KOHLBERG & ASSOCIATES
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+3 YoYRank #2729 of mapped providers
Assets under administration$3.2B0.0%Market share · rank #2398
Fees received$433,880Median $104,514/planSum across Schedule C direct + indirect
Net wins YoY+34 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 KOHLBERG & ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where KOHLBERG & ASSOCIATES 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 | 4 | $104,514 |
Competitor overlap
Percent of KOHLBERG & ASSOCIATES'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 KOHLBERG & ASSOCIATES.
| Sponsor | From | Assets |
|---|---|---|
PIPELINE INDUSTRY PENSION FUNDOK · 736146433-001 | LIFELINE FIRE & SECURITY, INC. | $1.7B |
BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 PENSION FUNDMO · 436059213-001 | COMPUSYS OF UTAH, INC. | $1.0B |
BD TTEES SHEET METAL WORKERS' LOCAL 100 WASHINGTONOR · 526038495-001 | DBL EQUITY FUND - BAEF II LP | $370M |
IBEW LU 654 PENSION FUND TRUSTEESNJ · 236538183-001 | GOLDMAN SACHS | $152M |
Plans lost in 2024
Appeared last year under KOHLBERG & ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | BCP SPEC. OPPS. OFFSHORE FEEDER III | $1.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PIPELINE INDUSTRY PENSION FUNDOK · 736146433-001 | $1.7B | 7,849 | $140,696 | 1y | - |
BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 PENSION FUNDMO · 436059213-001 | $1.0B | 7,502 | $191,218 | 1y | - |
BD TTEES SHEET METAL WORKERS' LOCAL 100 WASHINGTONOR · 526038495-001 | $392M | 2,840 | $68,331 | 2y | - |
IBEW LU 654 PENSION FUND TRUSTEESNJ · 236538183-001 | $152M | 849 | $33,635 | 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 (9)
Raw Schedule C names collapsed into KOHLBERG & ASSOCIATES.
- KOHLBERG & ASSOCIATES
- KOHLBERG ASSOCIATES
- KOHLBERG INVESTORS
- KOHLBERG KRAVIS ROBERTS
- KOHLBERG KRAVIS ROBERTS & CO
- KOHLBERG KRAVIS ROBERTS & CO. L.P.
- KOHLBERG TE INVESTORS
- KOHLBERG TE INVESTORS IX, L.P.
- KOHLBERG, KRAVIS, ROBERTS & CO., LP
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 KOHLBERG & ASSOCIATES'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 KOHLBERG & ASSOCIATES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent