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Baldwin Moffitt Behm LLP

Matched across 5 name variants in the filings

Baldwin Moffitt Behm LLP at a glance

Baldwin Moffitt Behm LLP appears on 25 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.0B in assets for 63,121 participants. The median client plan holds $47.1M. Most client plans are sponsored in AZ, CA and NM. The largest clients by plan assets are Board of Trustees Arizona Pipe Trades DC Pension Plan, Board of Trustees Arizona Pipe Trades Pension Plan and Arizona Operating Engineers Annuity Plan. Plans reported $492K in direct and indirect compensation paid to Baldwin Moffitt Behm LLP, a median of $21K per plan.

Participants
63,121
Median plan assets
$47.1M
Median plan participants
1,545
Median fees per plan
$21K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees Arizona Pipe Trades DC Pension PlanAZ$461M9,484
Board of Trustees Arizona Pipe Trades Pension PlanAZ$419M5,112
Arizona Operating Engineers Annuity PlanAZ$344M8,578
New Mexico Electricians Retirement Benefit FundNM$278M2,745
Utah Sheet Metal Pension TrustUT$275M1,685
B of T IBEW Local 640 & Az Chapter Neca DB Pension PlanAZ$267M4,765
B of T IBEW Local No 640 & Az Chapter Neca Defined Contribution PlanAZ$165M6,183
B of T IBEW Local Nos 570 & 518 and Southern Az Neca Pension PlanAZ$131M1,545
Board of Trustees Arizona Sheet Metal Pension Trust FundAZ$124M1,698
New Mexico Pipe TradesNM$88.8M2,260
Union Roofers Supplemental Annuity Trust FundCA$53.5M6,993
Board of Trustees Arizona Laborers & Teamsters Annuity PlanAZ$47.4M2,515
B of T IBEW Local Nos 570 & 518 and Southern Az Neca Annuity PlanAZ$47.1M1,467
Board of Trustees Ara Pension PlanCA$47.0M263
Board of Trustees Arizona Laborers & Teamsters Pension Trust FundAZ$45.4M2,043
Board of Trustees - Arizona Bricklayers Pension Trust FundAZ$35.5M621
Phoenix Painters' Pension Trust FundAZ$31.1M824
Board of Trustees SM Workers Local 49 Defined Contribution PlanNM$24.5M997
Bot Operative Plasterers and Cement Masons Local 394 DCAZ$17.0M612
Board of Trustees Painters and Allied Trades L 1959 Retirement PlanWA$16.6M436
Arizona Operating Engineers Pension Trust FundAZ$15.0M1,395
NM State Conference of the Masons' Pension Trust FundNM$13.4M327
Board of Trustees American Radio Association Individual Account PlanCA$6.6M108
Board of Trustees Ara 401(k) Savings PlanCA$2.8M42
Bot Operative Plasterers and Cement Masons Loc 394 Pension Trust FundAZ$820K423

Top client states

  1. AZ15 plans
  2. CA4 plans
  3. NM4 plans
  4. UT1 plan
  5. WA1 plan

Frequently asked questions

Who uses Baldwin Moffitt Behm LLP?
25 retirement plans list Baldwin Moffitt Behm LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees Arizona Pipe Trades DC Pension Plan, Board of Trustees Arizona Pipe Trades Pension Plan, Arizona Operating Engineers Annuity Plan, New Mexico Electricians Retirement Benefit Fund and Utah Sheet Metal Pension Trust. Most client plans are sponsored in AZ, CA and NM.
How many plans does Baldwin Moffitt Behm LLP serve?
Baldwin Moffitt Behm LLP serves 25 retirement plans with $3.0B in plan assets and 63,121 participants, based on the latest Form 5500 filings through 2024.
What does Baldwin Moffitt Behm LLP charge?
Plans reported $492K in total Schedule C compensation paid to Baldwin Moffitt Behm LLP. The median plan paid $21K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served25+1 YoYRank #683 of mapped providers
Assets under administration$3.0B0.0%Share of filed assets - rank #3061
Fees received$491,952Median $20,587/planSum across Schedule C direct + indirect
Net wins YoY-11 won - 2 lostPlan-level switch detection

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Baldwin Moffitt Behm LLP 401(k) Clients: 25 Plans, $3.0B (2024) - PlanOptica