MOONEY, GREEN, SAINDON, MURPHY & WE
17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19-1 YoYRank #743 of mapped providers
Assets under administration$17.8B0.0%Market share · rank #729
Fees received$2MMedian $28,868/planSum across Schedule C direct + indirect
Net wins YoY+01 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 MOONEY, GREEN, SAINDON, MURPHY & WE plan look like?
Service mix · median fees per plan
Count of plans where MOONEY, GREEN, SAINDON, MURPHY & WE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Other feesCode 29 | 18 | $43,190 | |
Direct payment from the planCode 50 | 1 | $17,680 |
Competitor overlap
Percent of MOONEY, GREEN, SAINDON, MURPHY & WE'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 MOONEY, GREEN, SAINDON, MURPHY & WE.
| Sponsor | From | Assets |
|---|---|---|
INTERNATIONAL ASSOCIATION OF SHEET METAL AIR, RAIL AND TRANSPORTATIONVA · 526061995-001 | MONDRIAN INVESTMENT GROUP | $126M |
Plans lost in 2024
Appeared last year under MOONEY, GREEN, SAINDON, MURPHY & WE; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF BAKERY AND SALES DRIVERS' LOCAL 33 PART PEN FNJ · 376561427-001 | BEACON POINTE ADVISORS LLC | $204,117 |
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 | $349,862 | 8y | - |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $308,927 | 10y | - |
BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLANDC · 520812348-001 | $1.6B | 17,491 | $22,195 | 10y | - |
BOARD OF TRUSTEES OF GC-NPFIL · 526118568-001 | $1.5B | 26,608 | $141,178 | 10y | - |
THE NATIONAL EDUCATION ASSOCIATIONDC · 530115260-333 | $910M | 2,972 | $76,453 | 10y | 1 |
TRUSTEES OF THE MEMBERS RETIREMENT PLANIL · 362164320-001 | $699M | 31,309 | $167,238 | 6y | 1 |
BOARD OF TRUSTEES OF GRAPHIC ARTS INDUSTRY JOINT PENSION PLANVA · 521074215-001 | $567M | 8,221 | $115,180 | 10y | - |
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUNDVA · 874825609-333 | $397M | 3,053 | $108,969 | 4y | - |
SERVICE EMPLOYEES INTL UNIONDC · 360852885-001 | $371M | 4,654 | $24,000 | 10y | - |
BOARD OF TRUSTEES HAGERSTOWN MOTOR CARRIERS ANDMD · 526045424-001 | $223M | 1,522 | $57,511 | 10y | - |
Flag exposure
94.7%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 (17)
Raw Schedule C names collapsed into MOONEY, GREEN, SAINDON, MURPHY & WE.
- MOONEY GREEN BAKER AND SAINDON
- MOONEY GREEN SAIDON MURPHY & WELCH
- MOONEY GREEN SAINDON MURPHY & WELCH
- MOONEY, GREEN SAINDON, MURPHY
- MOONEY, GREEN, & SAINDON,MUR
- MOONEY, GREEN, BAKER & SAIDON PC
- MOONEY, GREEN, BAKER & SAINDON
- MOONEY, GREEN, BAKER & SAINDON, MUR
- MOONEY, GREEN, BAKER, & SAINDON,MUR
- MOONEY, GREEN, SAINDON ET AL
- MOONEY, GREEN, SAINDON, MURPHY
- MOONEY, GREEN, SAINDON, MURPHY & WE
- MOONEY, GREEN, SAINDON, MURPHY AND
- MOONEY, GREEN, SAINDON, MURPHY, &WE
- MOONEY, GREEN, SAINDON, MURPHY,WELC
- MOONEY,GREEN,SAINDON,MURPHY & WELCH
- MOONEY,GREEN,SAINDON,MURPHY &WELCH
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 MOONEY, GREEN, SAINDON, MURPHY & WE'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 | 15.79% | 1.71% | +14.08 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 5.26% | 1.76% | +3.50 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 MOONEY, GREEN, SAINDON, MURPHY & WE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent