BARLOW COUGHRAN MORALES & JOSEPHSON
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served47+1 YoYRank #370 of mapped providers
Assets under administration$29.7B0.0%Market share · rank #453
Fees received$2MMedian $36,940/planSum across Schedule C direct + indirect
Net wins YoY+14 won · 3 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 BARLOW COUGHRAN MORALES & JOSEPHSON plan look like?
Service mix · median fees per plan
Count of plans where BARLOW COUGHRAN MORALES & JOSEPHSON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the plan; Other servicesCode 29 | 47 | $36,940 |
Competitor overlap
Percent of BARLOW COUGHRAN MORALES & JOSEPHSON'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 BARLOW COUGHRAN MORALES & JOSEPHSON.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OFOR · 936074829-001 | J HERRLE | $2.3B |
BOARD OF TRUSTEES, ALASKA LABORERS- EMPLOYERS RETIREMENT FUNDWA · 916028298-001 | IFM INVESTORS PTY LTD | $602M |
INTERMOUNTAIN RETAIL STORE EMPLOYEES PENSION PLAN BOARD OF TRUSTEESWA · 916187192-001 | ZENITH AMERICAN SOLUTIONS | $207M |
BOARD OF TRUSTEES OF THE MACHINISTS RETIREMENT AND SAVINGS PLANWA · 930396511-001 | HS MANAGEMENT PARTNERS, LLC | $107M |
Plans lost in 2024
Appeared last year under BARLOW COUGHRAN MORALES & JOSEPHSON; not this year.
| Sponsor | To | Assets |
|---|---|---|
DEFINED CONTRIB PL, AGC-IUOE LOCAL 701 PENSION TRUST FUND TRUSTEESWA · 936075580-002 | COUGHRAN & MORALES, P.S. | $143M |
BOARD OF TRUSTEES, MARINE CARPENTERS PENSION FUNDCA · 946272731-001 | SMART SOURCE LLC | $56M |
NORTHWEST EMPLOYEES RETIREMENT PLNWA · 916028574-001 | MMA SECURITIES LLC | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $122,823 | 6y | - |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | $2.6B | 116,515 | $74,846 | 6y | - |
BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OFOR · 936074829-001 | $2.5B | 32,974 | $5,757 | 2y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $151,247 | 5y | - |
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | $1.7B | 9,374 | $51,211 | 6y | - |
BOT, WESTERN WA LABORERS-EMPLOYERS PENSION TRUSTWA · 916022315-001 | $1.5B | 19,989 | $51,000 | 5y | - |
BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUSTWA · 916180333-001 | $1.3B | 8,704 | $101,785 | 7y | - |
BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO.OR · 936021114-001 | $1.3B | 6,486 | $56,994 | 6y | - |
BOT, WA STATE PLUMBING AND PIPEFITTING INDUSTRY PENSION PLANWA · 916029141-001 | $1.3B | 10,360 | $39,108 | 6y | - |
BOARD OF TRUSTEES, OREGON RETAIL EMPLOYEES PENSIONOR · 936074377-001 | $1.1B | 56,361 | $70,678 | 6y | - |
Flag exposure
93.6%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 (18)
Raw Schedule C names collapsed into BARLOW COUGHRAN MORALES & JOSEPHSON.
- BARLOW & COUGHRAN PS
- BARLOW & COUGHRAN, P.S.
- BARLOW & COUGHRAN, PS
- BARLOW COUGHRAN MORALES & JOSEPHON
- BARLOW COUGHRAN MORALES & JOSEPHSON
- BARLOW COUGHRAN MORALES & JOSEPSON
- BARLOW COUGHRAN MORALES JOSEPHSON
- BARLOW COUGHRAN, P.S.
- BARLOW COUGRAN MORALES & JOSEPHSON
- BARLOW COUGRAN MORALES JOSEPHSON
- BARLOW DOUGHRAN MORALES & JOSEPHSON
- BARLOW, COUGHRAN, MORALES & JOSEPHS
- BARLOW, COUGHRAN, MORALES JOSEPHSON
- BARLOW, COUGHRAN, MORALES, JOSEPHSO
- BARLOW,COUGHRAN,MORALES & JOSEPHSON
- BARLOW,COUGHRAN,MORALES&JOSEPHSON
- BARLOW,COUGHRAN,MORALES,& JOSEPHSON
- BARLOW,COUGHRAN,MORALES,JOSEHPSON
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 BARLOW COUGHRAN MORALES & JOSEPHSON'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 | 3 | 6.38% | 7.76% | -1.38 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 10.64% | 1.71% | +8.92 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 2.13% | 1.76% | +0.37 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 BARLOW COUGHRAN MORALES & JOSEPHSON. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).