Income Research & Management
advisor51 known aliases resolved via the canonical alias map
Market position · 2024
Plans served92+3 YoYRank #220 of mapped providers
Assets under administration$88.3B0.1%Market share · rank #162
Fees received$15MMedian $105,330/planSum across Schedule C direct + indirect
Net wins YoY+210 won · 8 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 Income Research & Management plan look like?
Service mix · median fees per plan
Count of plans where Income Research & Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment managementCode 28 | 78 | $101,716 | |
Investment advisory (plan)Code 27 | 4 | $166,631 | |
Investment management fees paid directly by planCode 51 | 3 | $164,533 | |
Other services; Contract Administrator; Direct payment from the plan; Participant loan processing; Recordkeeping feesCode 13 | 2 | $124,691 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 2 | $160,142 | |
Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment advisory (plan)Code 15 | 1 | $44,393 | |
Custodial (other than securities); Investment management fees paid directly by planCode 18 | 1 | $70,161 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of Income Research & Management'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 Income Research & Management.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | SALARIES - MANAGEMENT | $6.6B |
THE WILLIAMS COMPANIES, INC.OK · 730569878-001 | Fidelity Employer Services Company | $1.4B |
CHRISTIAN SCHOOLS INTERNATIONALMI · 381565440-001 | SeyferthPR | $891M |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-004 | Morgan Lewis & Bockius LLP | $682M |
BOARD OF TRUSTEES OF PENSION FUND OF MAKEUP ARTISTS & HAIR STYLISTSCA · 136116950-001 | Zenith Administrative Services | $156M |
CRAVATH, SWAINE & MOORE LLPNY · 135015405-002 | First Manhattan Co. | $154M |
KING INDUSTRIES, INC.CT · 060796922-003 | (new plan) | $76M |
KEURIG DR PEPPER INC.TX · 980517725-001 | Investment Research & Management, Inc. | $74M |
COMPA INDUSTRIES, INC.NM · 330203447-001 | Nationwide | $12M |
Plans lost in 2024
Appeared last year under Income Research & Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | Northern Trust | $25.0B |
SABIC INNOVATIVE PLASTICS US LLCTX · 331169273-004 | Haynes & Boone LLP | $341M |
BOARD OF TRUSTEES NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERSOH · 346502487-001 | Novara Law Group PLLC | $229M |
SHPP US LLCTX · 834241533-004 | Haynes & Boone LLP | $91M |
TEMPEL STEEL COMPANY, LLCIL · 202122127-001 | BCG Pension Risk Consultants | $56M |
J. RAY MCDERMOTT HOLDINGS, LLCTX · 721280625-003 | (new plan) | $545,539 |
VALLEY MEDICAL FACILITIES, INC.PA · 251801532-001 | (new plan) | $128,948 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $575,522 | 10y | 1 |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $715,737 | 1y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $32,887 | 10y | - |
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | $5.4B | 45,574 | $293,940 | 10y | - |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | $4.6B | 121,234 | $536,716 | 10y | - |
EASTMAN KODAK COMPANYNY · 160417150-001 | $3.1B | 33,088 | $1M | 9y | - |
AMERICAN INTERNATIONAL GROUP, INC.NY · 132592361-002 | $3.1B | 39,221 | $388,592 | 7y | - |
PINNACLE WEST CAPITAL CORPORATIONAZ · 860512431-001 | $3.1B | 15,460 | $539,418 | 4y | - |
GLAXOSMITHKLINE LLCPA · 231099050-003 | $2.9B | 35,701 | $509,312 | 10y | - |
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | $1.9B | 11,372 | $103,740 | 10y | - |
Flag exposure
91.3%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 (51)
Raw Schedule C names collapsed into Income Research & Management.
- CUSHING CAPITAL PARTNER LLC
- CUSMANO & CO.
- CUSMANO & CO., P.C.
- CUSMANO AND COMPANY, P.C.
- CUSO FINANCIAL SERVICE
- CUSTARD INSURANCE ADJUSTERS, INC.
- CUSTOM BENEFIT OF HOUSTON
- CUSTOM PORTFOLIO GROUP LLC
- CUSTOM XM
- CUSTOS FIDUCIARY SERVICES
- CUT 20 LLC
- CUTHBERTSON & ASSOCIATES
- INCOME AND RESEARCH MANAGEMENT
- INCOME RESEARCH
- INCOME RESEARCH & MANAGE
- INCOME RESEARCH & MANAGEMENT
- INCOME RESEARCH & MANAGEMENT (IR+M
- INCOME RESEARCH & MANAGEMENT CO.
- INCOME RESEARCH & MANAGEMENT COLLEC
- INCOME RESEARCH & MANAGEMENT INC
- INCOME RESEARCH & MANAGEMENT INC.
- INCOME RESEARCH & MANAGEMENT, INC.
- INCOME RESEARCH & MANAGMENT
- INCOME RESEARCH & MGMT
- INCOME RESEARCH & MGMT INC
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 Income Research & Management'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 | 1 | 1.09% | 7.76% | -6.68 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 2.17% | 1.71% | +0.46 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 1.09% | 0.00% | +1.08 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Income Research & Management. 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 Income Research & Management'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 |
|---|---|---|
| Morgan Lewis & Bockius LLP | 5 | 5.4% |
| Slevin & Hart PC | 3 | 3.3% |
| Bredhoff & Kaiser PLLC | 2 | 2.2% |
| Ferraiuoli LLC | 2 | 2.2% |
| Harter Secrest & Emery LLP | 2 | 2.2% |
| Proskauer Rose LLP | 2 | 2.2% |
| Reinhart Boerner Van Deuren S.C. | 2 | 2.2% |
| Seyfarth Shaw LLP | 2 | 2.2% |
| Sidley Austin LLP | 2 | 2.2% |
| Snell & Wilmer LLP | 2 | 2.2% |
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).