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Congress Asset Management

Matched across 19 name variants in the filings

Congress Asset Management summary

Congress Asset Management appears on 23 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $30.1B in assets for 241,957 participants. The median client plan holds $478M. Most client plans are sponsored in NY, MD and HI. The largest clients by plan assets are Joint Board of Trustees, Bakery & Confectionery Union & Industry, National Automatic Sprinkler Industry Pension Fund JT Board of Trustee and Ameriprise Financial, Inc.. Plans reported $2.6M in direct and indirect compensation paid to Congress Asset Management. The median is $72K per plan.

Participants
241,957
Median plan assets
$478M
Median plan participants
3,412
Median fees per plan
$72K
Schedule C direct + indirect

Top 23 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Joint Board of Trustees, Bakery & Confectionery Union & IndustryMD$6.5B98,364
National Automatic Sprinkler Industry Pension Fund JT Board of TrusteeMD$5.3B34,830
Ameriprise Financial, Inc.MN$3.9B11,885
Trustees of Carpenters Benefit Plans of St. LouisMO$3.4B27,598
Joint Board of Trustees Electrical Workers Local 103 IBEWMA$2.1B10,385
BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIONY$2.0B7,929
U a Local Union Officers & Employees Pension FundMD$1.4B6,198
Excavators Union Local 731 Annuity Board of TrusteesNY$1.1B10,879
Joint Pension Fund Local Union 164 IBEWNJ$670M4,093
Pamcah-Ua Local 675 Pension FundHI$622M3,137
Board of Trustees, Teamsters Retirement Pension PlanMN$562M3,935
Joint Bot Cleveland Bakers and Teamsters Pension FundOH$478M9,038
Board of Trustees of Pamcah-Ua Local 675 Annuity FundHI$383M3,412
Stevens & LeePA$307M603
BD of Trustees Pension Plan of the IUOE 137 137A 137B 137C 137R AflcioNY$296M1,436
Board of Trustees I.U.O.E. Annuity Local 137 137A 137B 137C 137RNY$278M1,575
Northeast District Council of the Opcmia Annuity FundNY$210M1,863
Joint Board of Trustees Cement Masons Pension Trust Fund-DetroitMI$108M1,185
Trustees - Sheet Metal Workers Local No. 177 Pension FundTN$87.6M1,292
Trustees of Glaziers & Glassworkers Local Union 513 Pension FundMO$84.0M405
Employers and Cement Masons Local 90 Pension PlanIL$77.5M1,273
BD of Tr Derrickmens Pension Fund, Local 197NY$57.8M312
Board of Trustees Derrickmens Annuity Fund, Local 197NY$46.2M330

Top client states

  • NY7 plans
  • MD3 plans
  • HI2 plans
  • MN2 plans
  • MO2 plans

Frequently asked questions

Who uses Congress Asset Management?
23 retirement plans list Congress Asset Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Joint Board of Trustees, Bakery & Confectionery Union & Industry, National Automatic Sprinkler Industry Pension Fund JT Board of Trustee, Ameriprise Financial, Inc., Trustees of Carpenters Benefit Plans of St. Louis and Joint Board of Trustees Electrical Workers Local 103 IBEW. Most client plans are sponsored in NY, MD and HI.
How many plans does Congress Asset Management serve?
Congress Asset Management serves 23 retirement plans with $30.1B in plan assets and 241,957 participants, based on the latest Form 5500 filings through 2024.
What does Congress Asset Management charge?
Plans reported $2.6M in total Schedule C compensation paid to Congress Asset Management. The median plan paid $72K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served23-2 YoYRank #628 of mapped providers
Assets under administration$30.1B0.0%Rank #468 by share of filed assets
Fees received$3MMedian $71,914/planSum across Schedule C direct + indirect
Net wins YoY+12 won - 1 lostPlan-level switch detection

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