BROOKFIELD
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+2 YoYRank #1501 of mapped providers
Assets under administration$24.7B0.0%Market share · rank #510
Fees received$2MMedian $202,228/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 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 BROOKFIELD plan look like?
Service mix · median fees per plan
Count of plans where BROOKFIELD ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 7 | $142,001 |
Competitor overlap
Percent of BROOKFIELD'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 BROOKFIELD.
| Sponsor | From | Assets |
|---|---|---|
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | TOWERBROOK INVESTORS III LP | $1.8B |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-005 | BRICKER GRAYDON LLP | $1.8B |
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLANNE · 476045942-001 | MILLIMAN, INC. | $93M |
Plans lost in 2024
Appeared last year under BROOKFIELD; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $1M | 6y | 1 |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $202,228 | 3y | - |
BOARD OF TRUSTEESNY · 131764242-001 | $2.6B | 56,488 | $0 | 2y | - |
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | $1.8B | 1,794 | $284,002 | 4y | - |
HANFORD PENSION & SAVINGS PLANS COMMITTEEWA · 900501441-003 | $1.2B | 7,714 | $28,085 | 3y | - |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-002 | $1.1B | 9,402 | $641,000 | 4y | - |
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLANNE · 476045942-001 | $96M | 863 | $50,099 | 2y | - |
Flag exposure
100.0%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 (12)
Raw Schedule C names collapsed into BROOKFIELD.
- BROOKFIELD
- BROOKFIELD AMERICAS INFRASTRUCTURE
- BROOKFIELD INFRASTRUCTURE FUND IV G
- BROOKFIELD INVESTMENT FUNDS
- BROOKFIELD PUBLIC SECURITIES
- BROOKFIELD PUBLIC SECURITIES GROUP
- BROOKFIELD STRAT REAL ESTATE PTNR
- BROOKFIELD STRATEGIC
- BROOKFIELD STRATEGIC REAL ESTATE
- BROOKFIELD SUPERCORE INFRASTRUCTURE
- BROOKFIELD US INC.
- BROOKFIELD USA 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 BROOKFIELD'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 | 0 | 0.00% | 1.71% | -1.71 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 | 1 | 14.29% | 0.00% | +14.28 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BROOKFIELD. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent