PlanOptica
Try Pro free

Filings through .

TCW Asset Management Company

Matched across 84 name variants in the filings

TCW Asset Management Company summary

TCW Asset Management Company appears on 49 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $111.0B in assets for 1,418,344 participants. The median client plan holds $624M. Most client plans are sponsored in CA, NY and MI. The largest clients by plan assets are Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Jpmorgan Chase Bank, National Association and Mayo Clinic. Plans reported $10.3M in direct and indirect compensation paid to TCW Asset Management Company. The median is $90K per plan.

Participants
1,418,344
Median plan assets
$624M
Median plan participants
3,485
Median fees per plan
$90K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees of 1199SEIU Health Care Employees Pension FundNY$19.0B301,189
Jpmorgan Chase Bank, National AssociationNJ$17.2B193,210
Mayo ClinicMN$13.3B96,323
BD of Trustees Sheet Metal Workers' National Pension FundVA$10.0B153,043
Steelworkers Pension TrustPA$8.1B124,466
Board of Trustees Boilermaker-Blacksmith NationalMO$7.8B80,906
Board of Directors Producer-Writers Guild of America Pension PlanCA$5.2B20,255
Bae Systems, Inc.VA$3.7B25,510
Board of Trustees, Sound Retirement TrustWA$2.7B107,493
BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. PlanGA$2.7B12,399
Ut-Battelle, LLCTN$2.6B13,024
Navy Federal Credit UnionVA$2.3B25,626
Mufg Bank, Ltd.NY$1.3B6,197
Board of Trustees Northern Cali. Pipe Trades Pension TrustCA$1.3B4,416
Hanford Pension & Savings Plans CommitteeWA$1.3B7,381
Board of Trustee, Oregon Retail Employees PensionOR$1.2B57,113
Idaho Power CompanyID$1.0B4,833
Board of Trustees, Southern California United FoodCA$993M26,669
Shands Teaching Hospital and Clinics, Inc.FL$958M7,075
Group Health, Inc.MN$907M3,630
The Board of Trustees American Maritime Officers Pension PlanFL$765M4,385
American Water Works Co., Inc., plan 001NJ$755M2,256
Board of Trustees Local No. 8 IBEW Retirement Plan & TrustOH$740M3,485
American Water Works Co., Inc., plan 004NJ$668M2,739
Trustees of Michigan Electrical Employees' Pension FundMI$624M5,705

Top client states

  • CA8 plans
  • NY6 plans
  • MI5 plans
  • NJ4 plans
  • OR3 plans

Frequently asked questions

Who uses TCW Asset Management Company?
49 retirement plans list TCW Asset Management Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Jpmorgan Chase Bank, National Association, Mayo Clinic, BD of Trustees Sheet Metal Workers' National Pension Fund and Steelworkers Pension Trust. Most client plans are sponsored in CA, NY and MI.
How many plans does TCW Asset Management Company serve?
TCW Asset Management Company serves 49 retirement plans with $111.0B in plan assets and 1,418,344 participants, based on the latest Form 5500 filings through 2024.
What does TCW Asset Management Company charge?
Plans reported $10.3M in total Schedule C compensation paid to TCW Asset Management Company. The median plan paid $90K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served49-18 YoYRank #335 of mapped providers
Assets under administration$111.0B0.1%Rank #126 by share of filed assets
Fees received$10MMedian $89,664/planSum across Schedule C direct + indirect
Net wins YoY-123 won - 15 lostPlan-level switch detection

See full TCW Asset Management Company 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