How many plans does Valic Retirement Services Company serve?

Valic Retirement Services Company serves 260 retirement plans with $44.4B in plan assets and 682,665 participants, based on the latest Form 5500 filings through 2024.

What does Valic Retirement Services Company charge?

Plans reported $27.3M in total Schedule C compensation paid to Valic Retirement Services Company. The median plan paid $23K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Valic Retirement Services Company

Matched across 63 name variants in the filings

Valic Retirement Services Company summary

Valic Retirement Services Company appears on 260 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $44.4B in assets for 682,665 participants. The median client plan holds $23.0M. Most client plans are sponsored in FL, PA and NC. The largest clients by plan assets are New York University, The University of Vermont Health Network 403(b)) Retirement Savings Plan and University of Miami. Plans reported $27.3M in direct and indirect compensation paid to Valic Retirement Services Company. The median is $23K per plan.

Participants: 682,665
Median plan assets: $23.0M
Median plan participants: 692
Median fees per plan: $23K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
New York University	NY	$6.2B	23,961
The University of Vermont Health Network 403(b)) Retirement Savings Plan	VT	$2.6B	17,377
University of Miami, plan 005	FL	$2.5B	18,632
Hackensack Meridian Health	NJ	$1.9B	21,658
The Moses H. Cone Memorial Hospital Operating Corporation	NC	$1.9B	22,505
Wakemed	NC	$1.7B	16,757
Thomas Jefferson University, plan 021	PA	$1.6B	29,087
Lehigh Valley Health Network, Inc., plan 003	PA	$1.3B	27,887
University of Miami, plan 003	FL	$1.3B	2,258
Howard University	DC	$1.3B	11,739
New York Society for the Relief of the Ruptured and Crippled	NY	$1.0B	8,384
Florida Health Sciences Center, Inc.	FL	$922M	17,346
University of San Diego	CA	$895M	6,178
Thomas Jefferson University, plan 025	PA	$772M	27,233
Ballad Health	TN	$731M	16,790
Nysarc, Inc., plan 004	NY	$717M	21,445
Care New England	RI	$639M	9,758
Lehigh Valley Health Network, Inc., plan 002	PA	$630M	25,978
Navicent Health, Inc.	GA	$628M	12,379
Valley Health System	VA	$621M	10,476
Penn State Health	PA	$608M	20,970
New York Blood Center, Inc.	NY	$544M	4,556
Nysarc, Inc., plan 003	NY	$502M	15,778
Dialysis Clinic, Inc.	TN	$501M	8,843
Nova Southeastern University, Inc.	FL	$488M	3,957

New York University$6.2B
NYParticipants 23,961
The University of Vermont Health Network 403(b)) Retirement Savings Plan$2.6B
VTParticipants 17,377
University of Miami, plan 005$2.5B
FLParticipants 18,632
Hackensack Meridian Health$1.9B
NJParticipants 21,658
The Moses H. Cone Memorial Hospital Operating Corporation$1.9B
NCParticipants 22,505
Wakemed$1.7B
NCParticipants 16,757
Thomas Jefferson University, plan 021$1.6B
PAParticipants 29,087
Lehigh Valley Health Network, Inc., plan 003$1.3B
PAParticipants 27,887
University of Miami, plan 003$1.3B
FLParticipants 2,258
Howard University$1.3B
DCParticipants 11,739
New York Society for the Relief of the Ruptured and Crippled$1.0B
NYParticipants 8,384
Florida Health Sciences Center, Inc.$922M
FLParticipants 17,346
University of San Diego$895M
CAParticipants 6,178
Thomas Jefferson University, plan 025$772M
PAParticipants 27,233
Ballad Health$731M
TNParticipants 16,790
Nysarc, Inc., plan 004$717M
NYParticipants 21,445
Care New England$639M
RIParticipants 9,758
Lehigh Valley Health Network, Inc., plan 002$630M
PAParticipants 25,978
Navicent Health, Inc.$628M
GAParticipants 12,379
Valley Health System$621M
VAParticipants 10,476
Penn State Health$608M
PAParticipants 20,970
New York Blood Center, Inc.$544M
NYParticipants 4,556
Nysarc, Inc., plan 003$502M
NYParticipants 15,778
Dialysis Clinic, Inc.$501M
TNParticipants 8,843
Nova Southeastern University, Inc.$488M
FLParticipants 3,957

Top client states

FL34 plans
PA27 plans
NC22 plans
CA20 plans
NY18 plans

Frequently asked questions

Who uses Valic Retirement Services Company?: 260 retirement plans list Valic Retirement Services Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include New York University, The University of Vermont Health Network 403(b)) Retirement Savings Plan, University of Miami, Hackensack Meridian Health and The Moses H. Cone Memorial Hospital Operating Corporation. Most client plans are sponsored in FL, PA and NC.
How many plans does Valic Retirement Services Company serve?: Valic Retirement Services Company serves 260 retirement plans with $44.4B in plan assets and 682,665 participants, based on the latest Form 5500 filings through 2024.
What does Valic Retirement Services Company charge?: Plans reported $27.3M in total Schedule C compensation paid to Valic Retirement Services Company. The median plan paid $23K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served260-31 YoYRank #85 of mapped providers

Assets under administration$44.4B0.1%Rank #347 by share of filed assets

Fees received$27MMedian $22,816/planSum across Schedule C direct + indirect

Net wins YoY-1316 won - 29 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
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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 Valic Retirement Services as recordkeeper and list their funds in their filing.

Plans

$807M in funds

In collective trusts

<1%

average plan

In Valic Retirement Services funds

average plan

In index funds

24%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	11
Corebridge (AIG)	8
Fidelity (FMR)	5
T. Rowe Price	4
Capital Group	2

Target-date series

Series	Plans
T. Rowe Price Retirement	4
Fidelity Freedom Blend	2
JPMorgan SmartRetirement Blend	1
Fidelity Freedom Index	1
Fidelity Freedom	1

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.