Citrin Cooperman
auditor34 known aliases resolved via the canonical alias map
Market position · 2024
Plans served94+39 YoYRank #217 of mapped providers
Assets under administration$89.0B0.1%Market share · rank #158
Fees received$3MMedian $20,557/planSum across Schedule C direct + indirect
Net wins YoY+3950 won · 11 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 Citrin Cooperman plan look like?
Service mix · median fees per plan
Count of plans where Citrin Cooperman ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 80 | $20,161 | |
Other feesCode 99 | 6 | $19,663 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Consulting fees; Consulting (pension)Code 15 | 2 | $14,680 | |
Contract AdministratorCode 13 | 1 | $3,286 | |
Consulting (general)Code 16 | 1 | $21,000 | |
Consulting (pension); Direct payment from the planCode 17 | 1 | $12,825 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $9,945 | |
Direct payment from the plan; Employee (plan)Code 30 | 1 | $349,577 |
Competitor overlap
Percent of Citrin Cooperman'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 Citrin Cooperman.
| Sponsor | From | Assets |
|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-041 | Herron Palmer LLC | $2.1B |
BOARD OF TRUSTEES U.F.C.W. LOCAL 1500 PENSION FUNDNY · 237176372-001 | Berdon LLP | $947M |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-045 | Fidelity Investments | $632M |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-040 | Fidelity Investments | $623M |
BOARD OF TRUSTEES LOCAL 1298 PENSION FUNDNY · 111970385-001 | Prudential Retirement Insurance & Annuity Co. | $434M |
BOARD OF TRUSTEES LOCAL 138, 138A, 138B & 138C IUOE ANNUITY FUNDNY · 112653717-002 | STACY CORDANO | $359M |
KELLER MANAGEMENT SERVICES, LLCMD · 521691496-001 | Empower | $312M |
BOARD OF TRUSTEES LOCAL 1298 ANNUITY FUNDNY · 112911064-001 | Prudential Retirement Insurance & Annuity Co. | $269M |
FUJIFILM DIOSYNTH BIOTECHNOLOGIES U.S.A., INC.NY · 451177477-001 | Pease Bell CPAs | $250M |
BOARD OF TRUSTEES LOCAL 60 ANNUITY FUNDNY · 133344192-002 | Pease Bell CPAs | $200M |
Plans lost in 2024
Appeared last year under Citrin Cooperman; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF LOCAL 1205 PENSION FUNDNY · 111880353-001 | VENUS TEMPLE | $243M |
TRIMARK ERF HOLDINGS, LLC.MA · 320240384-002 | Caron & Bletzer, PLLC | $221M |
VIRGIN ATLANTIC AIRWAYS, LTD.GA · 133213123-001 | 401(k) Advisors Inc | $39M |
ACE ENDICO CORP.NY · 133116470-001 | Caron & Bletzer, PLLC | $27M |
CAPE COD ACADEMYMA · 042592472-001 | Global Retirement Partners LLC | $13M |
TUUCI, LLCFL · 650818852-001 | Ascensus | $8M |
WELLER MANAGEMENTFL · 203621432-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-011 | $39.5B | 153,905 | $38,798 | 4y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $31,321 | 3y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007 | $8.4B | 60,528 | $20,161 | 3y | - |
LINCOLN NATIONAL CORPORATIONPA · 351140070-009 | $3.5B | 17,050 | $43,470 | 2y | - |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | $2.9B | 45,702 | $349,577 | 10y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-041 | $2.1B | 20,435 | $9,870 | 1y | - |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $67,521 | 10y | - |
GOODWIN PROCTER LLPMA · 041378465-001 | $985M | 3,131 | $18,900 | 6y | 3 |
BOARD OF TRUSTEES U.F.C.W. LOCAL 1500 PENSION FUNDNY · 237176372-001 | $947M | 31,393 | $41,413 | 1y | - |
LINCOLN NATIONAL CORPORATIONPA · 351140070-011 | $762M | 12,960 | $15,488 | 2y | - |
Flag exposure
88.3%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 (34)
Raw Schedule C names collapsed into Citrin Cooperman.
- BENEFITS DEPARTMENT
- BENEFITS FINANCIAL SERVICE GROUP
- BENEFITS FUNDING
- BENEFITS FUNDING SERVICES GROUP
- BENEFITS LAW GROUP
- BENEFITS LAW GROUP PC
- CITRI COPERMN
- CITRIN & COOPERMAN
- CITRIN COOPERMAN
- CITRIN COOPERMAN & CO
- CITRIN COOPERMAN & CO LLP
- CITRIN COOPERMAN & CO, LLP
- CITRIN COOPERMAN & CO. LLP
- CITRIN COOPERMAN & CO.,LLP
- CITRIN COOPERMAN & COMPA
- CITRIN COOPERMAN & COMPANY
- CITRIN COOPERMAN & COMPANY LLP
- CITRIN COOPERMAN & COMPANY, LLC
- CITRIN COOPERMAN & COMPANY, LLP
- CITRIN COOPERMAN & COMPANY. LLP
- CITRIN COOPERMAN & COMPNAY, LLP
- CITRIN COOPERMAN ADVISORS LLC
- CITRIN COOPERMAN ADVISORS, LLC
- CITRIN COOPERMAN AND COMPANY
- CITRIN COOPERMAN AND COMPANY LLP
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 Citrin Cooperman'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 | 2.13% | 7.76% | -5.63 pp |
| Fidelity bond gap | 1 | 1.06% | 26.94% | -25.88 pp |
| Late contributions | 17 | 18.09% | 1.71% | +16.37 pp |
| Failed to provide benefit | 2 | 2.13% | 0.14% | +1.99 pp |
| Corrective distributions | 14 | 14.89% | 1.76% | +13.14 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 Citrin Cooperman. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Citrin Cooperman'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 |
|---|---|---|
| Callan Associates Inc. | 9 | 9.6% |
| WTW | 9 | 9.6% |
| Inter-Continental Real Estate Corp | 8 | 8.5% |
| TPA Corporation | 7 | 7.5% |
| Strategic Advisers | 6 | 6.4% |
| Dahab Associates | 5 | 5.3% |
| The Segal Company | 5 | 5.3% |
| The Angell Pension Group Inc. | 4 | 4.3% |
| Boyd Watterson Asset Management LLC | 4 | 4.3% |
| Chipton-Ross Inc. | 4 | 4.3% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).