AMALGAMATED BANK
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served215+10 YoYRank #108 of mapped providers
Assets under administration$133.5B0.2%Market share · rank #101
Fees received$12MMedian $21,952/planSum across Schedule C direct + indirect
Net wins YoY+824 won · 16 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 AMALGAMATED BANK plan look like?
Service mix · median fees per plan
Count of plans where AMALGAMATED BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Other investment fees and expenses; Custodial (securities); Float revenueCode 19 | 145 | $22,685 | |
Other services; Investment management; Investment management fees paid directly by planCode 28 | 35 | $22,048 | |
Investment management fees paid indirectly by plan; Custodial (other than securities); Custodial (securities); Investment management fees paid directly by planCode 18 | 10 | $13,900 | |
Trustee (bank, trust company, or similar financial institution); Float revenueCode 21 | 5 | $9,278 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Float revenue; Investment managementCode 15 | 4 | $38,285 | |
Float revenue; Direct payment from the planCode 50 | 4 | $18,006 | |
Other services; Direct payment from the planCode 49 | 3 | $7,514 | |
Investment management fees paid directly by planCode 51 | 3 | $27,008 |
Competitor overlap
Percent of AMALGAMATED BANK'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 AMALGAMATED BANK.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597IL · 626105084-001 | COSTIN, HAMMEL & LEAKE L.L.C. | $3.0B |
TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597IL · 361820310-002 | BOND BROTHERS | $2.5B |
BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FDNY · 135629824-001 | AMALGAMATED | $745M |
BOARD OF TRUSTEES OF U.W.M. & M. PENSION FUNDNY · 136596940-001 | U.W.M.&M HEALTH & WELFARE FUND | $213M |
BOARD OF TRUSTEES HAGERSTOWN MOTOR CARRIERS ANDMD · 526045424-001 | WITHUMSMITH+BROWN, PC | $207M |
BD OF TRUSTEES-RETIREMENT PLAN OF THE UNITE HERE INT'L AND LOCALSNY · 863429387-001 | CHEIRON | $163M |
BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-002 | LIFESTATUS360, LLC | $162M |
TRUSTEES - IRON WORKERS MID-SOUTH PENSION FUNDTX · 726032179-001 | THE SEGAL COMPANY | $156M |
TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUNDNJ · 226255484-001 | THE BANK OF NEW YORK MELLON | $124M |
BOARD OF TRUSTEES - STAGEHANDS LOCAL TWOIL · 363248809-003 | MAURY KELLER, CPA | $105M |
Plans lost in 2024
Appeared last year under AMALGAMATED BANK; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE 32BJ SCHOOL WORKERS PENSION FUNDNY · 131957585-001 | POSTMASTER GENERAL | $515M |
BOARD OF TRUSTEES AGC-IUOE LOCAL OF AGC-IUOE LOCAL 701 PENSION TRUSWA · 936075580-001 | PLATFORM CPAS LLP | $342M |
BOARD OF TRUSTEES IBU OF THE PACIFIC NATIONAL PENSION TRUSTOR · 930792184-001 | SMART SOURCE LLC | $266M |
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | FEINBERG, DUMONT & BRENNAN | $250M |
BOARD OF TRUSTEES OF CERAMIC TILE AND TERRAZZO LOCAL 67 B.A.C ANNUITYIL · 363707316-001 | JAMES A. REICHERT | $157M |
IOWA IRONWORKERS HEAVY HIGHWAY DEFINED BENEFIT PENSION PLANIA · 421165917-001 | KUTAK ROCK LLP | $51M |
TEAMSTERS LOCAL 237 WELFARE FUNDNY · 132575626-001 | STEPTOE & JOHNSON LLP | $44M |
CONSUMER REPORTS, INC.NY · 131776434-001 | JPMORGAN INVEST HOLDINGS LLC | $34M |
BOARD OF TRUSTEES EXHIBITION EMPLOYEES LOCAL 829NJ · 132995659-001 | THE SEGAL COMPANY | $23M |
BOARD OF TRUSTEES OF ALLIED SECURITY PENSION FUNDNY · 112528660-001 | REYNOLDS CONSULTING SERVICES | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $167,606 | 6y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $84,277 | 10y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $779,241 | 10y | - |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $1M | 10y | - |
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | $5.4B | 45,574 | $551,210 | 10y | - |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $66,131 | 5y | - |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | $4.6B | 121,234 | $110,378 | 10y | - |
TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597IL · 626105084-001 | $3.0B | 14,689 | $2,533 | 7y | - |
BOARD OF TRUSTEESNY · 131764242-001 | $2.6B | 56,488 | $0 | 7y | - |
TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597IL · 361820310-002 | $2.5B | 11,439 | $9,704 | 6y | 2 |
Flag exposure
94.9%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 (21)
Raw Schedule C names collapsed into AMALGAMATED BANK.
- AMALAGAMATED BANK
- AMALGAMATED BANK
- AMALGAMATED BANK (CUSTODIAN)
- AMALGAMATED BANK (LONGVIEW)
- AMALGAMATED BANK - LONGVIEW
- AMALGAMATED BANK 13-4920330
- AMALGAMATED BANK OF CHICAGO
- AMALGAMATED BANK OF CHICAGO TRUST D
- AMALGAMATED BANK OF NEW YORK
- AMALGAMATED BANK OF NY
- AMALGAMATED BANK TRUST DEPT
- AMALGAMATED BANK/LONGVIEW MIDCAP
- AMALGAMTED BANK
- AMALGAMTED BANK OF CHICAGO
- AMALGATED BANK
- AMALGATRUST
- AMALGATRUST BANK OF CHICAGO
- AMALGATRUST CO.
- AMALGATRUST COMPANY, INC.
- AMALGMATED BANK
- AMLAGAMATED BANK
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 AMALGAMATED BANK'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 | 2 | 0.93% | 7.76% | -6.83 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 2.79% | 1.71% | +1.08 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 0.47% | 1.76% | -1.29 pp |
| Loss discovered | 2 | 0.93% | 0.00% | +0.93 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with AMALGAMATED BANK. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 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).