DEARBORN PARTNERS
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-3 YoYRank #1290 of mapped providers
Assets under administration$10.5B0.0%Market share · rank #1156
Fees received$1MMedian $74,466/planSum across Schedule C direct + indirect
Net wins YoY-30 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 DEARBORN PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where DEARBORN PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 9 | $76,922 | |
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $19,724 |
Competitor overlap
Percent of DEARBORN PARTNERS'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 DEARBORN PARTNERS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under DEARBORN PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF THE NECA-IBEW LOCAL 176 PENSION TRUST FUNDIL · 362953263-001 | KEELEY-TETON ADVISORS, LLC | $616M |
TRUSTEES OF SOFT DRINK INDUSTRY PENSION FUNDIL · 366051352-001 | UNION BANK & TRUST COMPANY | $104M |
TRUSTEES OF THE LOCAL 734 PENSION FUNDIL · 516040136-001 | R CARROZZA PLUMBING CO., INC. | $98M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $247,138 | 10y | - |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | $2.0B | 18,016 | $202,719 | 8y | - |
COOLEY LLPCA · 941140085-001 | $1.3B | 4,094 | $19,724 | 2y | 1 |
BOARD OF TRUSTEES, INTERNATIONAL ASSOCIATION PENSION PLANIL · 526128563-002 | $401M | 2,450 | $207,045 | 7y | - |
BOARD OF TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTION PENSION PLANMN · 416046858-001 | $388M | 3,302 | $115,661 | 9y | - |
TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLANMN · 900585687-001 | $319M | 2,214 | $68,236 | 8y | - |
TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTIO WORKERS SUPPLEMENTAL PENSIONMN · 416046858-003 | $292M | 3,052 | $76,922 | 9y | - |
TRUSTEES OF PAINTERS AND ALLIED TRADES DC82 DEFINED CONTRIBUTION PENSIMN · 812748532-001 | $272M | 3,694 | $72,009 | 7y | - |
BRICKLAYERS UNION LOCAL NO 1 OF MISSOURI PENSION PLANMO · 516133505-001 | $130M | 1,630 | $65,748 | 6y | - |
BOARD OF TRUSTEES - MIDWEST PENSION PLANIL · 366512748-001 | $123M | 11,544 | $64,606 | 10y | - |
Flag exposure
90.0%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 (5)
Raw Schedule C names collapsed into DEARBORN PARTNERS.
- DEARBORN PARTNERS
- DEARBORN PARTNERS LLC
- DEARBORN PARTNERS, L.L.C
- DEARBORN PARTNERS, LLC
- DEARBORN PARTNERS, LLC.
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 DEARBORN PARTNERS'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 | 1 | 10.00% | 1.76% | +8.24 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 DEARBORN PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent