1,564 retirement plans list TIAA as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Mass General Brigham Incorporated, Duke University, The Mount Sinai Medical Center, Johns Hopkins University Office of Benefits Services and Yale University. Most client plans are sponsored in NY, CA and MA.

How many plans does TIAA serve?

TIAA serves 1,564 retirement plans with $427.4B in plan assets and 3,581,337 participants, based on the latest Form 5500 filings through 2024.

What does TIAA charge?

Plans reported $96.4M in total Schedule C compensation paid to TIAA. The median plan paid $27K. Fees vary with plan size and the services each plan buys.

TIAA 401(k) Clients: 1,564 Plans, $427.4B (2024)

TIAA at a glance

TIAA appears on 1,564 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $427.4B in assets for 3,581,337 participants. The median client plan holds $55.6M. Most client plans are sponsored in NY, CA and MA. The largest clients by plan assets are Mass General Brigham Incorporated, Duke University and The Mount Sinai Medical Center. Plans reported $96.4M in direct and indirect compensation paid to TIAA, a median of $27K per plan.

Participants: 3,581,337
Median plan assets: $55.6M
Median plan participants: 541
Median fees per plan: $27K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Mass General Brigham Incorporated	MA	$16.7B	136,132
Duke University	NC	$11.0B	71,641
The Mount Sinai Medical Center	NY	$9.5B	75,936
Johns Hopkins University Office of Benefits Services	MD	$8.8B	40,900
Yale University	CT	$8.3B	25,753
University of Rochester	NY	$8.0B	47,731
Washington University in St. Louis	MO	$7.5B	40,001
Trustees of the University of PA	PA	$7.0B	35,700
Memorial Sloan Kettering Cancer Center	NY	$6.4B	35,063
New York University	NY	$6.2B	23,961
Teachers Insurance and Annuity Association of America	NY	$5.9B	29,832
Trustees of Columbia University	NY	$5.6B	34,090
California Institute of Technology	CA	$5.2B	22,143
The Mitre Corporation	VA	$5.1B	19,699
The New York-Presbyterian Hospital	NY	$4.8B	72,256
Trustees of Columbia University	NY	$4.7B	40,437
Teachers Insurance and Annuity Association of America	NY	$4.6B	26,753
New York University	NY	$4.6B	12,699
Northwestern University	IL	$4.4B	25,018
President & Fellows of Harvard College Harvard Human Resources, Benefi	MA	$4.3B	38,534
The University of Chicago	IL	$3.8B	10,931
Wake Forest University Baptist Medical Center	NC	$3.6B	35,237
Nyu Langone Hospitals	NY	$3.6B	48,046
Penn State Health	PA	$3.4B	22,299
Northeastern University	MA	$3.0B	14,950

Top client states

NY255 plans
CA174 plans
MA127 plans
PA116 plans
IL67 plans

Frequently asked questions

Who uses TIAA?: 1,564 retirement plans list TIAA as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Mass General Brigham Incorporated, Duke University, The Mount Sinai Medical Center, Johns Hopkins University Office of Benefits Services and Yale University. Most client plans are sponsored in NY, CA and MA.
How many plans does TIAA serve?: TIAA serves 1,564 retirement plans with $427.4B in plan assets and 3,581,337 participants, based on the latest Form 5500 filings through 2024.
What does TIAA charge?: Plans reported $96.4M in total Schedule C compensation paid to TIAA. The median plan paid $27K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served1,564-23 YoYRank #18 of mapped providers

Assets under administration$427.4B0.5%Market share · rank #34

Fees received$96MMedian $26,920/planSum across Schedule C direct + indirect

Net wins YoY-37108 won · 145 lostPlan-level switch detection

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