NEW ENGLAND PENSION CONSULTANTS
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served27-16 YoYRank #554 of mapped providers
Assets under administration$20.1B0.0%Market share · rank #654
Fees received$5MMedian $120,464/planSum across Schedule C direct + indirect
Net wins YoY-143 won · 17 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 NEW ENGLAND PENSION CONSULTANTS plan look like?
Service mix · median fees per plan
Count of plans where NEW ENGLAND PENSION CONSULTANTS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 13 | $76,794 | |
Investment management fees paid directly by plan; Investment advisory (plan); Direct payment from the plan; Consulting (pension)Code 17 | 5 | $120,464 | |
Investment management; Investment management fees paid directly by planCode 28 | 5 | $123,116 | |
Consulting (general)Code 16 | 2 | $185,132 | |
Legal; Direct payment from the planCode 29 | 1 | $9,985 | |
Direct payment from the plan; Investment management fees paid directly by planCode 50 | 1 | $193,230 |
Competitor overlap
Percent of NEW ENGLAND PENSION CONSULTANTS'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 NEW ENGLAND PENSION CONSULTANTS.
| Sponsor | From | Assets |
|---|---|---|
MCKEE FOODS CORPORATIONTN · 620450611-001 | CHARLES SCHWAB & CO., INC. | $1.0B |
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANYMS · 640283583-001 | WILLIS TOWERS WATSON US LLC | $230M |
Plans lost in 2024
Appeared last year under NEW ENGLAND PENSION CONSULTANTS; not this year.
| Sponsor | To | Assets |
|---|---|---|
CONSUMERS ENERGY COMPANYMI · 380442310-004 | PIMCO FUNDS | $2.0B |
CONSUMERS ENERGY COMPANYMI · 380442310-001 | PIMCO FUNDS | $1.4B |
DEFINED CONTRIB PL, AGC-IUOE LOCAL 701 PENSION TRUST FUND TRUSTEESWA · 936075580-002 | COUGHRAN & MORALES, P.S. | $143M |
THE PROVIDENCE COMMUNITY HEALTH CENRI · 050368134-001 | FINANCIAL ENGINES | $91M |
DIMEO CONSTRUCTION COMPANYRI · 050394406-002 | FINANCIAL ENGINES | $88M |
HEALTHCARE SOUTH P.C.MA · 043283986-001 | FINANCIAL ENGINES | $66M |
TASCA AUTOMOTIVE GROUP, INCRI · 042751276-002 | FINANCIAL ENGINES | $60M |
ARDEN BUILDING COMPANIES, LLCRI · 205126747-001 | FINANCIAL ENGINES | $32M |
GEM PLUMBING AND HEATING CO., INC.RI · 050400832-002 | FINANCIAL ENGINES | $26M |
STERLING CORPORATIONMA · 042890273-001 | FINANCIAL ENGINES | $17M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-007 | $6.4B | 24,480 | $179,582 | 9y | 1 |
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | $2.9B | 130,691 | $715,582 | 10y | - |
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | $1.6B | 19,523 | $212,824 | 9y | - |
SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUNDCA · 516108443-001 | $1.6B | 15,360 | $1M | 10y | - |
MCKEE FOODS CORPORATIONTN · 620450611-001 | $1.1B | 7,820 | $147,900 | 2y | - |
BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCWAZ · 846277982-001 | $1.0B | 55,607 | $646,212 | 10y | - |
ABC, INC.NY · 141284013-012 | $847M | 2,208 | $333,638 | 10y | - |
JM FAMILY AUTOMOTIVE LLCFL · 591390794-002 | $828M | 7,558 | $114,716 | 10y | - |
BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLANNY · 133628926-001 | $613M | 13,994 | $125,000 | 2y | - |
JOINT GOV. COMM. PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 525NV · 886003864-001 | $455M | 3,727 | $76,794 | 10y | - |
Flag exposure
88.9%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 (25)
Raw Schedule C names collapsed into NEW ENGLAND PENSION CONSULTANTS.
- NEW ENGLAND
- NEW ENGLAND CARPENTERS PENSION PLAN
- NEW ENGLAND CONSULTANT
- NEW ENGLAND CONSULTANTS
- NEW ENGLAND INVEST & RETIREMENT GRP
- NEW ENGLAND LIFE INSURANCE
- NEW ENGLAND LIFE INSURANCE COMPANY
- NEW ENGLAND PENSION CONSULANTS
- NEW ENGLAND PENSION CONSULT
- NEW ENGLAND PENSION CONSULTANT
- NEW ENGLAND PENSION CONSULTANT, LLC
- NEW ENGLAND PENSION CONSULTANTS
- NEW ENGLAND PENSION CONSULTANTS INC
- NEW ENGLAND PENSION CONSULTANTS LLC
- NEW ENGLAND PENSION CONSULTANTS,INC
- NEW ENGLAND PENSION CONSULTANTS,LLC
- NEW ENGLAND PENSION CONSULTING
- NEW ENGLAND PENSION CONSUTANTS
- NEW ENGLAND PENSION PLAN SYSTEMS
- NEW ENGLAND PENSION PLAN SYSTEMS, L
- NEW ENGLAND PENSION PLAN SYSTEMS,L
- NEW ENGLAND PRIVATE WEALTH
- NEW ENGLAND RET. CONSULTANTS, INC.
- NEW ENGLAND WEALTH ADVISORS
- NPEC, LLC
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 NEW ENGLAND PENSION CONSULTANTS'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 | 3.70% | 1.71% | +1.99 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 3.70% | 1.76% | +1.95 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 NEW ENGLAND PENSION CONSULTANTS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).