trustees, Western Glaziers Retirement PlanWA$414M1,757
IBEW Local Union No. 124 Pension Trust FundMO$384M4,432
Board of Trustees, Utah Pipe Trades PensionCA$294M2,494
U.A. Plumbers & Steamfitters Local 22 Pension FundNY$289M1,968
Board of Trustees Insulators Local No. 2 Pension PlanPA$221M939
Oshkosh CorporationWI$178M2,353
Pierce Manufacturing, Inc.WI$166M1,839
Board of Trustees Laborers Local 231 Pension FundIL$144M1,261
BD of Trustes 32BJ Connecticut Pension FundNY$93.8M3,697
Trustees of LDC Pension Fund for Baltimore and VicinityMD$91.3M1,724

Top client states

  • CA4 plans
  • IL3 plans
  • WI3 plans
  • MD2 plans
  • NY2 plans

Frequently asked questions

Who uses Systematic Financial Management?
21 retirement plans list Systematic Financial Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Walmart Inc., BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund, Board of Directors Producer-Writers Guild of America Pension Plan, Trustees of I.B. of T. Union Local 710 Pension Fund and Board of Trustees, Western Unite Here and Employers. Most client plans are sponsored in CA, IL and WI.
How many plans does Systematic Financial Management serve?
Systematic Financial Management serves 21 retirement plans with $80.0B in plan assets and 2,283,800 participants, based on the latest Form 5500 filings through 2024.
What does Systematic Financial Management charge?
Plans reported $5.4M in total Schedule C compensation paid to Systematic Financial Management. The median plan paid $216K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served21+3 YoYRank #813 of mapped providers
Assets under administration$80.0B0.0%Rank #517 by share of filed assets
Fees received$5MMedian $216,423/planSum across Schedule C direct + indirect
Net wins YoY+13 won - 2 lostPlan-level switch detection

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