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Walter Scott & Partners Limited

Matched across 28 name variants in the filings

Walter Scott & Partners Limited summary

Walter Scott & Partners Limited appears on 34 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $91.9B in assets for 1,329,753 participants. The median client plan holds $1.8B. Most client plans are sponsored in NY, CA and MA. The largest clients by plan assets are Mayo Clinic, Trustees of UFCW Int'L Union - Industry Pension Fund and Board of Directors, Motion Picture Industry Pension. Plans reported $15.3M in direct and indirect compensation paid to Walter Scott & Partners Limited. The median is $241K per plan.

Participants
1,329,753
Median plan assets
$1.8B
Median plan participants
13,222
Median fees per plan
$241K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Mayo ClinicMN$13.3B96,323
Trustees of UFCW Int'L Union - Industry Pension FundIL$8.2B204,155
Board of Directors, Motion Picture Industry PensionCA$6.9B108,417
Board of Directors, Motion Picture Industry PensionCA$6.7B110,772
Board of Trustees-New York State Nurses Association Pension PlanNY$6.6B47,291
Board of Trustees Screen Actors Guild - ProducersCA$6.1B65,754
BD of Trustees UFCW Consolidated Pension FundGA$6.0B337,777
Board of Directors Producer-Writers Guild of America Pension PlanCA$5.2B20,255
Intermountain Health Care, Inc.UT$3.4B38,610
Cummins Inc.IN$3.2B44,593
Highmark HealthPA$3.1B33,878
Glaxosmithkline LLCPA$2.9B33,744
Board of Trustees of Massachusetts Laborers' Pension FundMA$2.8B22,549
BD. of Trustees of Mass. Laborers Annuity FundMA$2.6B31,451
Board of Trustees of Liuna Staff and Affiliates Pension FundDC$2.2B11,547
National Grid USA Service Company, Inc.NY$2.1B6,047
Trustees of UFCW Unions & Employers Midwest Pension FundIL$2.0B33,323
Bot, Western Wa Laborers-Employers Pension TrustWA$1.6B20,130
Umass Memorial Health Care, Inc.MA$1.3B14,897
BD of Trustees PDC Pension FundMA$806M4,737
Teco Holdings, Inc.FL$796M6,879
Resolute FP US Inc.-$605M3,773
Parkview Health System, Inc.IN$536M3,330
Painters Annuity Council No. 35 Annuity FundMA$527M6,176
Board of Trustees Arizona Pipe Trades Pension PlanAZ$419M5,112

Top client states

  • NY7 plans
  • CA5 plans
  • MA5 plans
  • PA3 plans
  • IL2 plans

Frequently asked questions

Who uses Walter Scott & Partners Limited?
34 retirement plans list Walter Scott & Partners Limited as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Mayo Clinic, Trustees of UFCW Int'L Union - Industry Pension Fund, Board of Directors, Motion Picture Industry Pension and Board of Trustees-New York State Nurses Association Pension Plan. Most client plans are sponsored in NY, CA and MA.
How many plans does Walter Scott & Partners Limited serve?
Walter Scott & Partners Limited serves 34 retirement plans with $91.9B in plan assets and 1,329,753 participants, based on the latest Form 5500 filings through 2024.
What does Walter Scott & Partners Limited charge?
Plans reported $15.3M in total Schedule C compensation paid to Walter Scott & Partners Limited. The median plan paid $241K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served34-4 YoYRank #477 of mapped providers
Assets under administration$91.9B0.1%Rank #138 by share of filed assets
Fees received$15MMedian $240,533/planSum across Schedule C direct + indirect
Net wins YoY-34 won - 7 lostPlan-level switch detection

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