How many plans does Wells Fargo Bank, N.A. serve?

Wells Fargo Bank, N.A. serves 990 retirement plans with $226.6B in plan assets and 3,860,813 participants, based on the latest Form 5500 filings through 2024.

What does Wells Fargo Bank, N.A. charge?

Plans reported $42.3M in total Schedule C compensation paid to Wells Fargo Bank, N.A.. The median plan paid $30K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Wells Fargo Bank, N.A.

Matched across 454 name variants in the filings

Wells Fargo Bank, N.A. summary

Wells Fargo Bank, N.A. appears on 990 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $226.6B in assets for 3,860,813 participants. The median client plan holds $19.1M. Most client plans are sponsored in CA, NY and PA. The largest clients by plan assets are Board of Trustees of the CPF of the IUOE and Participating Employers and National Rural Electric Cooperative Association. Plans reported $42.3M in direct and indirect compensation paid to Wells Fargo Bank, N.A.. The median is $30K per plan.

Participants: 3,860,813
Median plan assets: $19.1M
Median plan participants: 313
Median fees per plan: $30K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Board of Trustees of the CPF of the IUOE and Participating Employers	DC	$27.4B	233,478
National Rural Electric Cooperative Association, plan 444	VA	$19.1B	82,085
National Rural Electric Cooperative Association, plan 333	VA	$13.3B	76,938
U.S. Bancorp	MN	$13.0B	85,667
Liberty Mutual Group Inc.	MA	$12.7B	48,393
National Elevator Industry Pension Plan Plan Board of Trustees	PA	$12.2B	54,107
Southern California Permanente Medical Group	CA	$9.2B	12,823
BD of Trustees of the Elev Constu Annuity and 401(k) Ret Plan	PA	$8.7B	38,361
Board of Trustees, So CA UFCW Unions & Food Employers	CA	$6.5B	199,927
American Electric Power Service Corporation	OH	$5.7B	22,506
Board of Trustees, California Ironworkers Field Pension Trust Fun	CA	$3.5B	21,447
Northwell Health, Inc.	NY	$2.9B	46,906
Netjets Aviation, Inc.	OH	$2.9B	4,711
Paychex Retirement LLC	NY	$2.8B	759,234
Board of Trustees, Directors Guild of America-	CA	$2.7B	14,602
Board of Trustees, Sound Retirement Trust	WA	$2.7B	107,493
Board of Trustees, International Brotherhood of	OR	$2.5B	32,974
Board of Trustees Annuity Fund IUOE Local 15, 15A, 15C, 15D AFL-CIO	NY	$2.3B	5,356
Board of Trustees of Liuna Staff and Affiliates Pension Fund	DC	$2.2B	11,547
Bricklayers & Trowel Trades Intl Pension FD BD of Trustee	DC	$2.1B	77,108
Joint Board of Trustees, Electrical	MA	$1.8B	10,105
Board of Trustees of the Laborers National Pension Fund	TX	$1.7B	40,908
Board of Trustees of National Integrated Group Pension Plan	PA	$1.7B	44,662
Board of Trustees of the Liuna National (Industrial) Pension Fund	DC	$1.7B	63,303
Bot, Western Wa Laborers-Employers Pension Trust	WA	$1.6B	20,130

Board of Trustees of the CPF of the IUOE and Participating Employers$27.4B
DCParticipants 233,478
National Rural Electric Cooperative Association, plan 444$19.1B
VAParticipants 82,085
National Rural Electric Cooperative Association, plan 333$13.3B
VAParticipants 76,938
U.S. Bancorp$13.0B
MNParticipants 85,667
Liberty Mutual Group Inc.$12.7B
MAParticipants 48,393
National Elevator Industry Pension Plan Plan Board of Trustees$12.2B
PAParticipants 54,107
Southern California Permanente Medical Group$9.2B
CAParticipants 12,823
BD of Trustees of the Elev Constu Annuity and 401(k) Ret Plan$8.7B
PAParticipants 38,361
Board of Trustees, So CA UFCW Unions & Food Employers$6.5B
CAParticipants 199,927
American Electric Power Service Corporation$5.7B
OHParticipants 22,506
Board of Trustees, California Ironworkers Field Pension Trust Fun$3.5B
CAParticipants 21,447
Northwell Health, Inc.$2.9B
NYParticipants 46,906
Netjets Aviation, Inc.$2.9B
OHParticipants 4,711
Paychex Retirement LLC$2.8B
NYParticipants 759,234
Board of Trustees, Directors Guild of America-$2.7B
CAParticipants 14,602
Board of Trustees, Sound Retirement Trust$2.7B
WAParticipants 107,493
Board of Trustees, International Brotherhood of$2.5B
ORParticipants 32,974
Board of Trustees Annuity Fund IUOE Local 15, 15A, 15C, 15D AFL-CIO$2.3B
NYParticipants 5,356
Board of Trustees of Liuna Staff and Affiliates Pension Fund$2.2B
DCParticipants 11,547
Bricklayers & Trowel Trades Intl Pension FD BD of Trustee$2.1B
DCParticipants 77,108
Joint Board of Trustees, Electrical$1.8B
MAParticipants 10,105
Board of Trustees of the Laborers National Pension Fund$1.7B
TXParticipants 40,908
Board of Trustees of National Integrated Group Pension Plan$1.7B
PAParticipants 44,662
Board of Trustees of the Liuna National (Industrial) Pension Fund$1.7B
DCParticipants 63,303
Bot, Western Wa Laborers-Employers Pension Trust$1.6B
WAParticipants 20,130

Top client states

CA146 plans
NY92 plans
PA78 plans
TX57 plans
NJ53 plans

Frequently asked questions

Who uses Wells Fargo Bank, N.A.?: 990 retirement plans list Wells Fargo Bank, N.A. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the CPF of the IUOE and Participating Employers, National Rural Electric Cooperative Association, U.S. Bancorp and Liberty Mutual Group Inc.. Most client plans are sponsored in CA, NY and PA.
How many plans does Wells Fargo Bank, N.A. serve?: Wells Fargo Bank, N.A. serves 990 retirement plans with $226.6B in plan assets and 3,860,813 participants, based on the latest Form 5500 filings through 2024.
What does Wells Fargo Bank, N.A. charge?: Plans reported $42.3M in total Schedule C compensation paid to Wells Fargo Bank, N.A.. The median plan paid $30K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served990-101 YoYRank #30 of mapped providers

Assets under administration$226.6B0.2%Rank #71 by share of filed assets

Fees received$42MMedian $30,444/planSum across Schedule C direct + indirect

Net wins YoY-85135 won - 220 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
Median fees per service
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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 Wells Fargo as recordkeeper and list their funds in their filing.

Plans

$48.3M in funds

In collective trusts

25%

average plan

In Wells Fargo funds

average plan

In index funds

44%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	2
JPMorgan	2
BlackRock	1
DWS	1
T. Rowe Price	1

Target-date series

Series	Plans
BlackRock LifePath Index	1
T. Rowe Price Retirement	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.