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Filings through .

Blitman & King

Matched across 10 name variants in the filings

Blitman & King summary

Blitman & King appears on 59 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $17.6B in assets for 247,001 participants. The median client plan holds $69.5M. Most client plans are sponsored in NY, CT and MA. The largest clients by plan assets are BD of Trustees Sheet Metal Workers' National Pension Fund, IBEW Local 1249 Pension Fund Board of Trustees and Board of Trustees of Nba Players' Pension Plan. Plans reported $2.5M in direct and indirect compensation paid to Blitman & King. The median is $29K per plan.

Participants
247,001
Median plan assets
$69.5M
Median plan participants
1,123
Median fees per plan
$29K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
BD of Trustees Sheet Metal Workers' National Pension FundVA$10.0B153,043
IBEW Local 1249 Pension Fund Board of TrusteesNY$793M5,286
Board of Trustees of Nba Players' Pension PlanIN$725M2,149
BD of Trust Upstate New York Engineers Pension FundNY$455M6,843
IBEW Local No. 236 Pension PlanNY$434M2,259
U.A. Plumbers & Steamfitters Local 22 Pension FundNY$289M1,968
Trustees of Local No. 41 Pension PlanNY$285M1,409
United Association Local 7 Pension PlanNY$281M1,498
Board of Trustees Local 456 Pension FundNY$274M2,219
IBEW Local 43 & Electrical Contractors Pension FundNY$271M1,953
Board of Trustees IUOE Local 98 Pension PlanMA$270M1,606
Board of Trustees Local 456 Annuity FundNY$262M1,870
Service Employees Pension Fund of Upstate NYNY$259M9,571
Board of Trustees IBEW Local 43 and Electrical ContractorsNY$249M1,893
Trustees of 1199 SEIU Regional Pension FundNY$232M13,121
Plumbers 267 Pension Fund Local 267 Pension FundNY$195M1,401
Board of Trustees of Iwdc of WNY and Vicinity Pension PlanNY$176M2,357
Trustees of Local No. 41 IBEW AnnuityNY$141M1,627
Bot Bricklayers & Allied Craftworkers,l 2, Albany,ny Pens FDNY$128M1,447
Trustees of Plumbers and Steamfitters Local No. 7 Annuity FundNY$116M1,123
Trustees of Plumbers & Steamfitters Local 81 Annuity FundNY$104M1,403
Laborers' Local #157 Pension FundNY$104M1,178
Board of Trustees I.U.O.E. Local 98 Annuity FundMA$102M1,554
U.A. Plumbers and Steamfitters Local No. 22 Annuity FundNY$102M1,160
Trustees of Plumbers Pipe Fitters & Apprentices Local 112 Pension FundNY$97.6M827

Top client states

  • NY53 plans
  • CT2 plans
  • MA2 plans
  • IN1 plan
  • VA1 plan

Frequently asked questions

Who uses Blitman & King?
59 retirement plans list Blitman & King as a service provider on Schedule C of Form 5500. The largest clients by plan assets include BD of Trustees Sheet Metal Workers' National Pension Fund, IBEW Local 1249 Pension Fund Board of Trustees, Board of Trustees of Nba Players' Pension Plan, BD of Trust Upstate New York Engineers Pension Fund and IBEW Local No. 236 Pension Plan. Most client plans are sponsored in NY, CT and MA.
How many plans does Blitman & King serve?
Blitman & King serves 59 retirement plans with $17.6B in plan assets and 247,001 participants, based on the latest Form 5500 filings through 2024.
What does Blitman & King charge?
Plans reported $2.5M in total Schedule C compensation paid to Blitman & King. The median plan paid $29K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served59+2 YoYRank #326 of mapped providers
Assets under administration$17.6B0.0%Rank #872 by share of filed assets
Fees received$3MMedian $28,700/planSum across Schedule C direct + indirect
Net wins YoY+13 won - 2 lostPlan-level switch detection

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