Paychex

Third-Party Administrator

Rochester, NY

About Paychex

<p>Payroll, HR, and retirement plan administration are handled by Paychex, which provides recordkeeping services for employer-sponsored plans. The company works with businesses that want day-to-day support for plan operations alongside other workforce services.</p> <p>Founded in 1971, Paychex is headquartered in Rochester in the Finger Lakes region of upstate New York and supports employers across the U.S. Its retirement plan business includes recordkeeping and ongoing administration for workplace plans.</p> <p>As of 2025, Paychex reports 124,000 clients and $55.7B in assets under management. A key differentiator is its ability to pair retirement plan recordkeeping with payroll and HR systems under one provider.</p> <ul> <li>Provider type: administrator</li> <li>Retirement plan service: recordkeeping</li> <li>Founded: 1971</li> <li>Employees: 15,000</li> <li>Category: <a href="/retirement-plans">retirement plan providers</a></li> </ul>

Website: https://paychex.com

Founded: 1971

Employees: 15000

Office Locations

  • Rochester, NY (Headquarters)

Services Offered

  • 3(21) Investment Advisor
  • 3(38) Investment Manager
  • 3(16) Plan Administrator
  • Compliance Services
  • Recordkeeping

Client Statistics (2025)

  • Total Clients: 124,000
  • Total AUM: $55.7B
  • Total Participants: 1,608,060

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
PAYCHEX POOLED EMPLOYER 401(K) PLAN PAYCHEX RETIREMENT LLC, NY $1.8B 621,703
NEW JERSEY HEALTH CARE EMPLOYERS- PENSION PLAN DISTRICT 1199J-NEW JERSEY HEALTH CARE EMPLOYERS-, NJ $255M 2,804
LTIMINDTREE LTD 401(K) PLAN LTIMINDTREE LTD, NJ $207M 6,335
UNITE HERE! WORKERS AND HOSPITALITY EMPLOYERS VDB PENSION TRUST BOARD OF TRUSTEE UNITE HERE! WORKERS, MA $169M 6,037
HEARTLAND HOME SERVICES, INC. 401(K) PLAN HEARTLAND HOME SERVICES, INC., MI $80M 2,082
401(k) Retirement Plan Healthcare Sponsor, NJ $57M 2,443
401(k) Retirement Plan Manufacturing Sponsor, NY $56M 323
401(k) Retirement Plan Professional Services Sponsor, TX $56M 2,454
401(k) Retirement Plan Technology Sponsor, MI $46M 428

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