Who uses The Berwyn Group?

42 retirement plans list The Berwyn Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees Eastern Atlantic States Carpenters Pension Fund, Joint Board of Trustees, Bakery & Confectionery Union & Industry, Board of Trustees Laborers Pension Trust Fund for Northern California and Board of Trustees,construction Laborers Pension Trust for Southern Cal. Most client plans are sponsored in NY, IL and PA.

How many plans does The Berwyn Group serve?

The Berwyn Group serves 42 retirement plans with $66.6B in plan assets and 767,464 participants, based on the latest Form 5500 filings through 2024.

What does The Berwyn Group charge?

Plans reported $1.4M in total Schedule C compensation paid to The Berwyn Group. The median plan paid $15K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

The Berwyn Group

Matched across 13 name variants in the filings

The Berwyn Group summary

The Berwyn Group appears on 42 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $66.6B in assets for 767,464 participants. The median client plan holds $555M. Most client plans are sponsored in NY, IL and PA. The largest clients by plan assets are Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees Eastern Atlantic States Carpenters Pension Fund and Joint Board of Trustees, Bakery & Confectionery Union & Industry. Plans reported $1.4M in direct and indirect compensation paid to The Berwyn Group. The median is $15K per plan.

Participants: 767,464
Median plan assets: $555M
Median plan participants: 4,609
Median fees per plan: $15K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Board of Trustees of the Western States Carpenters Pension Trust	CA	$14.5B	178,331
Board of Trustees Eastern Atlantic States Carpenters Pension Fund	PA	$7.8B	65,862
Joint Board of Trustees, Bakery & Confectionery Union & Industry	MD	$6.5B	98,364
Board of Trustees Laborers Pension Trust Fund for Northern California	CA	$5.5B	44,826
Board of Trustees,construction Laborers Pension Trust for Southern Cal	CA	$4.2B	43,125
Paccar Inc	WA	$3.1B	17,931
Pace Industry Union-Management Pension Fund	TN	$3.0B	59,464
Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI	NJ	$3.0B	22,884
Linde Inc.	CT	$2.3B	17,781
Board of Trustees Mason Tenders District Council Pension Fund	NY	$2.2B	19,465
Board of Trustees - Indiana Laborers Pension Fund	IN	$1.8B	28,807
W PA Teamsters & Employers Pension	PA	$1.7B	19,152
Plumbers Local Union No. 1 Employee 401(k) Savings Plan	NY	$1.1B	5,887
Curtiss Wright Corporation	NJ	$919M	4,331
RPM International Inc.	OH	$847M	10,347
Trustees of SEIU Local 1 & Participating Employers Pension Trust	IL	$774M	23,447
Board of Trustees Iron Workers	MA	$758M	4,855
PPG Industries, Inc.	PA	$736M	5,714
Avient Corporation	OH	$731M	4,362
Board of Trustees of the Hrsa-Ila Pension Plan	VA	$596M	4,245
I.U.O.E. Local 132 Pension Fund	WV	$559M	4,062
Board of Trustees of Local 272 Labor Management Pension Fund	NY	$550M	12,698
Associated Press	NY	$440M	4,094
Board of Trustees of Pointers,	NY	$412M	2,919
Trustees of Local Union 786 Ibt Material Pension	IL	$394M	2,985

Board of Trustees of the Western States Carpenters Pension Trust$14.5B
CAParticipants 178,331
Board of Trustees Eastern Atlantic States Carpenters Pension Fund$7.8B
PAParticipants 65,862
Joint Board of Trustees, Bakery & Confectionery Union & Industry$6.5B
MDParticipants 98,364
Board of Trustees Laborers Pension Trust Fund for Northern California$5.5B
CAParticipants 44,826
Board of Trustees,construction Laborers Pension Trust for Southern Cal$4.2B
CAParticipants 43,125
Paccar Inc$3.1B
WAParticipants 17,931
Pace Industry Union-Management Pension Fund$3.0B
TNParticipants 59,464
Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI$3.0B
NJParticipants 22,884
Linde Inc.$2.3B
CTParticipants 17,781
Board of Trustees Mason Tenders District Council Pension Fund$2.2B
NYParticipants 19,465
Board of Trustees - Indiana Laborers Pension Fund$1.8B
INParticipants 28,807
W PA Teamsters & Employers Pension$1.7B
PAParticipants 19,152
Plumbers Local Union No. 1 Employee 401(k) Savings Plan$1.1B
NYParticipants 5,887
Curtiss Wright Corporation$919M
NJParticipants 4,331
RPM International Inc.$847M
OHParticipants 10,347
Trustees of SEIU Local 1 & Participating Employers Pension Trust$774M
ILParticipants 23,447
Board of Trustees Iron Workers$758M
MAParticipants 4,855
PPG Industries, Inc.$736M
PAParticipants 5,714
Avient Corporation$731M
OHParticipants 4,362
Board of Trustees of the Hrsa-Ila Pension Plan$596M
VAParticipants 4,245
I.U.O.E. Local 132 Pension Fund$559M
WVParticipants 4,062
Board of Trustees of Local 272 Labor Management Pension Fund$550M
NYParticipants 12,698
Associated Press$440M
NYParticipants 4,094
Board of Trustees of Pointers,$412M
NYParticipants 2,919
Trustees of Local Union 786 Ibt Material Pension$394M
ILParticipants 2,985

Top client states

NY7 plans
IL5 plans
PA4 plans
CA3 plans
NJ3 plans

Frequently asked questions

Who uses The Berwyn Group?: 42 retirement plans list The Berwyn Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees Eastern Atlantic States Carpenters Pension Fund, Joint Board of Trustees, Bakery & Confectionery Union & Industry, Board of Trustees Laborers Pension Trust Fund for Northern California and Board of Trustees,construction Laborers Pension Trust for Southern Cal. Most client plans are sponsored in NY, IL and PA.
How many plans does The Berwyn Group serve?: The Berwyn Group serves 42 retirement plans with $66.6B in plan assets and 767,464 participants, based on the latest Form 5500 filings through 2024.
What does The Berwyn Group charge?: Plans reported $1.4M in total Schedule C compensation paid to The Berwyn Group. The median plan paid $15K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served42+31 YoYRank #1204 of mapped providers

Assets under administration$66.6B0.1%Rank #342 by share of filed assets

Fees received$1MMedian $14,871/planSum across Schedule C direct + indirect

Net wins YoY+110 won - 9 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 The Berwyn Group as recordkeeper and list their funds in their filing.

Plans

$1.16B in funds

In collective trusts

14%

average plan

In The Berwyn Group funds

average plan

In index funds

27%

average plan

Top managers in these lineups

Manager	Plans
Marsh McLennan (Mercer)	2
State Street (SSgA)	2
Invesco	2
Vanguard	1
AFL-CIO Investment Trust	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.