The Berwyn Group
advisor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14+3 YoYRank #1392 of mapped providers
Assets under administration$51.8B0.1%Market share · rank #354
Fees received$753,308Median $15,074/planSum across Schedule C direct + indirect
Net wins YoY+110 won · 9 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical The Berwyn Group plan look like?
Service mix · median fees per plan
Count of plans where The Berwyn Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 8 | $8,550 | |
Contract AdministratorCode 13 | 2 | $17,039 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 1 | $10,335 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 1 | $19,813 | |
Consulting (pension); Direct payment from the planCode 17 | 1 | $48,000 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $105,902 |
Competitor overlap
Percent of The Berwyn Group's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under The Berwyn Group.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VINJ · 231511735-001 | NB Private Equity Credit Opp Fund | $2.7B |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | U.S. Bank National Association | $1.7B |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | ARA Core Property Fund | $683M |
BOARD OF TRUSTEES OF UNITED FOOD & COMMERCIAL WKRS LOCAL 1546 PENSIONIL · 516049165-001 | LETICIA CHAVEZ | $204M |
OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 527 PENSION TRUSTMO · 510179270-001 | Byrne Software Technologies Inc | $154M |
CEMENT MASONS - EMPLOYERS PENSION TRUSTOR · 936073070-001 | Masonry Industry Trust Admin. | $123M |
MATRIX METALS LLCTX · 421518416-002 | Cheiron | $16M |
UNIVERSITY CLUB OF CHICAGOIL · 361901470-001 | Selden Fox | $886,133 |
Plans lost in 2024
Appeared last year under The Berwyn Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
EXXON MOBIL CORPORATIONTX · 135409005-001 | Alight | $12.0B |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946277608-001 | White Deer Management LLC | $4.6B |
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | MACOLLEY LLC | $3.4B |
THE TJX COMPANIES, INC.MA · 042207613-004 | Fidelity Investments | $3.2B |
UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANYMI · 131421730-001 | AllianceBernstein | $2.4B |
BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEESCA · 942995676-001 | Sangus Ltd | $1.3B |
BOARD OF TRUSTEES OF GRAPHIC ARTS INDUSTRY JOINT PENSION PLANVA · 521074215-001 | ANGELA ALVEY | $573M |
BOARD OF TRUSTEES OF SOUTHWESTERN ILLINOIS LABORERS ANNUITY FUNDIL · 371221230-001 | (new plan) | $77M |
BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUNDAZ · 866084210-001 | Southwest Service Administrators | $48M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACEOH · 140689340-333 | $19.0B | 118,868 | $330,851 | 3y | - |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $10,335 | 4y | - |
ROPCOR, INC.NY · 611399608-001 | $8.9B | 51,368 | $141,793 | 1y | - |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946277608-001 | $5.5B | 44,826 | $105,902 | 3y | - |
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VINJ · 231511735-001 | $2.7B | 24,600 | $48,000 | 1y | - |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | $1.8B | 28,807 | $28,545 | 2y | - |
RPM INTERNATIONAL INC.OH · 020642224-010 | $847M | 10,347 | $5,177 | 1y | - |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | $683M | 4,993 | $7,500 | 1y | - |
I.U.O.E. LOCAL 132 PENSION FUNDWV · 556015364-001 | $559M | 4,062 | $27,500 | 1y | - |
BOARD OF TRUSTEES OF POINTERS,NY · 133208565-001 | $412M | 2,919 | $19,813 | 1y | - |
Flag exposure
92.9%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (13)
Raw Schedule C names collapsed into The Berwyn Group.
- APPLIED PLAN ADMINISTRATIORS LLC
- APPLIED PLAN ADMINISTRATOR
- APPLIED PLAN ADMINISTRATORS
- APPLIED PLAN ADMINISTRATORS LLC
- APPLIED PLAN ADMINISTRATORS, LLC
- APPLIED PLAN ADMINISTRATORS, LLC.
- BERWYN GROUP
- BERWYN GROUP INC
- THE BERWYN GROUP
- THE BERWYN GROUP INC
- THE BERWYN GROUP, INC
- THE BERWYN GROUP, INC.
- THE BERWYN GROUP, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for The Berwyn Group's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with The Berwyn Group. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on The Berwyn Group's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Ledbetter & Parisi LLC | 2 | 14.3% |
| Asher Gittler & D'Alba Ltd | 1 | 7.1% |
| Beeson Tayer & Bodine | 1 | 7.1% |
| Bradley L. Middleton, PC | 1 | 7.1% |
| Bullivant Houser Bailey | 1 | 7.1% |
| Constangy Brooks Smith & Prophete | 1 | 7.1% |
| Covington & Burling LLP | 1 | 7.1% |
| Gath Law Office | 1 | 7.1% |
| Gould Kobrick & Schlapp PC | 1 | 7.1% |
| Hammond & Shinners PC | 1 | 7.1% |