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New England Pension Consultants
Matched across 45 name variants in the filings
New England Pension Consultants summary
New England Pension Consultants appears on 32 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $23.1B in assets for 385,554 participants. The median client plan holds $234M. Most client plans are sponsored in NY, CA and MA. The largest clients by plan assets are National Grid USA Service Company, Inc., Board of Trustees, UFCW No. California Employers Joint Pension Plan and Southern California Pipe Trades Retirement Fund. Plans reported $5.8M in direct and indirect compensation paid to New England Pension Consultants. The median is $87K per plan.
- Participants
- 385,554
- Median plan assets
- $234M
- Median plan participants
- 2,053
- Median fees per plan
- $87K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- NYParticipants 25,177
- CAParticipants 136,045
- CAParticipants 15,745
- PAParticipants 19,152
- CAParticipants 3,418
- AZParticipants 52,226
- TNParticipants 7,820
- FLParticipants 7,242
- Abc, Inc.$876MPAParticipants 2,117
- NYParticipants 13,725
- CAParticipants 15,763
- NVParticipants 3,727
- NYParticipants 458
- CAParticipants 56,703
- NYParticipants 4,378
- NHParticipants 1,931
- MAParticipants 1,988
- MSParticipants 945
- NYParticipants 626
- NHParticipants 1,874
- GAParticipants 2,449
- MAParticipants 508
- MAParticipants 600
- NYParticipants 1,626
- Newport Group, Inc.$74.1MPAParticipants 3,491
Top client states
- NY10 plans
- CA5 plans
- MA5 plans
- PA3 plans
- NH2 plans
Frequently asked questions
- Who uses New England Pension Consultants?
- 32 retirement plans list New England Pension Consultants as a service provider on Schedule C of Form 5500. The largest clients by plan assets include National Grid USA Service Company, Inc., Board of Trustees, UFCW No. California Employers Joint Pension Plan, Southern California Pipe Trades Retirement Fund, W PA Teamsters & Employers Pension and Littler Mendelson, P.C.. Most client plans are sponsored in NY, CA and MA.
- How many plans does New England Pension Consultants serve?
- New England Pension Consultants serves 32 retirement plans with $23.1B in plan assets and 385,554 participants, based on the latest Form 5500 filings through 2024.
- What does New England Pension Consultants charge?
- Plans reported $5.8M in total Schedule C compensation paid to New England Pension Consultants. The median plan paid $87K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets