2025
Recordkeeping Survey
As the defined contribution market grows and changes, recordkeepers are addressing increasing plan sponsor and participant service expectations.
Introduction
The defined contribution plan industry is approaching $13 trillion in assets, with nearly 140 million participants, according to the 2025 PLANSPONSOR Recordkeeping Survey. As plan sponsors look to implement newly required and optional plan design features, personalized participant education and communication, employee financial wellness programs, and solutions for creating or planning for retirement income, they need to know how recordkeepers are keeping up. This year’s Recordkeeping Survey profiles 38 providers and notes the types of products and services each supply. Plan sponsors will also find rankings, per plan type, of providers by total assets, participants and plans.
