CONGRESS ASSET MANAGEMENT
20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served27+1 YoYRank #593 of mapped providers
Assets under administration$28.8B0.0%Market share · rank #459
Fees received$3MMedian $77,231/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 CONGRESS ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where CONGRESS ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 23 | $78,335 | |
Investment advisory (plan)Code 27 | 2 | $28,669 | |
Shareholder servicing fees; Participant communicationCode 38 | 1 | $0 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 1 | $351,456 |
Competitor overlap
Percent of CONGRESS ASSET MANAGEMENT'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 CONGRESS ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
NORTHEAST DISTRICT COUNCIL OF THE OPCMIA ANNUITY FUNDNY · 133207195-002 | BOYD WATTERSON ASSET MANAGEMENT | $199M |
CEMENT MASONS LOCAL 780 PENSION FUNDNY · 131626710-001 | FITZSIMMONS ABRAMS, LLP | $176M |
Plans lost in 2024
Appeared last year under CONGRESS ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLANDC · 520812348-001 | LOOP CAPITAL ASSET MANAGEMENT | $1.5B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $89,903 | 10y | - |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $107,274 | 10y | - |
AMERIPRISE FINANCIAL, INC.MN · 133180631-001 | $3.6B | 12,302 | $525,017 | 6y | - |
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | $3.4B | 27,598 | $351,456 | 7y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $270,684 | 9y | - |
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIONY · 136817367-001 | $1.8B | 7,900 | $77,231 | 10y | - |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | $1.3B | 5,864 | $5,000 | 5y | - |
EXCAVATORS UNION LOCAL 731 ANNUITY BOARD OF TRUSTEESNY · 510136348-001 | $953M | 10,720 | $98,365 | 10y | - |
JOINT PENSION FUND LOCAL UNION 164 IBEWNJ · 226031199-001 | $599M | 4,105 | $318,471 | 10y | - |
PAMCAH-UA LOCAL 675 PENSION FUNDHI · 996024083-001 | $575M | 3,068 | $189,595 | 9y | - |
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 (20)
Raw Schedule C names collapsed into CONGRESS ASSET MANAGEMENT.
- CONGRESS ASSET CO
- CONGRESS ASSET MANAEMENT CO.
- CONGRESS ASSET MANAGEMENT
- CONGRESS ASSET MANAGEMENT CO
- CONGRESS ASSET MANAGEMENT CO.
- CONGRESS ASSET MANAGEMENT COMAPNY
- CONGRESS ASSET MANAGEMENT COMPANY
- CONGRESS ASSET MANAGEMENT COMPANY L
- CONGRESS ASSET MANAGEMENT, LLP
- CONGRESS ASSET MANAGMENT
- CONGRESS ASSET MANAGMENT CO.
- CONGRESS ASSET MANGEMENT
- CONGRESS ASSET MGMT
- CONGRESS ASSET MGMT CO.
- CONGRESS ASSET MGMT COMPANY
- CONGRESS ASSET MGMT COMPANY LLP
- CONGRESS ASSET MGMT. CO.
- CONGRESS SMALL
- CONGRESS SMALL CAP
- CONRESSS ASSET MANAGEMENT
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 CONGRESS ASSET MANAGEMENT'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 | 3.70% | 1.71% | +1.99 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 3.70% | 1.76% | +1.95 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 CONGRESS ASSET MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent