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Panagora Asset Management

Matched across 13 name variants in the filings

Panagora Asset Management summary

Panagora Asset Management appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $10.2B in assets for 144,245 participants. The median client plan holds $445M. Most client plans are sponsored in OR, WA and AZ. The largest clients by plan assets are Bot, Western Wa Laborers-Employers Pension Trust, Board of Trustees, United Association Union Local No. and Board of Trustee, Oregon Retail Employees Pension. Plans reported $1.9M in direct and indirect compensation paid to Panagora Asset Management. The median is $87K per plan.

Participants
144,245
Median plan assets
$445M
Median plan participants
3,492
Median fees per plan
$87K
Schedule C direct + indirect

Top 18 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Bot, Western Wa Laborers-Employers Pension TrustWA$1.6B20,130
Board of Trustees, United Association Union Local No.OR$1.5B0
Board of Trustee, Oregon Retail Employees PensionOR$1.2B57,113
Northwest Ironworkers Retirement Plan Board of TrusteesWA$854M7,196
Board of Trustees of Pension Fund of Operating Engineers Local 513MO$811M5,456
Ironworkers District Council of the Paci Field Ironworkers Annuity TruWA$594M7,937
UFCW Union Local 919 & Contributing Empl PensionCT$512M13,057
Board of Trust of the Annuity FD of the Electrical Industry of LiNY$481M2,909
Board of Trustees of I.B.E.W. Local 25 401(k) FundNY$472M2,881
Board of Trustees Arizona Pipe Trades Pension PlanAZ$419M5,112
Board of Trustees I.B.E.W. Local 25 Pension FundNY$360M3,549
Arizona Operating Engineers Annuity PlanAZ$344M8,578
Board of Trustees, Alaska Plumbing & Pipefitting Industry Pension PlanOR$321M2,008
Board of Trustees of the I.B.E.W. Pacific Coast Pension FundWA$295M3,434
Board of Trustees, U.A. Local No. 447 Pension FundCA$274M2,019
Board of Trustees, Employer-Industrial Sheet MetalOR$98.7M1,472
Board of Trustees, IBEW Local 684 Pension TrustCA$80.2M773
Board of Trustees - Arizona Bricklayers Pension Trust FundAZ$35.5M621

Top client states

  • OR4 plans
  • WA4 plans
  • AZ3 plans
  • NY3 plans
  • CA2 plans

Frequently asked questions

Who uses Panagora Asset Management?
18 retirement plans list Panagora Asset Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bot, Western Wa Laborers-Employers Pension Trust, Board of Trustees, United Association Union Local No., Board of Trustee, Oregon Retail Employees Pension, Northwest Ironworkers Retirement Plan Board of Trustees and Board of Trustees of Pension Fund of Operating Engineers Local 513. Most client plans are sponsored in OR, WA and AZ.
How many plans does Panagora Asset Management serve?
Panagora Asset Management serves 18 retirement plans with $10.2B in plan assets and 144,245 participants, based on the latest Form 5500 filings through 2024.
What does Panagora Asset Management charge?
Plans reported $1.9M in total Schedule C compensation paid to Panagora Asset Management. The median plan paid $87K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served18-15 YoYRank #680 of mapped providers
Assets under administration$10.2B0.0%Rank #1107 by share of filed assets
Fees received$2MMedian $87,024/planSum across Schedule C direct + indirect
Net wins YoY-92 won - 11 lostPlan-level switch detection

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