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Wealth Management Systems Inc
Matched across 7 name variants in the filings
Wealth Management Systems Inc summary
Wealth Management Systems Inc appears on 68 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $59.5B in assets for 771,418 participants. The median client plan holds $116M. Most client plans are sponsored in CA, OH and IL. The largest clients by plan assets are Walgreen Co., Duke Energy Corporation and PPG Industries, Inc..
- Participants
- 771,418
- Median plan assets
- $116M
- Median plan participants
- 2,287
- Median fees per plan
- $0
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Walgreen Co. | IL | $15.7B | 240,231 |
| Duke Energy Corporation | NC | $12.6B | 34,829 |
| PPG Industries, Inc. | PA | $4.2B | 18,569 |
| University Hospitals Health System, plan 003 | OH | $2.9B | 39,654 |
| Whole Foods Market, Inc. | TX | $2.7B | 123,250 |
| US Acute Care Solutions | OH | $2.3B | 10,302 |
| Essilorluxottica USA Inc, plan 001 | NY | $1.8B | 43,991 |
| Depaul University | IL | $1.5B | 7,236 |
| Curtiss Wright Corporation | NJ | $1.2B | 7,289 |
| Deaconess Health System, Inc. | IN | $1.2B | 16,881 |
| Genworth Financial, Inc. | VA | $1.1B | 4,493 |
| Concentrix CVG Corporation | OH | $961M | 39,218 |
| University of San Diego | CA | $895M | 6,178 |
| Essilorluxottica USA Inc, plan 025 | NY | $878M | 5,790 |
| Grand Trunk Corporation | IL | $877M | 8,015 |
| Uhhs, plan 004 | OH | $873M | 11,947 |
| Nuvance Health | CT | $796M | 4,812 |
| TTM Technologies, Inc. | CO | $708M | 7,396 |
| Illinois Institute of Technology | IL | $650M | 2,702 |
| Eqt Corporation | PA | $550M | 2,103 |
| Lincare Inc. | FL | $533M | 13,686 |
| Santa Clara University | CA | $520M | 2,761 |
| Cancer Treatment Centers of America Global, Inc. | IL | $501M | 5,336 |
| Primoris Services Corporation | TX | $476M | 15,685 |
| Adventhealth Benefits Administrative Committee | FL | $356M | 3,884 |
- Walgreen Co.$15.7BILParticipants 240,231
- Duke Energy Corporation$12.6BNCParticipants 34,829
- PPG Industries, Inc.$4.2BPAParticipants 18,569
- OHParticipants 39,654
- TXParticipants 123,250
- OHParticipants 10,302
- NYParticipants 43,991
- Depaul University$1.5BILParticipants 7,236
- NJParticipants 7,289
- INParticipants 16,881
- VAParticipants 4,493
- OHParticipants 39,218
- CAParticipants 6,178
- NYParticipants 5,790
- ILParticipants 8,015
- Uhhs, plan 004$873MOHParticipants 11,947
- Nuvance Health$796MCTParticipants 4,812
- COParticipants 7,396
- ILParticipants 2,702
- Eqt Corporation$550MPAParticipants 2,103
- Lincare Inc.$533MFLParticipants 13,686
- CAParticipants 2,761
- ILParticipants 5,336
- TXParticipants 15,685
- FLParticipants 3,884
Top client states
- CA8 plans
- OH8 plans
- IL5 plans
- PA5 plans
- TX5 plans
Frequently asked questions
- Who uses Wealth Management Systems Inc?
- 68 retirement plans list Wealth Management Systems Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Walgreen Co., Duke Energy Corporation, PPG Industries, Inc., University Hospitals Health System and Whole Foods Market, Inc.. Most client plans are sponsored in CA, OH and IL.
- How many plans does Wealth Management Systems Inc serve?
- Wealth Management Systems Inc serves 68 retirement plans with $59.5B in plan assets and 771,418 participants, based on the latest Form 5500 filings through 2024.
- What does Wealth Management Systems Inc charge?
- The Schedule C filings for Wealth Management Systems Inc's client plans report no direct or indirect compensation amounts. Small plans that file Form 5500-SF do not file Schedule C, so their fees are not in public filings.
Analytics
Market position · 2024
Plans served68+14 YoYRank #323 of mapped providers
Assets under administration$59.5B0.1%Rank #205 by share of filed assets
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY+423 won - 19 lostPlan-level switch detection
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