CLEARY, JOSEM & TRIGIANI LLP
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served27+1 YoYRank #606 of mapped providers
Assets under administration$9.5B0.0%Market share · rank #1186
Fees received$1MMedian $30,844/planSum across Schedule C direct + indirect
Net wins YoY-12 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 CLEARY, JOSEM & TRIGIANI LLP plan look like?
Service mix · median fees per plan
Count of plans where CLEARY, JOSEM & TRIGIANI LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 27 | $30,844 |
Competitor overlap
Percent of CLEARY, JOSEM & TRIGIANI LLP'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 CLEARY, JOSEM & TRIGIANI LLP.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES ROOFERS LOCAL UNION 30MI · 236289069-001 | HOLROYD GELMAN, P.C. | $171M |
JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30MI · 232567112-001 | BENESYS, INC. | $112M |
Plans lost in 2024
Appeared last year under CLEARY, JOSEM & TRIGIANI LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERNATIONAL UNION OF OPERATING ENG. JT ANNUITY FD OF EASTERN PENNSYLPA · 232352166-002 | IUOE LOCAL 825 WELFARE FUND | $530M |
BOARD OF TRUSTEES TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLANPA · 237367250-003 | LOCAL 1102 RWDSU | $98M |
TROPICANA ATLANTIC CITY CORPNJ · 271472063-002 | MERCER | $26M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LOCAL UNION 98 I.B.E.W. - TRUSTEES PROFIT SHARING PLANPA · 232289872-002 | $1.3B | 4,631 | $73,614 | 10y | - |
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | $1.2B | 9,405 | $97,660 | 10y | - |
INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DEPA · 236405239-001 | $1.1B | 7,393 | $57,886 | 10y | - |
BD OF TEES OF STEAMFITTERS LU NO 420 SRPPA · 232495379-002 | $728M | 8,006 | $40,945 | 10y | - |
BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLANPA · 232004424-001 | $644M | 5,303 | $81,079 | 10y | - |
BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PLPA · 231990722-001 | $624M | 4,626 | $109,602 | 10y | - |
BOARD OF TRUSTEES - LEGACY PLAN OF THE UNITE HERE RETIREMENT FUNDNY · 820994119-001 | $609M | 87,313 | $165,591 | 7y | - |
BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUNDNY · 820994119-002 | $450M | 72,394 | $133,344 | 7y | - |
IRON WORKERS DISTRICT COUNCIL PHILA VICINITY RETIREMENT AND PENSIONNJ · 236529504-001 | $443M | 4,783 | $54,233 | 9y | - |
IRONWORKERS LOCAL 11 PENSION FUND BOARD OF TRUSTEESNJ · 226243387-001 | $398M | 3,371 | $43,740 | 10y | - |
Flag exposure
96.3%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 (25)
Raw Schedule C names collapsed into CLEARY, JOSEM & TRIGIANI LLP.
- CLEARY & JOSEM
- CLEARY & JOSEM & TRIGIANI LLP
- CLEARY & JOSEM LLP
- CLEARY & JOSEM, LLP
- CLEARY , JOSEM & TRIGIANI LLP
- CLEARY AND JOSEM
- CLEARY GOTTLIEB
- CLEARY GULL ADVISORS INC
- CLEARY JOSEM & TRIGIANI
- CLEARY JOSEM & TRIGIANI LLP
- CLEARY JOSEM AND TRIGIANNI LLP
- CLEARY JOSEM TRIGANNI LLP
- CLEARY JOSEY & TRIGIANI LLP
- CLEARY JOSOM TRIGIANI LLP
- CLEARY JOSON TRIGIANI LLP
- CLEARY, JOSEM & TRIGIANI
- CLEARY, JOSEM & TRIGIANI LLP
- CLEARY, JOSEM & TRIGIANI, LLP
- CLEARY, JOSEM AND TRIGIANI, LLP
- CLEARY, JOSEM, & TRIGIANI LLP
- CLEARY, JOSEM, & TRIGIANI, LLP
- CLEARY, JOSEM, & TRIGIANNI LLP
- CLEARY, JOSEM,& TRIGIANI LLP
- CLEARY, JOSOM TRIGIANI LLP
- CLEARY,JOSEM & TRIGIANI 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 CLEARY, JOSEM & TRIGIANI LLP'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 | 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 CLEARY, JOSEM & TRIGIANI LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).