Blackstone
advisor22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13-7 YoYRank #1423 of mapped providers
Assets under administration$23.2B0.0%Market share · rank #613
Fees received$6MMedian $120,570/planSum across Schedule C direct + indirect
Net wins YoY-90 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 Blackstone plan look like?
Service mix · median fees per plan
Count of plans where Blackstone ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 12 | $150,335 | |
Other fees; Investment management fees paid directly by plan; Direct payment from the planCode 50 | 1 | $70,068 |
Competitor overlap
Percent of Blackstone'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 Blackstone.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Blackstone; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHELL USA, INC.TX · 131299890-001 | Prudential | $15.1B |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | Blue Owl Capital Inc | $4.8B |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | Blackstone Infrastructure Advisors | $1.9B |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | Wellington Group Holdings LLP | $891M |
LOCAL NO. 731, I.B. OF T., PENSION FUNDIL · 366513567-001 | JW Cole | $830M |
UNITED BROTHERHOOD OF CARPENTERS LABOR-MGMT PF TRUSTEETN · 516091982-001 | Southern Benefit Administrators | $777M |
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | LOUISA MARGARET SLAPPEY | $250M |
BOT SHEET METAL WORKERS LOCAL UNION NO.17 SUPPLEMENTAL PENSION FUNDMA · 200845880-001 | Comerica | $144M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $1M | 7y | - |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | $3.0B | 8,907 | $450,000 | 3y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $2M | 2y | - |
BOARD OF TRUSTEESNY · 131764242-001 | $2.6B | 56,488 | $0 | 4y | - |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | $2.6B | 116,515 | $70,068 | 9y | - |
BOARD OF TRUSTEES - MARC PENSION PLANMD · 526051388-001 | $575M | 9,688 | $1M | 6y | - |
ALASKA TEAMSTER EMPLOYER PENSION TRUSTAK · 926003463-024 | $534M | 9,416 | $46,146 | 1y | - |
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUNDOH · 340904419-001 | $350M | 9,142 | $180,100 | 10y | - |
METROPOLITAN OPERA ASSOCIATION, INCNY · 131624087-007 | $265M | 1,641 | $0 | 2y | - |
BOARD OF TRUSTEES HAGERSTOWN MOTOR CARRIERS ANDMD · 526045424-001 | $223M | 1,522 | $23,246 | 3y | - |
Flag exposure
92.3%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 (22)
Raw Schedule C names collapsed into Blackstone.
- ARKANSAS CENTRAL PRI
- ARKANSAS MAILING SERVICES
- ARLINGTON FINANCIAL ADVISORS LLC
- ARLINGTON GLASS & MIRROR
- BLACKSTONE
- BLACKSTONE CAPITAL PARTNERS
- BLACKSTONE GROUP
- BLACKSTONE GSO SECURED TRUST LTD
- BLACKSTONE INC
- BLACKSTONE INC.
- BLACKSTONE LIFE SCIENCES YIELD NT
- BLACKSTONE MANAGEMENT PARTNERS LLC
- BLACKSTONE MGMT ASSOC. VI LLC
- BLACKSTONE MGMT ASSOC. VII, LLC
- BLACKSTONE MNGMNT PARTNERS L.L.C.
- BLACKSTONE PARK AVE NT FUND LP
- BLACKSTONE RE DEBT STRATEGIES
- BLACKSTONE RE DEBT STRATEGIES ASSOC
- BLACKSTONE RE DEBT STRATEGIES II
- PRIVATE WEALTH SOLUTIONS BLACKSTONE
- THE BLACKSTONE GROUP
- THE BLACKSTONE GROUP, LP
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 Blackstone'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 | 2 | 15.38% | 7.76% | +7.62 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 Blackstone. 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 Blackstone'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 |
|---|---|---|
| Morgan Lewis & Bockius LLP | 3 | 23.1% |
| Proskauer Rose LLP | 2 | 15.4% |
| Arnold & Kadjan LLP | 1 | 7.7% |
| Barlow Coughran Morales & Josephson | 1 | 7.7% |
| Barnes, Iaccarino & Sheperd LLP | 1 | 7.7% |
| Barnes & Thornburg LLP | 1 | 7.7% |
| Ellenoff Grossman & Schole LLP | 1 | 7.7% |
| Faulkner, Hoffman & Phillips, LLP | 1 | 7.7% |
| Groom Law Group, Chartered | 1 | 7.7% |
| Mondress Monaco Parr Lockwood PLLC | 1 | 7.7% |