PlanOptica
Try Pro free

Filings through .

Wellington Management

Matched across 80 name variants in the filings

Wellington Management summary

Wellington Management appears on 251 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $587.2B in assets for 6,030,556 participants. The median client plan holds $451M. Most client plans are sponsored in NY, CA and NJ. The largest clients by plan assets are Jpmorgan Chase Bank, National Association, Walmart Inc. and CVS Health Corporation. Plans reported $98.1M in direct and indirect compensation paid to Wellington Management. The median is $105K per plan.

Participants
6,030,556
Median plan assets
$451M
Median plan participants
4,095
Median fees per plan
$105K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Jpmorgan Chase Bank, National Association, plan 002NJ$62.1B301,188
Walmart Inc.AR$50.8B1,970,230
CVS Health CorporationRI$34.8B379,925
Board of Trustees of the CPF of the IUOE and Participating EmployersDC$27.4B233,478
Pfizer Inc.NY$24.2B51,853
International Business Machines CorporationNY$18.9B146,564
Pacific Gas and Electric CompanyCA$18.7B59,597
Jpmorgan Chase Bank, National Association, plan 001NJ$17.2B193,210
Consolidated Edison Company of New York, Inc.NY$16.3B26,293
The Goldman Sachs Group, Inc.NY$14.6B50,430
The Prudential Insurance Company of AmericaNJ$12.2B42,793
American Express Company and Its Participating SubsidiariesNY$10.5B39,763
Citigroup Inc.CT$10.0B114,287
Shell USA, Inc.TX$9.9B31,221
Nokia of America CorporationNJ$9.9B24,701
Amgen Inc.CA$9.0B23,380
Automatic Data Processing, Inc.NJ$8.5B46,770
B/O/T United Association National Pension FundVA$7.7B196,837
Cox Enterprises, Inc.GA$7.6B50,511
Pepsico, Inc.NY$6.6B47,771
Board of Trustees of Mid-America Carpenters Regional Council Pension FIL$6.4B37,623
Board of Trustees Screen Actors Guild - ProducersCA$6.1B65,754
Nextera Energy, Inc.FL$5.8B29,411
Farmers Group, Inc.CA$5.6B27,651
The Bank of New York MellonPA$5.5B52,836

Top client states

  • NY34 plans
  • CA20 plans
  • NJ16 plans
  • IA15 plans
  • PA15 plans

Frequently asked questions

Who uses Wellington Management?
251 retirement plans list Wellington Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Jpmorgan Chase Bank, National Association, Walmart Inc., CVS Health Corporation, Board of Trustees of the CPF of the IUOE and Participating Employers and Pfizer Inc.. Most client plans are sponsored in NY, CA and NJ.
How many plans does Wellington Management serve?
Wellington Management serves 251 retirement plans with $587.2B in plan assets and 6,030,556 participants, based on the latest Form 5500 filings through 2024.
What does Wellington Management charge?
Plans reported $98.1M in total Schedule C compensation paid to Wellington Management. The median plan paid $105K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served251-45 YoYRank #90 of mapped providers
Assets under administration$587.2B0.7%Rank #20 by share of filed assets
Fees received$98MMedian $104,786/planSum across Schedule C direct + indirect
Net wins YoY-3325 won - 58 lostPlan-level switch detection

See full Wellington Management 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 freeSee pricing