CITRIN COOPERMAN
30 known aliases resolved via the canonical alias map
Market position · 2024
Plans served90+38 YoYRank #219 of mapped providers
Assets under administration$85.9B0.1%Market share · rank #164
Fees received$2MMedian $20,820/planSum across Schedule C direct + indirect
Net wins YoY+3848 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 CITRIN COOPERMAN plan look like?
Service mix · median fees per plan
Count of plans where CITRIN COOPERMAN ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 80 | $20,161 | |
Other feesCode 99 | 6 | $19,663 | |
Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting feesCode 15 | 2 | $14,680 | |
Contract AdministratorCode 13 | 1 | $3,286 | |
Consulting (general)Code 16 | 1 | $21,000 |
Competitor overlap
Percent of CITRIN COOPERMAN'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 CITRIN COOPERMAN.
| Sponsor | From | Assets |
|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-041 | HERRONPALMER | $2.1B |
BOARD OF TRUSTEES U.F.C.W. LOCAL 1500 PENSION FUNDNY · 237176372-001 | BERDON LLP | $947M |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-045 | FIDELITY INVESTMENTS INSTITUTIONAL | $632M |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-040 | FIDELITY INVESTMENTS INSTITUTIONAL | $623M |
BOARD OF TRUSTEES LOCAL 1298 PENSION FUNDNY · 111970385-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $434M |
BOARD OF TRUSTEES LOCAL 138, 138A, 138B & 138C IUOE ANNUITY FUNDNY · 112653717-002 | BERDON LLP | $359M |
KELLER MANAGEMENT SERVICES, LLCMD · 521691496-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $312M |
BOARD OF TRUSTEES LOCAL 1298 ANNUITY FUNDNY · 112911064-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $269M |
FUJIFILM DIOSYNTH BIOTECHNOLOGIES U.S.A., INC.NY · 451177477-001 | GETTRY MARCUS CPA, P.C. | $250M |
BOARD OF TRUSTEES LOCAL 60 ANNUITY FUNDNY · 133344192-002 | GETTRY MARCUS CPA, P.C. | $200M |
Plans lost in 2024
Appeared last year under CITRIN COOPERMAN; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF LOCAL 1205 PENSION FUNDNY · 111880353-001 | PAIGE GOLDING | $243M |
TRIMARK ERF HOLDINGS, LLC.MA · 320240384-002 | CARON & BLETZER, PLLC | $221M |
VIRGIN ATLANTIC AIRWAYS, LTD.GA · 133213123-001 | 401K ADVISORS INC | $39M |
ACE ENDICO CORP.NY · 133116470-001 | CARON & BLETZER, PLLC | $27M |
CAPE COD ACADEMYMA · 042592472-001 | GLOBAL RETIREMENT PARTNERS LLC | $13M |
TUUCI, LLCFL · 650818852-001 | ASCENSUS LLC | $8M |
WELLER MANAGEMENTFL · 203621432-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-011 | $39.5B | 153,905 | $38,798 | 4y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $31,321 | 3y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007 | $8.4B | 60,528 | $20,161 | 3y | - |
LINCOLN NATIONAL CORPORATIONPA · 351140070-009 | $3.5B | 17,050 | $43,470 | 2y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-041 | $2.1B | 20,435 | $9,870 | 1y | - |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $67,521 | 10y | - |
GOODWIN PROCTER LLPMA · 041378465-001 | $985M | 3,131 | $18,900 | 6y | 3 |
BOARD OF TRUSTEES U.F.C.W. LOCAL 1500 PENSION FUNDNY · 237176372-001 | $947M | 31,393 | $41,413 | 1y | - |
LINCOLN NATIONAL CORPORATIONPA · 351140070-011 | $762M | 12,960 | $15,488 | 2y | - |
GRIFFON CORPORATIONNY · 111893410-005 | $650M | 6,323 | $27,250 | 3y | 1 |
Flag exposure
87.8%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 (30)
Raw Schedule C names collapsed into CITRIN COOPERMAN.
- CINTRIN COOPERMAN
- CITRI COPERMN
- CITRIN & COOPERMAN
- CITRIN COOPERMAN
- CITRIN COOPERMAN & CO
- CITRIN COOPERMAN & CO LLP
- CITRIN COOPERMAN & CO, LLP
- CITRIN COOPERMAN & CO. LLP
- CITRIN COOPERMAN & CO.,LLP
- CITRIN COOPERMAN & COMPA
- CITRIN COOPERMAN & COMPANY
- CITRIN COOPERMAN & COMPANY LLP
- CITRIN COOPERMAN & COMPANY, LL
- CITRIN COOPERMAN & COMPANY, LLC
- CITRIN COOPERMAN & COMPANY, LLP
- CITRIN COOPERMAN & COMPANY. LLP
- CITRIN COOPERMAN & COMPNAY, LLP
- CITRIN COOPERMAN ADVISORS LLC
- CITRIN COOPERMAN ADVISORS, LLC
- CITRIN COOPERMAN AND COMPANY
- CITRIN COOPERMAN AND COMPANY LL
- CITRIN COOPERMAN AND COMPANY LLP
- CITRIN COOPERMAN COMPANY LLP
- CITRIN COOPERMAN COMPANY, LLC
- CITRIN COPPERMAN & COMPANY LLP
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 CITRIN COOPERMAN'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 | 2.22% | 7.76% | -5.54 pp |
| Fidelity bond gap | 1 | 1.11% | 26.94% | -25.83 pp |
| Late contributions | 17 | 18.89% | 1.71% | +17.18 pp |
| Failed to provide benefit | 2 | 2.22% | 0.14% | +2.08 pp |
| Corrective distributions | 13 | 14.44% | 1.76% | +12.69 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 CITRIN COOPERMAN. 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).