Filings through .
Watkins Ross
Matched across 15 name variants in the filings
Watkins Ross summary
Watkins Ross appears on 30 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $945M in assets for 11,294 participants. The median client plan holds $19.5M. Most client plans are sponsored in MI, DE and NC. The largest clients by plan assets are Joint Board of Trustees Sheet Meta Workers Local 7, Zone 2 Pension, Retirement Benefit Plan of Gciu Detroit Newspaper Union 13N W and Joint Board of Administration C/O Benesys. Plans reported $701K in direct and indirect compensation paid to Watkins Ross. The median is $12K per plan.
- Participants
- 11,294
- Median plan assets
- $19.5M
- Median plan participants
- 333
- Median fees per plan
- $12K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- MIParticipants 817
- MIParticipants 453
- MIParticipants 933
- Arotech Corporation$96.3MMIParticipants 759
- MIParticipants 1,249
- MIParticipants 453
- MIParticipants 285
- MIParticipants 509
- MIParticipants 435
- MIParticipants 330
- F & V Companies Inc$30.3MMIParticipants 360
- Walsh College$27.0MMIParticipants 336
- Fritz Enterprises, Inc.$24.8MMIParticipants 244
- MIParticipants 1,110
- Hometown Pharmacy, Inc.$20.9MMIParticipants 394
- Bae Industries, Inc.$18.1MMIParticipants 368
- Jedco, Inc.$15.1MMIParticipants 237
- MIParticipants 455
- MIParticipants 441
- MIParticipants 108
- MIParticipants 182
- Thresholds, Inc.$7.4MMIParticipants 247
- MIParticipants 132
- Bloem LLC$5.3MMIParticipants 205
- MIParticipants 252
Top client states
- MI27 plans
- DE1 plan
- NC1 plan
- OR1 plan
Frequently asked questions
- Who uses Watkins Ross?
- 30 retirement plans list Watkins Ross as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Joint Board of Trustees Sheet Meta Workers Local 7, Zone 2 Pension, Retirement Benefit Plan of Gciu Detroit Newspaper Union 13N W, Joint Board of Administration C/O Benesys, Arotech Corporation and Bankers Retirement Services, Inc.. Most client plans are sponsored in MI, DE and NC.
- How many plans does Watkins Ross serve?
- Watkins Ross serves 30 retirement plans with $945M in plan assets and 11,294 participants, based on the latest Form 5500 filings through 2024.
- What does Watkins Ross charge?
- Plans reported $701K in total Schedule C compensation paid to Watkins Ross. The median plan paid $12K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets