Company lists · Data refreshed September 2026

Top 25 Pension plan recordkeepers based in the United States

RevenueBase identified 145 pension plan recordkeepers headquartered in the United States as of September 2026 and tracks 3,877 professional contacts across them, including 2,041 with verified work emails. Boca Raton is the largest hub.

This list covers pension plan recordkeepers headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
145Companies
3,877Contacts tracked
2,041Verified emails
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The 25 largest pension plan recordkeepers based in the United States

Ranked by team size
Top 25 of 145 pension plan recordkeepers based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to pension plan recordkeepers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 20, 2026201-500342 contacts →

Indirect evidence

“PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceRichmond, VA, United StatesHQ checked Sep 20, 2026201-500337 contacts →

Partial evidence

“The Virginia Retirement System is one of the largest pension funds in the U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceUtica, NY, United StatesHQ checked Sep 20, 2026201-500291 contacts →

Partial evidence

“BPAS is a national provider of retirement plans, benefit plans, fund administration, and institutional trust services.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 2026201-500290 contacts →

Indirect evidence

“DMBA is a non-profit organization that administers welfare and financial benefits for employees of our participating employers.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceAlbany, NY, United StatesHQ checked Sep 20, 2026201-500255 contacts →

Partial evidence

“Modeling pension fund excellence since 1921.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceNashville, TN, United StatesHQ checked Sep 20, 2026501-1,000249 contacts →

Partial evidence

“The Retirement Plan Company (TRPC) delivers comprehensive recordkeeping and administration services to retirement plan sponsors, investment advisors, and third-party…”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceRochester, NY, United StatesHQ checked Sep 20, 2026201-500175 contacts →

Partial evidence

“EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceAppleton, WI, United StatesHQ checked Sep 20, 2026201-500142 contacts →

Partial evidence

“As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 202651-200123 contacts →

Partial evidence

“Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceColumbia, SC, United StatesHQ checked Sep 20, 202651-20071 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceMobile, AL, United StatesHQ checked Sep 20, 202651-20065 contacts →

Indirect evidence

“The Ideal 401(k) for Small and Medium-Sized Businesses.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceFife, WA, United StatesHQ checked Sep 20, 202651-20058 contacts →

Partial evidence

“Farmer & Betts is a third party pension administration and consulting firm that does not handle any investments or insurance.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceFlorham Park, NJ, United StatesHQ checked Sep 20, 2026201-50057 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceWoodcliff Lake, NJ, United StatesHQ checked Sep 20, 202611-5051 contacts →

Partial evidence

“Intac Actuarial Services has been providing complete administration and consulting to employer-sponsored retirement plans since 1977.”

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceRancho Cordova, CA, United StatesHQ checked Sep 20, 202651-20050 contacts →

Strong evidence

“Nicholas Pension Consultants specializes in quality pension plan administration with local service at a reasonable cost.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 20, 202651-20047 contacts →

Indirect evidence

“The Los Angeles City Employees’ Retirement System (“LACERS”) is a department of the City of Los Angeles, established by City Charter in 1937, to provide retirement benefits to the…”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceEncino, CA, United StatesHQ checked Sep 20, 202611-5043 contacts →

Partial evidence

“A leading provider of pension administration and retirement benefits consulting based in Los Angeles, CA, Actuaries Unlimited is made up of a talented group of nine esteemed…”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 202651-20038 contacts →

Indirect evidence

“ePlan Services is a leading provider of record-keeping and administration services to the U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceHouston, TX, United StatesHQ checked Sep 20, 202651-20036 contacts →

Indirect evidence

“Alliance Benefit Group of Houston, Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceCherry Hill, NJ, United StatesHQ checked Sep 20, 202651-20034 contacts →

Partial evidence

“The BCG Difference Benefit Consultants Group offers creative retirement plan solutions that will integrate a company’s need for plan design, administration, compliance, and…”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5033 contacts →

Indirect evidence

“Standing the test of time by providing quality service and value to companies like yours, RPA continues to enjoy steady growth.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 20, 202611-5022 contacts →

Partial evidence

“At Ekon Benefits, we have specialized in the administration and consulting of employer-sponsored retirement plans for over 30 years.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidencePortland, OR, United StatesHQ checked Sep 20, 202651-20022 contacts →

Partial evidence

“Administrator of employee benefit plans.”

Source: RevenueBase Database · checked Sep 20, 2026
24Strong evidenceHolly Springs, NC, United StatesHQ checked Sep 20, 202611-5021 contacts →

Strong evidence

“We are a third-party administrator (TPA) and/or recordkeeper for employer-sponsored retirement plans; our goal is to get you through your journey.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceOmaha, NE, United StatesHQ checked Sep 20, 202611-5021 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 145 pension plan recordkeepers based in the United States

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Pension plan recordkeepers based in the United States at a glance

As of Sep 20, 2026
52.6%Verified-email coverage
26.7Average contacts per company
11-50Median size (employees)
1.4%Largest-city concentration · Boca Raton
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
59
11-50
55
51-200
16
201-500
12
501-1,000
1
1,001-5,000
1
10001+
1

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 145 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among pension plan recordkeepers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “pension plan recordkeepers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names pension plan recordkeepers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among pension plan recordkeepers, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 2,041 across the full list. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names pension plan recordkeepers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many pension plan recordkeepers are there based in the United States?

RevenueBase identified 145 pension plan recordkeepers headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

PCS Retirement, headquartered in Philadelphia, tops this list with the largest team on record.

Which city has the most pension plan recordkeepers?

Boca Raton leads with 2 headquartered companies, followed by Dayton (2) and Encino (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,041 verified decision-maker contacts tracked across these 145 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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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 Smart Search, 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.