BOSTON TRUST WALDEN COMPANY
31 known aliases resolved via the canonical alias map
Market position · 2024
Plans served36+4 YoYRank #500 of mapped providers
Assets under administration$12.1B0.0%Market share · rank #1130
Fees received$6MMedian $47,263/planSum across Schedule C direct + indirect
Net wins YoY+12 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 BOSTON TRUST WALDEN COMPANY plan look like?
Service mix · median fees per plan
Count of plans where BOSTON TRUST WALDEN COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 24 | $47,263 | |
Trustee (discretionary); Custodial (securities); Trustee (directed); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment managementCode 19 | 9 | $101,365 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processingCode 12 | 1 | $19,273 | |
Trustee (directed); Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Trustee (discretionary); Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $286,530 | |
Investment management fees paid directly by planCode 51 | 1 | $41,438 |
Competitor overlap
Percent of BOSTON TRUST WALDEN COMPANY'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 BOSTON TRUST WALDEN COMPANY.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BOSTON TRUST WALDEN COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF IBEW LOCAL NO. 7 PENSION PLANCT · 042314259-001 | MORGAN STANLEY SMITH BARNEY | $67M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | $1.9B | 15,670 | $263,196 | 9y | - |
EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNIONDC · 812741678-001 | $1.2B | 7,935 | $286,530 | 9y | - |
PIPE & REFRIGERATION FITTERS LOCAL 537MA · 516030859-001 | $962M | 3,883 | $1M | 1y | - |
PUGET SOUND ENERGY, INC.WA · 910374630-001 | $830M | 5,133 | $377,229 | 2y | - |
JM FAMILY AUTOMOTIVE LLCFL · 591390794-002 | $828M | 7,558 | $182,202 | 10y | - |
PIPEFITTERS LOCAL UNION NO.537MA · 042760802-002 | $785M | 3,374 | $1M | 6y | - |
BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLANMO · 436058365-001 | $780M | 18,936 | $149,480 | 9y | - |
JOINT BOARD OF TRUSTEES OF DISTRICT 9 I.A.M & A.W. PENSION TRUSTMO · 510138317-001 | $749M | 13,905 | $157,507 | 6y | - |
BOARD OF TRUSTEES, MINNEAPOLIS RETAIL MEAT CUTTERSMN · 410905139-001 | $679M | 13,679 | $211,959 | 10y | - |
TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUNDIN · 516051034-001 | $639M | 6,610 | $169,123 | 10y | - |
Flag exposure
88.9%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 (31)
Raw Schedule C names collapsed into BOSTON TRUST WALDEN COMPANY.
- BOSTON AND TRUST INVESTMENT MGMT
- BOSTON TRUST & INV MGMT
- BOSTON TRUST & INV MGMT CO
- BOSTON TRUST & INV. MANAGEMENT CO.
- BOSTON TRUST & INV. MGMT CO.
- BOSTON TRUST & INV. MGMT. CO
- BOSTON TRUST & INV. MGMT. CO.
- BOSTON TRUST & INVESTMENT
- BOSTON TRUST & INVESTMENT CO.
- BOSTON TRUST & INVESTMENT COMPANY
- BOSTON TRUST & INVESTMENT MANAGEMEN
- BOSTON TRUST & INVESTMENT MGMT
- BOSTON TRUST & INVESTMENT MGMT CO
- BOSTON TRUST & INVESTMENT MGMT CO.
- BOSTON TRUST & INVESTMENT MGMT. CO.
- BOSTON TRUST & INVESTMENT MGT
- BOSTON TRUST & INVESTMENT MGT CO
- BOSTON TRUST & INVESTMENT MGT. CO
- BOSTON TRUST & IVESTMENT MGMT CO.
- BOSTON TRUST AND INV MGMT CO
- BOSTON TRUST AND INVESTMENT
- BOSTON TRUST AND INVESTMENT MGMT
- BOSTON TRUST AND INVESTMENT MGMT CO
- BOSTON TRUST COMPANY (TBCAM)
- BOSTON TRUST INVESTMENT , INC.
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 BOSTON TRUST WALDEN COMPANY'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 | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 2.78% | 1.71% | +1.06 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 2.78% | 1.76% | +1.02 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 BOSTON TRUST WALDEN COMPANY. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent