Company lists · Data refreshed September 2026
Top 25 403b plan providers based in the United States
RevenueBase identified 890 company matches for 403b plan providers associated with the United States as of September 2026 and tracks 28,717 professional contacts across them, including 12,805 with verified work emails. Houston is the largest hub.
This list covers company matches for 403b plan providers associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest 403b plan providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 12,678 contacts → | ||||
Exact match “At TIAA, we believe everyone has the right to retire with dignity.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 1,768 contacts → | ||||
Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 1,064 contacts → | ||||
Exact match “Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 812 contacts → | ||||
Exact match “Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 453 contacts → | ||||
Exact match “USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 373 contacts → | ||||
Exact match “ICMA-RC has changed its name to MissionSquare Retirement, effective June 2021.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 342 contacts → | ||||
Exact match “PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 293 contacts → | ||||
Exact match “Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 291 contacts → | ||||
Exact match “BPAS is a national provider of retirement plans, benefit plans, fund administration, and institutional trust services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 249 contacts → | ||||
Exact match “The Retirement Plan Company (TRPC) delivers comprehensive recordkeeping and administration services to retirement plan sponsors, investment advisors, and third-party…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 231 contacts → | ||||
Exact match “From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 213 contacts → | ||||
Exact match “Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 208 contacts → | ||||
Exact match “Economic Group Pension Services (EGPS), a Blue Ridge Company, delivers retirement plan administration and consulting services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 199 contacts → | ||||
Exact match “National Benefit Services, LLC is an outsourced employee benefits provider in the retirement and consumer driven healthcare markets.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 197 contacts → | ||||
Exact match “For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 193 contacts → | ||||
Exact match “World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 600 advisors and staff across more than 130 U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 191 contacts → | ||||
Exact match “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 175 contacts → | ||||
Exact match “EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 142 contacts → | ||||
Exact match “As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 139 contacts → | ||||
Exact match “RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 123 contacts → | ||||
Exact match “Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 117 contacts → | ||||
Exact match “We are a full service employee benefits, actuarial, investment, compensation, and HR consulting firm with over 40 years of experience providing consulting services to clients in…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 116 contacts → | ||||
Exact match “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 116 contacts → | ||||
Exact match “Empowering educators and school system employees to retire with financial dignity since Through over 20 years of experience, ValuTeachers has become one of the best regarded names…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 105 contacts → | ||||
Exact match “Conrad Siegel is an employee benefit and investment advisory firm headquartered in Central PA that provides customized retirement, healthcare benefit and investment planning…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “403b plan providers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 890 403b plan providers based in the United States
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403b plan providers based in the United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 890 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “403b plan providers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 12,805 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “403b plan providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many 403b plan providers are there based in the United States?
RevenueBase identified 890 company matches for 403b plan providers associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
TIAA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most 403b plan providers?
Houston leads with 16 company records, followed by Atlanta (15) and San Diego (14).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 12,805 professional contacts with verified work emails tracked across these 890 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 890 403b plan providers based in the United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- 403b plan providers based in Canada
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 403b plan providers based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 890 matching company records for 403b plan providers based in the United States, with 28,717 tracked contacts and 12,805 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 403b plan providers based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | TIAAtiaa.org HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 12,678 contacts → |
“At TIAA, we believe everyone has the right to retire with dignity.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Captrustcaptrust.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mutual Of America Financial Groupmutualofamerica.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,064 contacts → |
“Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Human Interesthumaninterest.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 812 contacts → |
“Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  USI Consulting Groupusicg.comHQ: Glastonbury, CT, United StatesReported employees: 501-1,000 | Glastonbury, CT, United States | 501-1,000 | Exact match | 453 contacts → |
“USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Icma-Rcicmarc.org HQ: Washington, DC, United StatesReported employees: 501-1,000 | Washington, DC, United States | 501-1,000 | Exact match | 373 contacts → |
“ICMA-RC has changed its name to MissionSquare Retirement, effective June 2021.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  PCS Retirementpcsretirement.comHQ: Philadelphia, PA, United StatesReported employees: 201-500 | Philadelphia, PA, United States | 201-500 | Exact match | 342 contacts → |
“PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Pentegra Retirement Servicespentegra.comHQ: White Plains, NY, United StatesReported employees: 201-500 | White Plains, NY, United States | 201-500 | Exact match | 293 contacts → |
“Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Utica, NY, United StatesReported employees: 201-500 | Utica, NY, United States | 201-500 | Exact match | 291 contacts → |
“BPAS is a national provider of retirement plans, benefit plans, fund administration, and institutional trust services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The Retirement Plan Company, LLCtrpcweb.comHQ: Nashville, TN, United StatesReported employees: 501-1,000 | Nashville, TN, United States | 501-1,000 | Exact match | 249 contacts → |
“The Retirement Plan Company (TRPC) delivers comprehensive recordkeeping and administration services to retirement plan sponsors, investment advisors, and third-party…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Definiti LLCdefiniti.comHQ: Cary, NC, United StatesReported employees: 201-500 | Cary, NC, United States | 201-500 | Exact match | 231 contacts → |
“From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Nova 401 K Associatesnova401k.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 213 contacts → |
“Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  EGPSegps.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 208 contacts → |
“Economic Group Pension Services (EGPS), a Blue Ridge Company, delivers retirement plan administration and consulting services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  National Benefit Services, LLCnbsbenefits.comHQ: Salt Lake City, CA, United StatesReported employees: 201-500 | Salt Lake City, CA, United States | 201-500 | Exact match | 199 contacts → |
“National Benefit Services, LLC is an outsourced employee benefits provider in the retirement and consumer driven healthcare markets.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  July Business Servicesjulyservices.comHQ: Waco, TX, United StatesReported employees: 201-500 | Waco, TX, United States | 201-500 | Exact match | 197 contacts → |
“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  World Investment Advisorsworldadvisors.comHQ: Lincroft, NJ, United StatesReported employees: 501-1,000 | Lincroft, NJ, United States | 501-1,000 | Exact match | 193 contacts → |
“World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 600 advisors and staff across more than 130 U.S.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Planmember Financial Corporationplanmember.comHQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 191 contacts → |
“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Epic Retirement Plan Servicesepicrps.comHQ: Rochester, NY, United StatesReported employees: 201-500 | Rochester, NY, United States | 201-500 | Exact match | 175 contacts → |
“EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  The Retirement Advantage, Inc. TRAtra401k.comHQ: Appleton, WI, United StatesReported employees: 201-500 | Appleton, WI, United States | 201-500 | Exact match | 142 contacts → |
“As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Rvk, INCrvkinc.comHQ: Portland, OR, United StatesReported employees: 51-200 | Portland, OR, United States | 51-200 | Exact match | 139 contacts → |
“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  NWPSnwpsbenefits.comHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 123 contacts → |
“Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Boltonboltonusa.comHQ: Towson, MD, United StatesReported employees: 51-200 | Towson, MD, United States | 51-200 | Exact match | 117 contacts → |
“We are a full service employee benefits, actuarial, investment, compensation, and HR consulting firm with over 40 years of experience providing consulting services to clients in…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Strategic Retirement Partnerssrpretire.comHQ: Indianapolis, IN, United StatesReported employees: 51-200 | Indianapolis, IN, United States | 51-200 | Exact match | 116 contacts → |
“At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Valuteachers, INCvaluteachers.com HQ: Ponte Vedra, FL, United StatesReported employees: 501-1,000 | Ponte Vedra, FL, United States | 501-1,000 | Exact match | 116 contacts → |
“Empowering educators and school system employees to retire with financial dignity since Through over 20 years of experience, ValuTeachers has become one of the best regarded names…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Conrad Siegelconradsiegel.com HQ: Harrisburg, PA, United StatesReported employees: 51-200 | Harrisburg, PA, United States | 51-200 | Exact match | 105 contacts → |
“Conrad Siegel is an employee benefit and investment advisory firm headquartered in Central PA that provides customized retirement, healthcare benefit and investment planning…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 890 company matches
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403b plan providers: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
888 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 890 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for 403b plan providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many 403b plan providers did RevenueBase find based in the United States?
