Who uses Zenith American Solutions?

152 retirement plans list Zenith American Solutions as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of UFCW Int'L Union - Industry Pension Fund, Steelworkers Pension Trust, BD of Trustees UFCW Consolidated Pension Fund, Board of Trustees, Pension Trust Fund for Operating and Board of Trustees, Western Unite Here and Employers. Most client plans are sponsored in PA, CA and CT.

How many plans does Zenith American Solutions serve?

Zenith American Solutions serves 152 retirement plans with $80.3B in plan assets and 1,855,121 participants, based on the latest Form 5500 filings through 2024.

What does Zenith American Solutions charge?

Plans reported $47.9M in total Schedule C compensation paid to Zenith American Solutions. The median plan paid $100K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Zenith American Solutions

Matched across 21 name variants in the filings

Zenith American Solutions summary

Zenith American Solutions appears on 152 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $80.3B in assets for 1,855,121 participants. The median client plan holds $137M. Most client plans are sponsored in PA, CA and CT. The largest clients by plan assets are Trustees of UFCW Int'L Union - Industry Pension Fund, Steelworkers Pension Trust and BD of Trustees UFCW Consolidated Pension Fund. Plans reported $47.9M in direct and indirect compensation paid to Zenith American Solutions. The median is $100K per plan.

Participants: 1,855,121
Median plan assets: $137M
Median plan participants: 2,096
Median fees per plan: $100K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Trustees of UFCW Int'L Union - Industry Pension Fund	IL	$8.2B	204,155
Steelworkers Pension Trust	PA	$8.1B	124,466
BD of Trustees UFCW Consolidated Pension Fund	GA	$6.0B	337,777
Board of Trustees, Pension Trust Fund for Operating	CA	$5.9B	46,443
Board of Trustees, Western Unite Here and Employers	CA	$4.0B	158,780
Board of Trustees of Minnesota Laborers Pension Fund	MN	$3.6B	22,103
Board of Trustees, Sound Retirement Trust	WA	$2.7B	107,493
Board of Trustees of the Building Service 32BJ Supplemental	NY	$2.6B	122,833
BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F	PA	$1.9B	4,174
Bot, Western Wa Laborers-Employers Pension Trust	WA	$1.6B	20,130
Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust	PA	$1.6B	49,780
Board of Trustees, United Association Union Local No.	OR	$1.5B	0
Bot, Wa State Plumbing and Pipefitting Industry Pension Plan	WA	$1.4B	10,882
BD of Tees Heating, Piping & Refrigeration Pension Fund	MD	$1.4B	8,132
Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S	CO	$1.3B	67,313
Board of Trustees of Chicago Painters and Decorators Pension FD	IL	$1.2B	6,443
Board of Trustee, Oregon Retail Employees Pension	OR	$1.2B	57,113
Board of Trustees of Operating Engineers Local 101 Pension Fund	MO	$1.1B	7,955
Pavers & Road Builders DC Pension	NY	$891M	4,390
Abc, Inc.	PA	$876M	2,117
Board of Trustees I.U.O.E. Local 478 Pension Plan	CT	$865M	5,268
BD of Tees of Steamfitters Lu No 420 SRP	PA	$808M	8,249
AFL-CIO Staff Retirement Plan Congress of Industrial Organizations	DC	$776M	4,555
Board of Trustees of the Western Wa U.A. Supplemental Pension Plan	WA	$759M	7,008
Board of Trustees of Nba Players' Pension Plan	IN	$725M	2,149

Trustees of UFCW Int'L Union - Industry Pension Fund$8.2B
ILParticipants 204,155
Steelworkers Pension Trust$8.1B
PAParticipants 124,466
BD of Trustees UFCW Consolidated Pension Fund$6.0B
GAParticipants 337,777
Board of Trustees, Pension Trust Fund for Operating$5.9B
CAParticipants 46,443
Board of Trustees, Western Unite Here and Employers$4.0B
CAParticipants 158,780
Board of Trustees of Minnesota Laborers Pension Fund$3.6B
MNParticipants 22,103
Board of Trustees, Sound Retirement Trust$2.7B
WAParticipants 107,493
Board of Trustees of the Building Service 32BJ Supplemental$2.6B
NYParticipants 122,833
BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F$1.9B
PAParticipants 4,174
Bot, Western Wa Laborers-Employers Pension Trust$1.6B
WAParticipants 20,130
Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust$1.6B
PAParticipants 49,780
Board of Trustees, United Association Union Local No.$1.5B
ORParticipants 0
Bot, Wa State Plumbing and Pipefitting Industry Pension Plan$1.4B
WAParticipants 10,882
BD of Tees Heating, Piping & Refrigeration Pension Fund$1.4B
MDParticipants 8,132
Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S$1.3B
COParticipants 67,313
Board of Trustees of Chicago Painters and Decorators Pension FD$1.2B
ILParticipants 6,443
Board of Trustee, Oregon Retail Employees Pension$1.2B
ORParticipants 57,113
Board of Trustees of Operating Engineers Local 101 Pension Fund$1.1B
MOParticipants 7,955
Pavers & Road Builders DC Pension$891M
NYParticipants 4,390
Abc, Inc.$876M
PAParticipants 2,117
Board of Trustees I.U.O.E. Local 478 Pension Plan$865M
CTParticipants 5,268
BD of Tees of Steamfitters Lu No 420 SRP$808M
PAParticipants 8,249
AFL-CIO Staff Retirement Plan Congress of Industrial Organizations$776M
DCParticipants 4,555
Board of Trustees of the Western Wa U.A. Supplemental Pension Plan$759M
WAParticipants 7,008
Board of Trustees of Nba Players' Pension Plan$725M
INParticipants 2,149

Top client states

PA31 plans
CA19 plans
CT15 plans
WA11 plans
IL9 plans

Frequently asked questions

Who uses Zenith American Solutions?: 152 retirement plans list Zenith American Solutions as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of UFCW Int'L Union - Industry Pension Fund, Steelworkers Pension Trust, BD of Trustees UFCW Consolidated Pension Fund, Board of Trustees, Pension Trust Fund for Operating and Board of Trustees, Western Unite Here and Employers. Most client plans are sponsored in PA, CA and CT.
How many plans does Zenith American Solutions serve?: Zenith American Solutions serves 152 retirement plans with $80.3B in plan assets and 1,855,121 participants, based on the latest Form 5500 filings through 2024.
What does Zenith American Solutions charge?: Plans reported $47.9M in total Schedule C compensation paid to Zenith American Solutions. The median plan paid $100K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served152-26 YoYRank #128 of mapped providers

Assets under administration$80.3B0.1%Rank #173 by share of filed assets

Fees received$48MMedian $99,547/planSum across Schedule C direct + indirect

Net wins YoY-715 won - 22 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

Customer-base shape

Participant bands, asset bands, top states and top industries.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

See full Zenith American Solutions 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 free See pricing

Fund lineups on plans this firm keeps

Search these plans

Large plans that name Zenith American Solutions as recordkeeper and list their funds in their filing.

Plans

100

$34.9B in funds

In collective trusts

28%

average plan

In Zenith American Solutions funds

average plan

In index funds

27%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	40
JPMorgan	33
BlackRock	28
Invesco	18
Capital Group	17

Target-date series

Series	Plans
Vanguard Target Retirement	3
T. Rowe Price Retirement	2
BlackRock LifePath Index	1
SSgA Target Retirement	1
T. Rowe Price Retirement Blend	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.