IRON MOUNTAIN
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served45+7 YoYRank #419 of mapped providers
Assets under administration$51.7B0.1%Market share · rank #310
Fees received$1MMedian $15,872/planSum across Schedule C direct + indirect
Net wins YoY+211 won · 9 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 IRON MOUNTAIN plan look like?
Service mix · median fees per plan
Count of plans where IRON MOUNTAIN ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the plan; Other feesCode 49 | 32 | $16,863 | |
Other feesCode 99 | 4 | $13,542 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 3 | $13,087 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $23,438 | |
Direct payment from the plan; Copying and duplicating; Other servicesCode 36 | 2 | $7,922 | |
Direct payment from the planCode 50 | 1 | $43,475 | |
Recordkeeping feesCode 64 | 1 | $28,337 |
Competitor overlap
Percent of IRON MOUNTAIN'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 IRON MOUNTAIN.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | LOWENSTEIN SANDLER LLP | $5.0B |
BOARD OF TRUSTEES OF SUPPLEMENTAL INCOME TRUST FUNDCA · 942554388-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $1.9B |
BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEESCA · 942995676-001 | WILLIAM BLAIR | $1.2B |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | INDEPENDENT FINANCIAL PARTNERS | $700M |
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K)CA · 953954078-002 | BENEFIT PROGRAMS ADMINISTRATION | $381M |
MEDIA GUILD RETIREMENT PLANCA · 946052176-001 | PACIFIC MEDIA WORKERS GUILD | $169M |
BOARD OF TRUSTEES, IRONWORKERS LOCAL #16 PENSION PLANWA · 526148924-001 | WELFARE & PENSION ADMIN SERVICE INC | $127M |
TRUSTEES OF IBEW LOCAL 531 & NECA PENSION PLANIN · 356068417-001 | THE SEGAL COMPANY | $120M |
JT. BOARD OF TRUSTEES - CMTA-GMPP & ALLIED WORKERS LOCAL 164B PENSIONCA · 946129501-001 | BENESYS, INC. | $112M |
BOARD OF TRUSTEES OF BUILDING MATL DRIVERS LOCAL 436 PENSION FUNDPA · 346665225-001 | LOCAL 436 HEALTH & WELFARE PLAN | $111M |
Plans lost in 2024
Appeared last year under IRON MOUNTAIN; not this year.
| Sponsor | To | Assets |
|---|---|---|
WELLS FARGO & COMPANYCA · 410449260-001 | PGIM INVESTMENTS | $8.8B |
LYONDELL CHEMICAL COMPANYTX · 954160558-012 | MORNEAU SHEPELL | $975M |
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 ANNUITY FUNDMA · 043002474-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $655M |
BOARD OF TRUSTEES - MARC PENSION PLANMD · 526051388-001 | EASTERN ATLANTIC STATES CARPENTERS | $557M |
MO-KAN TEAMSTERS PENSION FUNDMO · 436142288-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $213M |
BOARD OF TRUSTEE UNITE HERE! WORKERSMA · 454227067-026 | MEKETA INVESTMENT GROUP | $137M |
OHIO BRICKLAYERS PENSION PLANMI · 516029565-001 | BENDA, GRACE, STULZ & COMPANY, P.C. | $103M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $247,893 | 4y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $39,434 | 1y | - |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $22,520 | 3y | - |
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | $3.5B | 21,447 | $37,249 | 8y | - |
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEESMD · 141595069-001 | $3.3B | 29,607 | $16,770 | 2y | - |
TRUSTEES OF NYS TEAMSTERS CONFERENCENY · 166063585-074 | $2.8B | 32,657 | $19,284 | 4y | - |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | $2.6B | 116,515 | $29,216 | 7y | - |
BOARD OF TRUSTEES OF SUPPLEMENTAL INCOME TRUST FUNDCA · 942554388-002 | $1.9B | 40,848 | $11,862 | 2y | 1 |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | $1.6B | 12,741 | $48,447 | 10y | - |
BOT, WESTERN WA LABORERS-EMPLOYERS PENSION TRUSTWA · 916022315-001 | $1.5B | 19,989 | $9,036 | 6y | - |
Flag exposure
95.6%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 (14)
Raw Schedule C names collapsed into IRON MOUNTAIN.
- IRON MOUNTAIN
- IRON MOUNTAIN INC
- IRON MOUNTAIN INC.
- IRON MOUNTAIN INCORPORATED
- IRON MOUNTAIN INFORMATION
- IRON MOUNTAIN INFORMATION MGMT, INC
- IRON MOUNTAIN OFF-SITE DATA
- IRON MOUNTAIN RECORD MANAGEMENT
- IRON MOUNTAIN RECORDS MANAGEMENT
- IRON MOUNTAIN RECORDS MGMT
- IRON MOUNTAIN RECORDS MGMT INC.
- IRON MOUNTAIN, INC
- IRON MOUNTAIN, INC.
- IRON MOUNTAIN,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 IRON MOUNTAIN'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 | 3 | 6.67% | 1.71% | +4.95 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 IRON MOUNTAIN. 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).