The saved snapshot records 890 matching company records, 28,717 tracked contacts and 12,805 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
403b plan providers by geography
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 403b plan providers based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/403b-plan-providers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- 403b plan providers based in Canada
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 403b plan providers based in the United States
RevenueBase records 890 matching company records for 403b plan providers based in the United States, with 28,717 tracked contacts and 12,805 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 403b plan providers based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | TIAAtiaa.org HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 12,678 contacts → |
“At TIAA, we believe everyone has the right to retire with dignity.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Captrustcaptrust.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mutual Of America Financial Groupmutualofamerica.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,064 contacts → |
“Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Human Interesthumaninterest.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 812 contacts → |
“Human Interest is founded on a simple idea: Affordable, zero-transaction fee 401(k) plans for small and medium businesses.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | USI Consulting Groupusicg.com HQ: Glastonbury, CT, United StatesReported employees: 501-1,000 | Glastonbury, CT, United States | 501-1,000 | Exact match | 453 contacts → |
“USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Icma-Rcicmarc.org HQ: Washington, DC, United StatesReported employees: 501-1,000 | Washington, DC, United States | 501-1,000 | Exact match | 373 contacts → |
“ICMA-RC has changed its name to MissionSquare Retirement, effective June 2021.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | PCS Retirementpcsretirement.com HQ: Philadelphia, PA, United StatesReported employees: 201-500 | Philadelphia, PA, United States | 201-500 | Exact match | 342 contacts → |
“PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Pentegra Retirement Servicespentegra.com HQ: White Plains, NY, United StatesReported employees: 201-500 | White Plains, NY, United States | 201-500 | Exact match | 293 contacts → |
“Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Utica, NY, United StatesReported employees: 201-500 | Utica, NY, United States | 201-500 | Exact match | 291 contacts → |
“BPAS is a national provider of retirement plans, benefit plans, fund administration, and institutional trust services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Retirement Plan Company, LLCtrpcweb.com HQ: Nashville, TN, United StatesReported employees: 501-1,000 | Nashville, TN, United States | 501-1,000 | Exact match | 249 contacts → |
“The Retirement Plan Company (TRPC) delivers comprehensive recordkeeping and administration services to retirement plan sponsors, investment advisors, and third-party…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Definiti LLCdefiniti.com HQ: Cary, NC, United StatesReported employees: 201-500 | Cary, NC, United States | 201-500 | Exact match | 231 contacts → |
“From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Nova 401 K Associatesnova401k.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 213 contacts → |
“Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | EGPSegps.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 208 contacts → |
“Economic Group Pension Services (EGPS), a Blue Ridge Company, delivers retirement plan administration and consulting services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | National Benefit Services, LLCnbsbenefits.com HQ: Salt Lake City, CA, United StatesReported employees: 201-500 | Salt Lake City, CA, United States | 201-500 | Exact match | 199 contacts → |
“National Benefit Services, LLC is an outsourced employee benefits provider in the retirement and consumer driven healthcare markets.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | July Business Servicesjulyservices.com HQ: Waco, TX, United StatesReported employees: 201-500 | Waco, TX, United States | 201-500 | Exact match | 197 contacts → |
“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | World Investment Advisorsworldadvisors.com HQ: Lincroft, NJ, United StatesReported employees: 501-1,000 | Lincroft, NJ, United States | 501-1,000 | Exact match | 193 contacts → |
“World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 600 advisors and staff across more than 130 U.S.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Planmember Financial Corporationplanmember.com HQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 191 contacts → |
“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Epic Retirement Plan Servicesepicrps.com HQ: Rochester, NY, United StatesReported employees: 201-500 | Rochester, NY, United States | 201-500 | Exact match | 175 contacts → |
“EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | The Retirement Advantage, Inc. TRAtra401k.com HQ: Appleton, WI, United StatesReported employees: 201-500 | Appleton, WI, United States | 201-500 | Exact match | 142 contacts → |
“As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Rvk, INCrvkinc.com HQ: Portland, OR, United StatesReported employees: 51-200 | Portland, OR, United States | 51-200 | Exact match | 139 contacts → |
“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | NWPSnwpsbenefits.com HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 123 contacts → |
“Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Boltonboltonusa.com HQ: Towson, MD, United StatesReported employees: 51-200 | Towson, MD, United States | 51-200 | Exact match | 117 contacts → |
“We are a full service employee benefits, actuarial, investment, compensation, and HR consulting firm with over 40 years of experience providing consulting services to clients in…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Strategic Retirement Partnerssrpretire.com HQ: Indianapolis, IN, United StatesReported employees: 51-200 | Indianapolis, IN, United States | 51-200 | Exact match | 116 contacts → |
“At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Valuteachers, INCvaluteachers.com HQ: Ponte Vedra, FL, United StatesReported employees: 501-1,000 | Ponte Vedra, FL, United States | 501-1,000 | Exact match | 116 contacts → |
“Empowering educators and school system employees to retire with financial dignity since Through over 20 years of experience, ValuTeachers has become one of the best regarded names…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Conrad Siegelconradsiegel.com HQ: Harrisburg, PA, United StatesReported employees: 51-200 | Harrisburg, PA, United States | 51-200 | Exact match | 105 contacts → |
“Conrad Siegel is an employee benefit and investment advisory firm headquartered in Central PA that provides customized retirement, healthcare benefit and investment planning…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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403b plan providers: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
888 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 890 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for 403b plan providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many 403b plan providers did RevenueBase find based in the United States?
The saved snapshot records 890 matching company records, 28,717 tracked contacts and 12,805 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 403b plan providers based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/403b-plan-providers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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