2024
PLANSPONSOR 403(b) Market Survey

The 2024 PLANSPONSOR 403(b) Survey was fielded from April through May via the Qualtrics survey platform. Twenty-seven recordkeepers of defined contributions plans participated and reported on their U.S. DC recordkeeping business as of December 31, 2023. In this segment, we list the 10 largest 403(b) providers in the following areas: total plan assets, ERISA and Non-ERISA plans, and plan counts, broken down by three industries . On each provider profile, we feature data on overall assets, plans and participant counts, number of plans by market, number of participants by plan size and services offered. For more information on the data presented or to sign up for the 2025 PLANSPONSOR Recordkeeping Survey, please reach out to the Research and Surveys team at surveys@issmediasolutions.com.

—Kimberley Gonzalez-Quiles