PlanOptica
Try Pro free

Filings through .

Asher Kelly

Matched across 8 name variants in the filings

Asher Kelly summary

Asher Kelly appears on 24 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $6.6B in assets for 85,034 participants. The median client plan holds $218M. Most client plans are sponsored in MI, NY and OH. The largest clients by plan assets are Joint Board of Trustees Operating Engineers Local 324, Board of Trustees, Iron Workers Local No. 25 and Pipefitters Local No 636 Defined Benefit Pension Fund. Plans reported $1.3M in direct and indirect compensation paid to Asher Kelly. The median is $35K per plan.

Participants
85,034
Median plan assets
$218M
Median plan participants
1,612
Median fees per plan
$35K
Schedule C direct + indirect

Top 24 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Joint Board of Trustees Operating Engineers Local 324MI$1.9B21,246
Board of Trustees, Iron Workers Local No. 25MI$565M5,300
Pipefitters Local No 636 Defined Benefit Pension FundMI$536M3,385
United Associated Pension Fund Local 13NY$394M1,434
Plumbers Local 98 Defined Benefit Pension FundMI$335M2,572
Roofers Local 149 Pension FundMI$334M2,553
Pipefitters Local 636 Defined Contribution Retirement TrustMI$310M3,532
Joint Board of Trustees, Operating Engineers Local 324, DCMI$248M20,636
Board of Trustees, Iron Workers Local No. 25MI$232M5,583
U.A. Local 13 Annuity FundNY$229M1,524
BD of Trustees of Sheet Metal Workers Union L38 Profit Sharing FDNY$226M1,349
Rochester Laborers Pension FundNY$219M1,844
Board of Trustees Ironworkers Local No. 55 Pension PlanOH$217M1,305
Trustees Flint Plumbing Pension Fun, plan 001MI$117M961
Sprinkler Fitters and Apprentices Local 704MI$115M578
Plumbers and Steamfitters Local 166IN$95.1M1,324
Joint Board of Trustee Plumbers 98 Defined Contribution Pension PlanMI$92.2M1,608
Board of Trustees Sheet Metal, Air Youngstown DistrictOH$90.9M668
Board of Trustees IUOE Local 324 Retirement Trust FundMI$82.6M1,935
Board of Trustees Rochester Laborers Annuity FundNY$78.1M1,859
Plumbers and Steamfitters Local 166IN$61.6M1,066
Board of Trustees Sheet Metal, Air Youngstown DistrictOH$43.2M539
Trustees Flint Defined Contrib Fund, plan 002MI$26.1M618
Roofers Local 149 DC Pension PlanMI$7.4M1,615

Top client states

  • MI14 plans
  • NY5 plans
  • OH3 plans
  • IN2 plans

Frequently asked questions

Who uses Asher Kelly?
24 retirement plans list Asher Kelly as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Joint Board of Trustees Operating Engineers Local 324, Board of Trustees, Iron Workers Local No. 25, Pipefitters Local No 636 Defined Benefit Pension Fund, United Associated Pension Fund Local 13 and Plumbers Local 98 Defined Benefit Pension Fund. Most client plans are sponsored in MI, NY and OH.
How many plans does Asher Kelly serve?
Asher Kelly serves 24 retirement plans with $6.6B in plan assets and 85,034 participants, based on the latest Form 5500 filings through 2024.
What does Asher Kelly charge?
Plans reported $1.3M in total Schedule C compensation paid to Asher Kelly. The median plan paid $35K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served24+1 YoYRank #701 of mapped providers
Assets under administration$6.6B0.0%Rank #1884 by share of filed assets
Fees received$1MMedian $34,752/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

See full Asher Kelly analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets
Try Pro freeSee pricing