J HERRLE
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-3 YoYRank #2250 of mapped providers
Assets under administration$3.8B0.0%Market share · rank #2227
Fees received$814,446Median $45,264/planSum across Schedule C direct + indirect
Net wins YoY-22 won · 4 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 J HERRLE plan look like?
Service mix · median fees per plan
Count of plans where J HERRLE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Insurance agents and brokersCode 22 | 2 | $23,281 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the planCode 13 | 1 | $716,425 | |
Insurance services; Direct payment from the planCode 23 | 1 | $51,460 |
Competitor overlap
Percent of J HERRLE'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 J HERRLE.
| Sponsor | From | Assets |
|---|---|---|
OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN, TRUSTEESOR · 936022791-001 | BOSTON PARTNERS | $193M |
BOARD OF TRUSTEES, EMPLOYER-INDUSTRIAL SHEET METALOR · 510171397-001 | BJORKLUND & MONTPLAISIR | $91M |
Plans lost in 2024
Appeared last year under J HERRLE; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEEES, IBEW LOCAL 332 PENSION PLAN PART BCA · 516105118-005 | MILLER KAPLAN ARASE LLP | $789M |
BOARD OF TRUSTEES, IBEW 332 PENSION PLAN - PART ACA · 942688032-004 | INVESTMENT PERFORMANCE SERVICES | $764M |
BOARD OF TRUSTEES IBU OF THE PACIFIC NATIONAL PENSION TRUSTOR · 930792184-001 | SMART SOURCE LLC | $266M |
BOARD OF TRUSTEES OF WESTERN GLAZIERS RETIREMENT PLANOR · 936074376-001 | THE BANK OF NEW YORK MELLON | $183M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OFOR · 936074829-001 | $2.5B | 32,974 | $716,425 | 9y | - |
BOARD OF TRUSTEES, OREGON RETAIL EMPLOYEES PENSIONOR · 936074377-001 | $1.1B | 56,361 | $39,068 | 10y | - |
OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN, TRUSTEESOR · 936022791-001 | $193M | 2,674 | $51,460 | 1y | - |
BOARD OF TRUSTEES, EMPLOYER-INDUSTRIAL SHEET METALOR · 510171397-001 | $91M | 1,845 | $7,493 | 1y | - |
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 (15)
Raw Schedule C names collapsed into J HERRLE.
- HERRLE & ASSOCIATES
- J H HERRLE & ASSOCIATES, INC.
- J HERRLE
- J.H. HERRLE
- J.H. HERRLE & ASSOCIATES
- J.H. HERRLE & ASSOCIATES, INC.
- JH HERRLE & ASSOC
- JH HERRLE & ASSOC. INSURANCE CO.
- JH HERRLE & ASSOCIATES
- JOSEPH H HERRLE & ASSOCIATES, INC.
- JOSEPH H. HERRLE & ASSOCIATES
- JOSEPH H. HERRLE & ASSOCIATES INS
- JOSEPH H. HERRLE & ASSOCIATES, INC
- JOSEPH HERRLE
- JOSEPH P. HERRLE & ASSOCIATES
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 J HERRLE'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 J HERRLE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent