PlanOptica

Filings through .

Daniels, Irwin & Aylor

Matched across 5 name variants in the filings

Daniels, Irwin & Aylor summary

Daniels, Irwin & Aylor appears on 42 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $5.5B in assets for 100,972 participants. The median client plan holds $57.5M. Most client plans are sponsored in TN, VA and AL. The largest clients by plan assets are Board of Trustees - Southern Electrical Retirement Fund, IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan and Iron Workers District Council of TN Valley & Vicinity Pension Plan. Plans reported $901K in direct and indirect compensation paid to Daniels, Irwin & Aylor. The median is $17K per plan.

Participants
100,972
Median plan assets
$57.5M
Median plan participants
973
Median fees per plan
$17K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees - Southern Electrical Retirement FundTN$2.5B28,803
IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanTN$487M2,336
Iron Workers District Council of TN Valley & Vicinity Pension PlanTN$293M3,163
Board of Trustees - Midwest Pipe Trades Retirement PlanTN$254M1,910
Sheet Metal Workers Local 85 Pension FundTN$205M2,153
Plumbers & Steamfitters Local 150 Pension FundTN$183M1,221
Plumbers & Steamfitters Local 43 Pension FundTN$153M1,831
Board of Trustees of the Noe Annuity PlanTN$105M1,838
Board of Trustees - Insulators Local No. 37 Retirement PlanTN$102M1,429
Shreveport Electrical Industry Profit Sharing PlanTN$95.2M916
BD of Trustees - Plumbers & Steam- Fitters Local 184 SupplementalTN$93.9M934
Trustees - Sheet Metal Workers Local No. 177 Pension FundTN$87.6M1,292
Board of Trustees - Tidewater Electrical Industry Pension FundVA$73.7M1,038
Iron Workers Local Union No. 92AL$66.8M1,012
Board of Trustees, Plumbers & Steamfitters Union Local No. 10TN$65.8M1,393
Board of Trustees - Operating Engineers Local No. 147 AnnuityVA$64.7M3,972
Sheet Metal Workers Local No. 4 Pension PlanTN$62.3M786
Florida Trowel Trades Pension Trust FundTN$61.5M1,861
Operating Eng. Local 474 Defined ContributionTN$61.3M1,442
BD of Trustees- Plumbers & Fitters Local No. 110 Annuity Trust FundVA$58.4M840
Board of Trustees of the Noe Pension PlanTN$58.2M1,538
Iron Workers District Council of TN & Vicinity Annuity PlanTN$56.8M5,419
Board of Trustees - Southeast Laborers Supplemental Pension FundTN$48.7M22,832
Joint Board of Trustees - Plumbers Local Union No. 17 Pension PlanTN$45.0M523
International Association of Heat & Frost Insulators & AlliedTN$44.0M193

Top client states

  • TN37 plans
  • VA4 plans
  • AL1 plan

Frequently asked questions

Who uses Daniels, Irwin & Aylor?
42 retirement plans list Daniels, Irwin & Aylor as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees - Southern Electrical Retirement Fund, IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Iron Workers District Council of TN Valley & Vicinity Pension Plan, Board of Trustees - Midwest Pipe Trades Retirement Plan and Sheet Metal Workers Local 85 Pension Fund. Most client plans are sponsored in TN, VA and AL.
How many plans does Daniels, Irwin & Aylor serve?
Daniels, Irwin & Aylor serves 42 retirement plans with $5.5B in plan assets and 100,972 participants, based on the latest Form 5500 filings through 2024.
What does Daniels, Irwin & Aylor charge?
Plans reported $901K in total Schedule C compensation paid to Daniels, Irwin & Aylor. The median plan paid $17K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served42+2 YoYRank #421 of mapped providers
Assets under administration$5.5B0.0%Rank #1674 by share of filed assets
Fees received$901,450Median $17,088/planSum across Schedule C direct + indirect
Net wins YoY+24 won - 2 lostPlan-level switch detection

See full Daniels, Irwin & Aylor 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