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Western Asset Management Company

Matched across 45 name variants in the filings

Western Asset Management Company summary

Western Asset Management Company appears on 64 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $195.5B in assets for 1,968,557 participants. The median client plan holds $643M. Most client plans are sponsored in NY, NJ and CA. The largest clients by plan assets are International Business Machines Corporation and Bank of America Corporation. Plans reported $12.1M in direct and indirect compensation paid to Western Asset Management Company. The median is $70K per plan.

Participants
1,968,557
Median plan assets
$643M
Median plan participants
6,203
Median fees per plan
$70K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
International Business Machines Corporation, plan 005NY$64.5B144,897
Bank of America CorporationRI$19.9B154,763
International Business Machines Corporation, plan 001NY$18.9B146,564
Jpmorgan Chase Bank, National AssociationNJ$17.2B193,210
Citigroup Inc.CT$10.0B114,287
Sutter HealthCA$6.7B69,518
Southern California Edison CompanyCA$4.9B20,249
Pension Committee of MLB Players Benefit PlanMD$4.8B10,051
NXP USA, Inc.TX$4.1B8,045
Retirement Board of Bert Bell/Pete Rozelle NFL Player Retirement PlanMD$4.0B15,591
Highmark HealthPA$3.1B33,878
International Brotherhood of Electrical Workers' Pension Benefit FundDC$2.8B603,067
Automobile Club of So CaliforniaCA$2.7B24,697
Union Carbide Corporation C/O the Dow Chemical CompanyMI$2.2B30,606
National Grid USA Service Company, Inc.NY$2.1B6,047
Hess CorporationTX$2.0B6,673
Bot, Western Wa Laborers-Employers Pension TrustWA$1.6B20,130
Xpo CNW, Inc.OR$1.5B20,311
Carpenters Pension Trust Fund of Kansas CityMO$1.5B13,466
BD of Tees Heating, Piping & Refrigeration Pension FundMD$1.4B8,132
Construction Industry Laborers Pension FundMO$1.2B14,476
Board of Trustees-New England Health Care Employees Pension FundCT$1.2B21,524
Ryder System, Inc.GA$1.2B12,320
Northern Indiana Public Service CompanyIN$1.0B6,359
The National Education AssociationDC$986M3,012

Top client states

  • NY13 plans
  • NJ7 plans
  • CA6 plans
  • PA4 plans
  • CT3 plans

Frequently asked questions

Who uses Western Asset Management Company?
64 retirement plans list Western Asset Management Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include International Business Machines Corporation, Bank of America Corporation, Jpmorgan Chase Bank, National Association and Citigroup Inc.. Most client plans are sponsored in NY, NJ and CA.
How many plans does Western Asset Management Company serve?
Western Asset Management Company serves 64 retirement plans with $195.5B in plan assets and 1,968,557 participants, based on the latest Form 5500 filings through 2024.
What does Western Asset Management Company charge?
Plans reported $12.1M in total Schedule C compensation paid to Western Asset Management Company. The median plan paid $70K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served64-51 YoYRank #188 of mapped providers
Assets under administration$195.5B0.3%Rank #44 by share of filed assets
Fees received$12MMedian $69,642/planSum across Schedule C direct + indirect
Net wins YoY-149 won - 23 lostPlan-level switch detection

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