ABATO, RUBENSTEIN & ABATO
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-1 YoYRank #926 of mapped providers
Assets under administration$5.8B0.0%Market share · rank #1719
Fees received$815,013Median $38,304/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 ABATO, RUBENSTEIN & ABATO plan look like?
Service mix · median fees per plan
Count of plans where ABATO, RUBENSTEIN & ABATO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 16 | $38,304 |
Competitor overlap
Percent of ABATO, RUBENSTEIN & ABATO'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 ABATO, RUBENSTEIN & ABATO.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under ABATO, RUBENSTEIN & ABATO; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $5,638 | 2y | 1 |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $81,094 | 9y | - |
JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355MD · 526043608-001 | $732M | 4,318 | $32,607 | 10y | - |
PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLANMD · 521190205-001 | $392M | 4,583 | $86,313 | 10y | 1 |
PLUMBERS AND STEAMFITTERS 486 PENSION FUND BOARD OF TRUSTEESMD · 526124449-001 | $382M | 3,602 | $93,759 | 9y | - |
MD ELECTRICAL INDUSTRY S&A FUNDWV · 521042609-001 | $329M | 3,376 | $79,743 | 10y | - |
MARYLAND ELECTRICAL IND PENSIONWV · 521057284-001 | $289M | 3,817 | $122,931 | 10y | - |
WAREHOUSE EMPLOYEES LOCAL NO. 570MD · 526048848-001 | $255M | 2,942 | $14,845 | 10y | - |
BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557MD · 526118055-001 | $213M | 1,980 | $133,275 | 10y | - |
BOARD OF TRUSTEES OF THE EASTERNMD · 520904953-001 | $166M | 704 | $44,000 | 10y | - |
Flag exposure
87.5%Market: 89.2%
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 (13)
Raw Schedule C names collapsed into ABATO, RUBENSTEIN & ABATO.
- ABATO, REBENSTEIN & ABATO, P.A.
- ABATO, RUBENSTAIN & ABATO, P.A.
- ABATO, RUBENSTEIN & ABATO
- ABATO, RUBENSTEIN & ABATO, P.A.
- ABATO, RUBENSTEIN & ABATO, P.C.
- ABATO, RUBENSTEIN & ABATO, PA
- ABATO, RUBENSTEIN AND ABATO P.A.
- ABATO, RUBENSTEIN AND ABATO PA
- ABATO, RUBENSTEIN AND ABATO, P.A.
- ABATO, RUBENSTEIN AND ABATO, PA
- ABATO, RUBENSTEIN AND ABATO,PA
- ABATO, RUBENSTEIN, & ABATO, P.A
- ABATO, RUBENSTEIN, & ABATO, P.A.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 ABATO, RUBENSTEIN & ABATO'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 6.25% | 26.94% | -20.69 pp |
| Late contributions | 1 | 6.25% | 1.71% | +4.54 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 | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ABATO, RUBENSTEIN & ABATO. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
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).