BLACKSTONE
135 known aliases resolved via the canonical alias map
Market position · 2024
Plans served52+4 YoYRank #371 of mapped providers
Assets under administration$157.7B0.2%Market share · rank #91
Fees received$76MMedian $169,733/planSum across Schedule C direct + indirect
Net wins YoY-19 won · 10 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 BLACKSTONE plan look like?
Service mix · median fees per plan
Count of plans where BLACKSTONE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Other feesCode 28 | 41 | $169,733 | |
Other fees; Investment management fees paid directly by planCode 51 | 4 | $32,706 | |
Investment management; Custodial (securities)Code 19 | 3 | $56,835 | |
Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $335,694 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $624,131 | |
Direct payment from the plan; Other fees; Investment management fees paid directly by planCode 50 | 1 | $70,068 | |
Investment management fees paid indirectly by planCode 52 | 1 | $11,128,519 |
Competitor overlap
Percent of BLACKSTONE'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 BLACKSTONE.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDMI · 356060378-001 | MORGAN STANLEY SMITH BARNEY | $1.3B |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | SOUTHERN BENEFIT ADMINISTRATORS | $1.2B |
LABORERS DISTRICT COUNCIL OF W PA PENSION FUND BOARD OF TRUSTEESPA · 256135576-001 | COWDEN ASSOCIATES, INC. | $948M |
I.U.O.E. LOCAL 132 PENSION FUNDWV · 556015364-001 | TA REALTY | $548M |
ENGINEERS AGC PENSIONWA · 916070237-001 | FIERA CAPITAL | $215M |
IBEW LU 654 PENSION FUND TRUSTEESNJ · 236538183-001 | GOLDMAN SACHS | $152M |
INDUSTRIAL EMPLOYERS & DISTRIBUTORS ASSOCIATIONCA · 940294755-002 | IEDA, INC | $106M |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | THE GLENMEDE TRUST COMPANY, N.A. | $101M |
STEWART & TATE, INC.PA · 231624612-002 | THE GLENMEDE TRUST COMPANY, N.A. | $28M |
Plans lost in 2024
Appeared last year under BLACKSTONE; not this year.
| Sponsor | To | Assets |
|---|---|---|
NEXTERA ENERGY, INC.FL · 592449419-001 | ICG SECONDARIES FUND I LP | $5.1B |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | BLUE CHIP RETIREMENT PLANS, INC. | $4.8B |
UNITED BENEFITS GROUPMO · 010689331-001 | BLACKROCK | $3.4B |
UNITED BROTHERHOOD OF CARPENTERS LABOR-MGMT PF TRUSTEETN · 516091982-001 | SOUTHERN BENEFIT ADMINISTRATORS | $777M |
BD TTEES SHEET METAL WORKERS' LOCAL 100 WASHINGTONOR · 526038495-001 | KOHLBERG & ASSOCIATES | $348M |
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | FEINBERG, DUMONT & BRENNAN | $250M |
BOT SHEET METAL WORKERS LOCAL UNION NO.17 SUPPLEMENTAL PENSION FUNDMA · 200845880-001 | COMERICA BANK | $144M |
BOARD OF TRUSTEES - H.F.I.A.W. LOCAL NO.32 PENSION TRUST FUNDNJ · 221715513-001 | BASIL CASTROVINCI ASSOCIATES INC | $85M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $47M | 6y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $6M | 6y | - |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $3M | 9y | - |
SHELL USA, INC.TX · 131299890-001 | $9.7B | 31,775 | $186,348 | 6y | - |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $2M | 10y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $0 | 10y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $652,555 | 1y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $15,000 | 10y | - |
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | $3.0B | 15,292 | $2M | 4y | - |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | $3.0B | 8,907 | $450,000 | 3y | - |
Flag exposure
96.2%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 (135)
Raw Schedule C names collapsed into BLACKSTONE.
- BLACKSTONE
- BLACKSTONE ADVISORY PARTNERS L.P.
- BLACKSTONE ALT ASSET MGMT
- BLACKSTONE ALT ASSET MGMT LP
- BLACKSTONE ALT ASSET MGMT, LP
- BLACKSTONE ALT CREDIT ADVISORS LP
- BLACKSTONE ALT INV ADV LLC
- BLACKSTONE ALT INVEST ADV LLC
- BLACKSTONE ALT INVESTMENT ADVISORS
- BLACKSTONE ALTERN ASSET MGMT LP
- BLACKSTONE ALTERNATIVE
- BLACKSTONE ALTERNATIVE ASSET
- BLACKSTONE ALTERNATIVE ASSET M
- BLACKSTONE ALTERNATIVE ASSET MANAGE
- BLACKSTONE ALTERNATIVE ASSET MGMT
- BLACKSTONE ALTERNATIVE ASSET MGT
- BLACKSTONE ALTERNATIVE ASSET MGT LP
- BLACKSTONE ALTERNATIVE ASSET MNGMT
- BLACKSTONE ALTERNATIVE CREDIT ADVIS
- BLACKSTONE ALTERNATIVE INV ADVISORS
- BLACKSTONE ALTERNATIVE INVESTMENT A
- BLACKSTONE CAPITAL PARTNERS
- BLACKSTONE CAPITAL PARTNERS VII LP
- BLACKSTONE ENERGY MANAGEMENT ASSOCI
- BLACKSTONE ENERGY MGMT ASSOC II LLC
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 BLACKSTONE'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 | 5.77% | 7.76% | -1.99 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 3.85% | 1.76% | +2.09 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 BLACKSTONE. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent