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Baratz & Associates, P.A.

Matched across 8 name variants in the filings

Baratz & Associates, P.A. summary

Baratz & Associates, P.A. appears on 27 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.2B in assets for 94,092 participants. The median client plan holds $15.4M. Most client plans are sponsored in NJ, PA and VA. The largest clients by plan assets are Trucking Employees of North Jersey Welfare Fund, Inc. - Pension Fund, Uiu-Newspaper Guild of Greater Philadelphia Pension Fund and Trustees of UFCW Retirement and Savings Plan. Plans reported $588K in direct and indirect compensation paid to Baratz & Associates, P.A.. The median is $16K per plan.

Participants
94,092
Median plan assets
$15.4M
Median plan participants
890
Median fees per plan
$16K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Trucking Employees of North Jersey Welfare Fund, Inc. - Pension FundNJ$753M4,813
Uiu-Newspaper Guild of Greater Philadelphia Pension FundNJ$345M2,372
Trustees of UFCW Retirement and Savings PlanNJ$225M44,614
Local 360 Labor-Management Pension FundNJ$168M5,214
TNG International Pension FundDC$168M5,007
UFCW Regional Pension FundNJ$131M4,197
Teamsters Industrial Employees Pension FundNJ$77.4M1,915
Trucking Employees of North Jersey Annuity FundNJ$68.4M890
IBEW Local No. 229 Annuity FundVA$55.8M369
UFCW 360 Shop Rite Pension FundPA$37.5M4,183
Local Union 94 I.B.E.WNJ$25.7M3,051
National Employee Management Resources, LLCNJ$17.9M556
International Union of Bricklayers Local 47 Pension FundVA$15.5M308
Pinnacle Physicians, P.C.PA$15.4M194
Local 360 401(k) and Severance PlanNJ$14.6M3,142
Board of Trustees IBEW Eastern States Pension PlanNJ$13.3M377
Board of Trustees of Local Union Number 130, Annuity FundPA$12.3M522
Pension Plan of Int'L Union of Bricklaye RS and Allied Craftworkers, LVA$8.7M163
Retail Wholesale Department Store Defined Contribution Pension PlanPA$4.7M463
Sheet Metal Workers Local 194 Industrial Pension FundPA$4.2M238
Trustees of Laborers' Local 130 Pension FundPA$4.2M620
Board of Trustees of the District 65 Pension PlanNJ$2.1M4,512
Board of Trustees Production Service and Sales District CouncilNJ$1.8M3,654
Local No. 171 Pension PlanNJ$1.1M255
UFCW Union Local 919 & Contrib Empl Non-Food Pension FundNJ$406K821

Top client states

  • NJ16 plans
  • PA6 plans
  • VA3 plans
  • DC1 plan
  • MI1 plan

Frequently asked questions

Who uses Baratz & Associates, P.A.?
27 retirement plans list Baratz & Associates, P.A. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trucking Employees of North Jersey Welfare Fund, Inc. - Pension Fund, Uiu-Newspaper Guild of Greater Philadelphia Pension Fund, Trustees of UFCW Retirement and Savings Plan, Local 360 Labor-Management Pension Fund and TNG International Pension Fund. Most client plans are sponsored in NJ, PA and VA.
How many plans does Baratz & Associates, P.A. serve?
Baratz & Associates, P.A. serves 27 retirement plans with $2.2B in plan assets and 94,092 participants, based on the latest Form 5500 filings through 2024.
What does Baratz & Associates, P.A. charge?
Plans reported $588K in total Schedule C compensation paid to Baratz & Associates, P.A.. The median plan paid $16K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served27+12 YoYRank #881 of mapped providers
Assets under administration$2.2B0.0%Rank #4383 by share of filed assets
Fees received$588,201Median $15,714/planSum across Schedule C direct + indirect
Net wins YoY+33 won - 0 lostPlan-level switch detection

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