2025 Plan Sponsor of the Year

The Plan Sponsor of the Year finalists will be recognized, and winners announced, at the PLANSPONSOR Excellence in Retirement Awards dinner in June.

The PLANSPONSOR Plan Sponsor of the Year annual awards program recognizes retirement plan sponsors that show an exemplary commitment to their participants’ financial health and retirement success. The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.

The nomination period opens in November; finalists are announced in March and winners named in June. Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators, employees or colleagues. Plan sponsors may also nominate themselves. All nominees are asked to officially enter and complete an online application form, supplying details about their plan’s administration, governance, participant statistics and data.

Only nominated plan sponsors that complete the application are considered in the finalist selection. The number of categories, and the number of finalists selected in each, depends on how many applications are completed. The 2025 awards will be given in 12 categories to allow for the most accurate comparisons across plan types and sizes. For 2025, 144 nominations were received, and 50 finalists were selected from the plan sponsors that completed applications.

Finalists will be recognized, and winners announced, at the PLANSPONSOR Excellence in Retirement Awards celebration during the PLANSPONSOR National Conference, in June.

SCROLL DOWN TO SEE FINALISTS

The 2025 Plan Sponsor of the Year finalists are:


Government DC

  • City of ColumbiaColumbia, Missouri
  • Farm Credit FoundationsSt. Paul, Minnesota
  • Palm Beach County Sheriff’s OfficeWest Palm Beach, Florida
  • Prince George’s County GovernmentLargo, Maryland
  • Tennessee Valley AuthorityKnoxville, Tennessee

Nonprofit DC <$200MM

  • Boys & Girls Clubs of AmericaAtlanta, Georgia
  • National Federation of Independent Business, Inc.Nashville, Tennessee
  • The Salvation Army Southern TerritoryAtlanta, Georgia

Nonprofit DC >$200MM

  • Ann & Robert H. Lurie Children’s Hospital of ChicagoChicago, Illinois
  • Dartmouth HealthLebanon, New Hampshire
  • Gonzaga UniversitySpokane, Washington
  • Research Triangle Institute (DBA RTI International)Research Triangle Park, North Carolina

Corporate DC <$30MM

  • Eventide Asset Management, Inc.Boston, Massachusetts
  • Guy C. Lee Building Materials LLCSmithfield, North Carolina
  • Open Dealer ExchangeSouthfield, Michigan
  • Westfield Bank FSBSeville, Ohio

Corporate DC $30MM – $50MM

  • ABX Innovative Packaging Solutions, LLCCharlotte, North Carolina
  • Atlas Technologies, Inc.North Charleston, South Carolina
  • Markowitz Herbold PCPortland, Oregon
  • Vitality Management Company, LLCChicago, Illinois
  • Xeris Pharmaceuticals, Inc.Chicago, Illinois

Corporate DC >$50MM – $100MM

  • Diversified HoldingPortland, Maine
  • Haselden ConstructionCentennial, Colorado
  • Ward Transport & Logistics Corp.Altoona, Pennsylvania

Corporate DC >$100MM – $200MM

  • Agfa Healthcare CorporationCarlstadt, New Jersey
  • Montrose Environmental Group, Inc.North Little Rock, Arkansas
  • Red Wing Shoe CompanyRed Wing, Minnesota

Corporate DC >$200MM – $500MM

  • Clayco, Inc.Chicago, Illinois
  • Dawn Food ProductsJackson, Michigan
  • Everest Reinsurance CompanyWarren, New Jersey
  • La-Z-Boy, Inc.Monroe, Michigan
  • Standard Chartered BankNew York, New York

Corporate DC >$500MM – $1B

  • Amica Mutual Insurance CompanyLincoln, Rhode Island
  • CAE USA, Inc.Tampa, Florida
  • Hendrick Automotive Group, LLCCharlotte, North Carolina
  • Hines Interests, LPHouston, Texas

Corporate DC >$1B

  • Constellation Brands, Inc.Rochester, New York
  • Lockton CompaniesKansas City, Missouri
  • PearsonHoboken, New Jersey
  • The Walt Disney CompanyBurbank, California
  • Vizient Inc.Irving, Texas

Total Retirement Offering (to be announced Friday, 3/28)


Multiple Employer Plans (to be announced Friday, 3/28)



Plan Sponsor of the Year

Nominations: December and January
Finalists Announced: March
Winners Announced: June at the Excellence in Retirement Awards at the PLANSPONSOR National Conference

To receive invitations and reminders for the Plan Sponsor of the Year Awards, click here.

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