PlanOptica

Filings through .

Dahab Associates

Matched across 7 name variants in the filings

Dahab Associates summary

Dahab Associates appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.4B in assets for 29,055 participants. The median client plan holds $80.5M. Most client plans are sponsored in NY, MD and CT. The largest clients by plan assets are Board of Trustees Local 351 Pension Fund, Board of Trustees Local 138, 138A, 138B & 138C IUOE Annuity Fund and H N S Management Company Inc. Plans reported $607K in direct and indirect compensation paid to Dahab Associates. The median is $35K per plan.

Participants
29,055
Median plan assets
$80.5M
Median plan participants
1,860
Median fees per plan
$35K
Schedule C direct + indirect

Top 16 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • NY9 plans
  • MD3 plans
  • CT2 plans
  • NJ2 plans

Frequently asked questions

Who uses Dahab Associates?
16 retirement plans list Dahab Associates as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees Local 351 Pension Fund, Board of Trustees Local 138, 138A, 138B & 138C IUOE Annuity Fund, H N S Management Company Inc, Board of Trustees General Building Local 66 Pension Fund and Board of Trustees General Building Lab Local 66 Annuity Fund. Most client plans are sponsored in NY, MD and CT.
How many plans does Dahab Associates serve?
Dahab Associates serves 16 retirement plans with $2.4B in plan assets and 29,055 participants, based on the latest Form 5500 filings through 2024.
What does Dahab Associates charge?
Plans reported $607K in total Schedule C compensation paid to Dahab Associates. The median plan paid $35K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served16Rank #932 of mapped providers
Assets under administration$2.4B0.0%Rank #3308 by share of filed assets
Fees received$607,211Median $34,501/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

See full Dahab Associates analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets