Filings through .
Albourne Partners
Matched across 9 name variants in the filings
Albourne Partners summary
Albourne Partners appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $58.2B in assets for 677,550 participants. The median client plan holds $2.7B. Most client plans are sponsored in CA, IL and NJ. The largest clients by plan assets are TWDC Enterprises 18 Corp., Sutter Health and Exelon Corporation. Plans reported $1.8M in direct and indirect compensation paid to Albourne Partners. The median is $68K per plan.
- Participants
- 677,550
- Median plan assets
- $2.7B
- Median plan participants
- 13,238
- Median fees per plan
- $68K
- Schedule C direct + indirect
Top 18 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| TWDC Enterprises 18 Corp., plan 010 | CA | $11.0B | 34,421 |
| Sutter Health | CA | $6.7B | 69,518 |
| Exelon Corporation, plan 002 | IL | $6.2B | 23,507 |
| BD of Trustees UFCW Consolidated Pension Fund | GA | $6.0B | 337,777 |
| Constellation Energy Generation LLC, plan 001 | PA | $5.1B | 16,772 |
| TWDC Enterprises 18 Corp., plan 022 | CA | $4.4B | 17,812 |
| Ernst & Young U.S. LLP, plan 113 | NJ | $3.3B | 3,629 |
| Ernst & Young U.S. LLP, plan 001 | NJ | $2.8B | 3,812 |
| Ernst & Young U.S. LLP, plan 111 | NJ | $2.7B | 45,839 |
| The New York and Presbyterian Hospital | NY | $2.6B | 38,472 |
| Exelon Corporation, plan 022 | IL | $1.9B | 9,704 |
| TWDC Enterprises 18 Corp., plan 014 | CA | $1.9B | 52,180 |
| Constellation Energy Generation LLC, plan 013 | PA | $1.3B | 7,399 |
| Exelon Corporation, plan 016 | IL | $988M | 4,876 |
| TFCF America, Inc. | NY | $447M | 1,219 |
| Hallmark Cards, Inc. | MO | $446M | 6,563 |
| Exelon Corporation, plan 005 | IL | $190M | 2,677 |
| Crayola LLC | PA | $161M | 1,373 |
- CAParticipants 34,421
- Sutter Health$6.7BCAParticipants 69,518
- ILParticipants 23,507
- GAParticipants 337,777
- PAParticipants 16,772
- CAParticipants 17,812
- NJParticipants 3,629
- NJParticipants 3,812
- NJParticipants 45,839
- NYParticipants 38,472
- ILParticipants 9,704
- CAParticipants 52,180
- PAParticipants 7,399
- ILParticipants 4,876
- TFCF America, Inc.$447MNYParticipants 1,219
- Hallmark Cards, Inc.$446MMOParticipants 6,563
- ILParticipants 2,677
- Crayola LLC$161MPAParticipants 1,373
Top client states
- CA4 plans
- IL4 plans
- NJ3 plans
- PA3 plans
- NY2 plans
Frequently asked questions
- Who uses Albourne Partners?
- 18 retirement plans list Albourne Partners as a service provider on Schedule C of Form 5500. The largest clients by plan assets include TWDC Enterprises 18 Corp., Sutter Health, Exelon Corporation, BD of Trustees UFCW Consolidated Pension Fund and Constellation Energy Generation LLC. Most client plans are sponsored in CA, IL and NJ.
- How many plans does Albourne Partners serve?
- Albourne Partners serves 18 retirement plans with $58.2B in plan assets and 677,550 participants, based on the latest Form 5500 filings through 2024.
- What does Albourne Partners charge?
- Plans reported $1.8M in total Schedule C compensation paid to Albourne Partners. The median plan paid $68K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served18+2 YoYRank #811 of mapped providers
Assets under administration$58.2B0.1%Rank #167 by share of filed assets
Fees received$2MMedian $67,966/planSum across Schedule C direct + indirect
Net wins YoY+35 won - 2 lostPlan-level switch detection
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