PlanOptica
Try Pro free

Filings through .

Proskauer Rose LLP

Matched across 19 name variants in the filings

Proskauer Rose LLP summary

Proskauer Rose LLP appears on 102 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $223.2B in assets for 2,612,082 participants. The median client plan holds $430M. Most client plans are sponsored in NY, CA and MD. The largest clients by plan assets are Citigroup Inc., Board of Trustees of 1199SEIU Health Care Employees Pension Fund and Board of Trustees of the I.A.M. National Pension Fund. Plans reported $15.3M in direct and indirect compensation paid to Proskauer Rose LLP. The median is $82K per plan.

Participants
2,612,082
Median plan assets
$430M
Median plan participants
4,494
Median fees per plan
$82K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Citigroup Inc., plan 004CT$26.9B117,332
Board of Trustees of 1199SEIU Health Care Employees Pension FundNY$19.0B301,189
Board of Trustees of the I.A.M. National Pension FundDC$16.0B307,518
McKinsey & Company, Inc.NY$10.9B35,552
The Mount Sinai HospitalNY$10.9B69,734
ADP Totalsource Group, Inc.FL$10.7B339,248
Citigroup Inc., plan 020CT$10.0B114,287
Shell USA, Inc.TX$9.9B31,221
Textron Inc., plan 030RI$6.8B35,189
Board of Trustees-New York State Nurses Association Pension PlanNY$6.6B47,291
Board of Trustees Screen Actors Guild - ProducersCA$6.1B65,754
Textron Inc., plan 076RI$5.9B48,782
BD of Tr of the Pension, Hosp & Benefit PL of the Elec Ind-PensionNY$5.3B40,749
Board of Directors Producer-Writers Guild of America Pension PlanCA$5.2B20,255
Relx Inc.NY$4.8B20,442
Board of Trustees of the Building Service 32BJ Pension FundNY$4.6B121,234
Lumen Technologies, Inc.LA$4.6B34,262
Excavators Union Pension Fund LocaNY$3.4B12,168
Board of Trustees of the American Federation of Musicians and EmployeNY$3.3B52,901
Board of Trustees, Aftra Retirement PlanNY$3.1B45,462
Board of Trustees, Directors Guild of America-CA$2.7B14,602
BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. PlanGA$2.7B12,399
Board of Trustees of the Building Service 32BJ SupplementalNY$2.6B122,833
Textron Inc., plan 006RI$2.5B11,295
Board of Trustees, Directors Guild of America -CA$2.5B25,567

Top client states

  • NY77 plans
  • CA8 plans
  • MD3 plans
  • RI3 plans
  • CT2 plans

Frequently asked questions

Who uses Proskauer Rose LLP?
102 retirement plans list Proskauer Rose LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Citigroup Inc., Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Board of Trustees of the I.A.M. National Pension Fund, McKinsey & Company, Inc. and The Mount Sinai Hospital. Most client plans are sponsored in NY, CA and MD.
How many plans does Proskauer Rose LLP serve?
Proskauer Rose LLP serves 102 retirement plans with $223.2B in plan assets and 2,612,082 participants, based on the latest Form 5500 filings through 2024.
What does Proskauer Rose LLP charge?
Plans reported $15.3M in total Schedule C compensation paid to Proskauer Rose LLP. The median plan paid $82K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served102-10 YoYRank #186 of mapped providers
Assets under administration$223.2B0.3%Rank #60 by share of filed assets
Fees received$15MMedian $82,144/planSum across Schedule C direct + indirect
Net wins YoY-116 won - 17 lostPlan-level switch detection

See full Proskauer Rose LLP 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
Try Pro freeSee pricing