390 retirement plans list US Bank 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, U.S. Bancorp, Trustees of Ilwu-Pma Pension Plan, Board of Trustees Laborers Pension Trust Fund for Northern California and Savings Board of the NFL Player Second Career Savings Plan. Most client plans are sponsored in CA, WA and NY.

How many plans does US Bank serve?

US Bank serves 390 retirement plans with $152.1B in plan assets and 1,823,117 participants, based on the latest Form 5500 filings through 2024.

What does US Bank charge?

Plans reported $22.0M in total Schedule C compensation paid to US Bank. The median plan paid $28K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

US Bank

Matched across 84 name variants in the filings

US Bank summary

US Bank appears on 390 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $152.1B in assets for 1,823,117 participants. The median client plan holds $118M. Most client plans are sponsored in CA, WA and NY. The largest clients by plan assets are Board of Trustees of the Western States Carpenters Pension Trust, U.S. Bancorp and Trustees of Ilwu-Pma Pension Plan. Plans reported $22.0M in direct and indirect compensation paid to US Bank. The median is $28K per plan.

Participants: 1,823,117
Median plan assets: $118M
Median plan participants: 1,457
Median fees per plan: $28K; 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
U.S. Bancorp	MN	$13.0B	85,667
Trustees of Ilwu-Pma Pension Plan	CA	$10.8B	25,317
Board of Trustees Laborers Pension Trust Fund for Northern California	CA	$5.5B	44,826
Savings Board of the NFL Player Second Career Savings Plan	MD	$4.1B	11,630
Building Trades United Pension Trust Fund	WI	$3.5B	28,408
Cleveland-Cliffs Steel Corporation	OH	$3.5B	20,915
Pace Industry Union-Management Pension Fund	TN	$3.0B	59,464
Pension Committee Under Twin City Hospitals - Minnesota Nurses	MN	$2.7B	34,186
Board of Trustees, Sound Retirement Trust	WA	$2.7B	107,493
Annuity Board of the NFL Player Annuity Program	MD	$2.3B	7,915
Board of Trustees Gciu-Employer Retirement Benefit Plan	WA	$1.8B	36,264
Southern California Pipe Trades Retirement Fund	CA	$1.8B	15,745
Sheet Metal Workers Pension Trust	CA	$1.7B	13,026
Board of Trustees of the Laborers National Pension Fund	TX	$1.7B	40,908
B of T, Northwest Sheet Metal Workers Pension Plan	OR	$1.7B	9,374
Board of Trustees, United Association Union Local No.	OR	$1.5B	0
Bot, Wa State Plumbing and Pipefitting Industry Pension Plan	WA	$1.4B	10,882
Board of Trustees, Puget Sound Electrical Workers Pension Trust	WA	$1.3B	8,704
Board of Trustees, Eighth District Electrical Pension	NV	$1.3B	21,064
Board of Trustee, Oregon Retail Employees Pension	OR	$1.2B	57,113
Iron Workers District Council of Southern Ohio & Vicinity	OH	$1.2B	8,620
Trustees UFCW Local 1262 Pension Fund	NJ	$1.1B	25,203
Idaho Power Company	ID	$1.0B	4,833
Hormel Foods Corporation	MN	$1.0B	11,782

Board of Trustees of the Western States Carpenters Pension Trust$14.5B
CAParticipants 178,331
U.S. Bancorp$13.0B
MNParticipants 85,667
Trustees of Ilwu-Pma Pension Plan$10.8B
CAParticipants 25,317
Board of Trustees Laborers Pension Trust Fund for Northern California$5.5B
CAParticipants 44,826
Savings Board of the NFL Player Second Career Savings Plan$4.1B
MDParticipants 11,630
Building Trades United Pension Trust Fund$3.5B
WIParticipants 28,408
Cleveland-Cliffs Steel Corporation$3.5B
OHParticipants 20,915
Pace Industry Union-Management Pension Fund$3.0B
TNParticipants 59,464
Pension Committee Under Twin City Hospitals - Minnesota Nurses$2.7B
MNParticipants 34,186
Board of Trustees, Sound Retirement Trust$2.7B
WAParticipants 107,493
Annuity Board of the NFL Player Annuity Program$2.3B
MDParticipants 7,915
Board of Trustees Gciu-Employer Retirement Benefit Plan$1.8B
WAParticipants 36,264
Southern California Pipe Trades Retirement Fund$1.8B
CAParticipants 15,745
Sheet Metal Workers Pension Trust$1.7B
CAParticipants 13,026
Board of Trustees of the Laborers National Pension Fund$1.7B
TXParticipants 40,908
B of T, Northwest Sheet Metal Workers Pension Plan$1.7B
ORParticipants 9,374
Board of Trustees, United Association Union Local No.$1.5B
ORParticipants 0
Bot, Wa State Plumbing and Pipefitting Industry Pension Plan$1.4B
WAParticipants 10,882
Board of Trustees, Puget Sound Electrical Workers Pension Trust$1.3B
WAParticipants 8,704
Board of Trustees, Eighth District Electrical Pension$1.3B
NVParticipants 21,064
Board of Trustee, Oregon Retail Employees Pension$1.2B
ORParticipants 57,113
Iron Workers District Council of Southern Ohio & Vicinity$1.2B
OHParticipants 8,620
Trustees UFCW Local 1262 Pension Fund$1.1B
NJParticipants 25,203
Idaho Power Company$1.0B
IDParticipants 4,833
Hormel Foods Corporation$1.0B
MNParticipants 11,782

Top client states

CA86 plans
WA31 plans
NY29 plans
OR27 plans
MN22 plans

Frequently asked questions

Who uses US Bank?: 390 retirement plans list US Bank 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, U.S. Bancorp, Trustees of Ilwu-Pma Pension Plan, Board of Trustees Laborers Pension Trust Fund for Northern California and Savings Board of the NFL Player Second Career Savings Plan. Most client plans are sponsored in CA, WA and NY.
How many plans does US Bank serve?: US Bank serves 390 retirement plans with $152.1B in plan assets and 1,823,117 participants, based on the latest Form 5500 filings through 2024.
What does US Bank charge?: Plans reported $22.0M in total Schedule C compensation paid to US Bank. The median plan paid $28K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served390+32 YoYRank #72 of mapped providers

Assets under administration$152.1B0.1%Rank #127 by share of filed assets

Fees received$22MMedian $28,135/planSum across Schedule C direct + indirect

Net wins YoY+638 won - 32 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

Customer-base shape

Participant bands, asset bands, top states and top industries.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

See full US Bank 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 free See pricing