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Cavanagh & O'Hara

Matched across 12 name variants in the filings

Cavanagh & O'Hara summary

Cavanagh & O'Hara appears on 28 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $7.7B in assets for 108,940 participants. The median client plan holds $54.7M. Most client plans are sponsored in IL, IN and MO. The largest clients by plan assets are Board of Trustees of Carpenters Pension Fund of Illinois, Neca-IBEW Pension Trust Fund and Board of Trustees of Central Laborers' Pension Fund. Plans reported $1.1M in direct and indirect compensation paid to Cavanagh & O'Hara. The median is $15K per plan.

Participants
108,940
Median plan assets
$54.7M
Median plan participants
1,300
Median fees per plan
$15K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees of Carpenters Pension Fund of IllinoisIL$2.4B17,807
Neca-IBEW Pension Trust FundIL$1.6B12,974
Board of Trustees of Central Laborers' Pension Fund, plan 001IL$1.6B16,759
Board of Trustees of Central Laborers Annuity Plan, plan 002IL$356M24,935
Board of Trustees Central Illinois Carpenters Retirement Savings FundIL$255M8,248
Trustees of Southern Illinois Laborers & Employers Annuity FundIL$166M5,216
Plumbers & Steamfitters Local 137 Pension Fund Board of TrusteesIL$150M1,326
Board of Trustees Laborers Local 231 Pension FundIL$144M1,261
Employers and Laborers Locals 100 & 397 Pension Fund, plan 001MO$136M911
Board of Trustees Operating Engineers Local 649 Annuity Trust FundIL$123M2,617
BD of Trustees - Indiana Pipe Trades DFND Cont Pension PlanIN$109M1,440
Employers and Cement Masons Local 90 Pension PlanIL$77.5M1,273
Trustees of Oper. Plasterers' & Cement Masons' Local No. 18 Pension PLIL$67.6M744
Sheet Metal Workers Local 218(S) Pension FundKS$61.2M387
Board of Trustees of Painters District Council #58 401(k) PlanIL$48.1M992
Board of Trustees of IBEW Neca Conduit 401(k) PlanIL$45.6M2,042
Trustees Midwestern Teamsters Pension Trust FundIL$41.8M574
Joint Board of Trustees of the Illinois Operative Plasterers & CementIL$41.5M1,701
Board of Trustees Laborers Local 231 Annuity FundIL$40.7M1,798
Employers and Laborers Local 100 & 397 Supplemental Annuity Plan, plan 002MO$33.5M1,857
Board of Trustees, IUOE Local 965 Annuity FundIL$29.1M1,975
Board of Trustees Plumbers Local #63 Annuity PlanIN$21.3M204
Board of Trustees of Roofers Local #112 Money Purchase Pension PlanMI$20.6M159
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of TrusteesIL$18.7M1,053
Peoria Chapter of the Local No. 6 of Il Intl Union of BricklayersIL$16.6M272

Top client states

  • IL21 plans
  • IN3 plans
  • MO2 plans
  • KS1 plan
  • MI1 plan

Frequently asked questions

Who uses Cavanagh & O'Hara?
28 retirement plans list Cavanagh & O'Hara as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of Carpenters Pension Fund of Illinois, Neca-IBEW Pension Trust Fund, Board of Trustees of Central Laborers' Pension Fund, Board of Trustees of Central Laborers Annuity Plan and Board of Trustees Central Illinois Carpenters Retirement Savings Fund. Most client plans are sponsored in IL, IN and MO.
How many plans does Cavanagh & O'Hara serve?
Cavanagh & O'Hara serves 28 retirement plans with $7.7B in plan assets and 108,940 participants, based on the latest Form 5500 filings through 2024.
What does Cavanagh & O'Hara charge?
Plans reported $1.1M in total Schedule C compensation paid to Cavanagh & O'Hara. The median plan paid $15K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served28Rank #591 of mapped providers
Assets under administration$7.7B0.0%Rank #1863 by share of filed assets
Fees received$1MMedian $15,428/planSum across Schedule C direct + indirect
Net wins YoY+02 won - 2 lostPlan-level switch detection

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