Filings through .
Tucker Arensberg
Matched across 17 name variants in the filings
Tucker Arensberg summary
Tucker Arensberg appears on 20 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $24.5B in assets for 352,935 participants. The median client plan holds $137M. Most client plans are sponsored in PA, OH and MI. The largest clients by plan assets are Steelworkers Pension Trust, Board of Trustees Boilermaker-Blacksmith National and Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees. Plans reported $5.3M in direct and indirect compensation paid to Tucker Arensberg. The median is $31K per plan.
- Participants
- 352,935
- Median plan assets
- $137M
- Median plan participants
- 1,998
- Median fees per plan
- $31K
- Schedule C direct + indirect
Top 20 client plans by assets
Latest Form 5500 filing per plan through 2024
- PAParticipants 124,466
- MOParticipants 80,906
- MDParticipants 94,321
- MDParticipants 25,326
- PAParticipants 3,273
- OHParticipants 3,822
- PAParticipants 2,908
- ORParticipants 2,008
- PAParticipants 2,003
- MIParticipants 1,874
- MIParticipants 1,992
- OHParticipants 3,224
- OHParticipants 1,018
- MIParticipants 1,588
- OHParticipants 736
- AKParticipants 675
- PAParticipants 1,941
- ILParticipants 202
- OHParticipants 652
- PAParticipants 0
Top client states
- PA6 plans
- OH5 plans
- MI3 plans
- MD2 plans
- AK1 plan
Frequently asked questions
- Who uses Tucker Arensberg?
- 20 retirement plans list Tucker Arensberg as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Steelworkers Pension Trust, Board of Trustees Boilermaker-Blacksmith National, Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees, Intl Painters & Allied Trades Ind. Pension Fund- and Board of Trustees, Steamfitters Local #449 Pension Fund. Most client plans are sponsored in PA, OH and MI.
- How many plans does Tucker Arensberg serve?
- Tucker Arensberg serves 20 retirement plans with $24.5B in plan assets and 352,935 participants, based on the latest Form 5500 filings through 2024.
- What does Tucker Arensberg charge?
- Plans reported $5.3M in total Schedule C compensation paid to Tucker Arensberg. The median plan paid $31K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Tucker Arensberg analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets