MARY JURNEY
43 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15-3 YoYRank #928 of mapped providers
Assets under administration$22.9B0.0%Market share · rank #576
Fees received$710,678Median $42,082/planSum across Schedule C direct + indirect
Net wins YoY-31 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 MARY JURNEY plan look like?
Service mix · median fees per plan
Count of plans where MARY JURNEY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 11 | $48,420 | |
Employee (plan sponsor); Direct payment from the planCode 35 | 2 | $7,065 | |
Plan Administrator; Direct payment from the planCode 14 | 1 | $9,000 | |
Distribution (12b-1) feesCode 63 | 1 | $18,847 |
Competitor overlap
Percent of MARY JURNEY'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 MARY JURNEY.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PAPA · 251283169-001 | ABERDEEN ASSET MANAGEMENT, INC. | $297M |
Plans lost in 2024
Appeared last year under MARY JURNEY; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $49.7B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | THE RETIREMENT ADVANTAGE INC | $4.2B |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | LAURIE HAND | $2.0B |
TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUNDIN · 516051034-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $582M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $98,327 | 9y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $48,989 | 2y | - |
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | $2.8B | 60,684 | $86,853 | 5y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $41,731 | 3y | - |
BOARD OF TRUSTEES, NYSA-ILA PENSION TRUST FUND AND PLANNJ · 135652028-001 | $1.4B | 8,915 | $87,646 | 10y | - |
PAVERS & ROAD BUILDERS DC PENSIONNY · 131990171-074 | $776M | 3,945 | $126,662 | 3y | - |
BOARD OF TRUSTEES OF M.M.&P. INDIVIDUAL RETIREMENT ACCOUNT PLANMD · 133021839-001 | $523M | 4,737 | $6,590 | 10y | - |
TRUSTEES OF LOCAL UNION 786 IBT MATERIAL PENSIONIL · 516067400-001 | $376M | 3,039 | $48,420 | 9y | - |
BOARD OF TRUSTEES OF MASTERS, MATES & PILOTS PENSION PLANMD · 136372630-001 | $328M | 4,220 | $7,539 | 10y | - |
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PAPA · 251283169-001 | $297M | 2,936 | $10,852 | 1y | - |
Flag exposure
93.3%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 (43)
Raw Schedule C names collapsed into MARY JURNEY.
- MARY A CHAVEZ
- MARY ADAMS
- MARY ALDAY
- MARY ANN MCCARTHY
- MARY ANNE GERLACH
- MARY BETH BARRETT
- MARY BETH CYLIAX
- MARY BREWTON
- MARY BUSTAMONTE
- MARY C. JONIEC
- MARY CASTROVINCI
- MARY CERETTO
- MARY CHEN
- MARY CIMINO
- MARY DELANEY CERETTO
- MARY DOUGLAS
- MARY DUNPHY
- MARY DURICA
- MARY ELLEN BYRNE
- MARY FRANCES RIDGLEY
- MARY GILBRONSON
- MARY GORDON
- MARY GULBRONSON
- MARY HARRIS
- MARY HARWOOD
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 MARY JURNEY'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 | 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 MARY JURNEY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent