JOINT INDUSTRY BOARD
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #1883 of mapped providers
Assets under administration$17.0B0.0%Market share · rank #758
Fees received$15MMedian $2M/planSum across Schedule C direct + indirect
Net wins YoY-10 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 JOINT INDUSTRY BOARD plan look like?
Service mix · median fees per plan
Count of plans where JOINT INDUSTRY BOARD ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Direct payment from the planCode 14 | 5 | $2,537,079 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 1 | $85,782 |
Competitor overlap
Percent of JOINT INDUSTRY BOARD'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 JOINT INDUSTRY BOARD.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under JOINT INDUSTRY BOARD; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | $8.0B | 33,824 | $3M | 10y | 1 |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $7M | 9y | - |
BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRYNY · 136123600-003 | $2.2B | 40,310 | $4M | 9y | - |
BOARD OF TRUSTEES LOCAL 580 PENSION FUNDNY · 136178514-001 | $953M | 3,282 | $104,957 | 6y | - |
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | $663M | 3,081 | $85,782 | 6y | - |
JOINT PENSION COMM OF THE EES SEC FUND OF THE ELEC PROD INDNY · 136100907-001 | $155M | 6,883 | $1M | 10y | - |
Flag exposure
83.3%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 (4)
Raw Schedule C names collapsed into JOINT INDUSTRY BOARD.
- JOINT INDUSTRY BOARD
- JOINT MANAGED SERVICES ASSOCIATES
- JOINT MULTI SERVICE ASSOCIATES LTD
- JOINT MULTI SERVICES ASSOCIATES LTD
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 JOINT INDUSTRY BOARD'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 | 16.67% | 1.71% | +14.95 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 JOINT INDUSTRY BOARD. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent