PBI
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16+9 YoYRank #974 of mapped providers
Assets under administration$5.8B0.0%Market share · rank #1734
Fees received$281,102Median $8,249/planSum across Schedule C direct + indirect
Net wins YoY+810 won · 2 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 PBI plan look like?
Service mix · median fees per plan
Count of plans where PBI ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other servicesCode 49 | 8 | $10,038 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 5 | $6,041 | |
Participant communicationCode 38 | 2 | $9,329 | |
Direct payment from the plan; Consulting (general)Code 16 | 1 | $7,603 |
Competitor overlap
Percent of PBI'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 PBI.
| Sponsor | From | Assets |
|---|---|---|
TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUNDNJ · 226063702-001 | MORGAN STANLEY SMITH BARNEY | $736M |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | INDEPENDENT FINANCIAL PARTNERS | $700M |
CARGILL, INCORPORATEDMN · 410177680-003 | NEWTON | $396M |
TUCKPOINTER LOCAL 52 PENSION PLANIL · 366122163-001 | SANDS CAPITAL MANAGEMENT, LLC | $384M |
BOARD OF TRUSTEES OF UNITED TEAMSTER PENSION FUND ANY · 135660513-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $343M |
BOARD OF TRUSTEES OF TWIN CITY HOSPITAL WORKERS PENSION PLANMN · 410973571-001 | WILSON-MCSHANE CORPORATION | $287M |
CARGILL MEAT SOLUTIONS CORPORATIONKS · 751449430-001 | CERBERUS | $120M |
BOARD OF TRUSTEES OF LOCAL 111 PENSION FUNDNY · 111955247-001 | UNITED TEAMSTER FUND | $74M |
TUALITY HEALTHCAREOR · 930430029-001 | COLDSTREAM WEALTH MANAGEMENT | $71M |
JOINT B. OF TRUSTEES OF LOCAL 522 PENSION FUND ROOFERS DIVISIONNY · 116158900-001 | CARY KANE LLP | $37M |
Plans lost in 2024
Appeared last year under PBI; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF PLUMBERS/STEAMFITTERS LOCAL 440 DEFINED CONT PENS FUNDIN · 352078254-001 | MARINER LLC | $144M |
BOARD OF TRUSTEES UNITE/HERE LOCAL 74 PENSION TRUST FUNDMO · 436101313-001 | MORIAH DOYEL | $41M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CARGILL, INCORPORATEDMN · 410177680-001 | $2.0B | 16,751 | $16,321 | 6y | - |
TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUNDNJ · 226063702-001 | $736M | 5,000 | $3,763 | 1y | - |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | $700M | 9,085 | $8,895 | 1y | - |
TUCKPOINTER LOCAL 52 PENSION PLANIL · 366122163-001 | $410M | 2,187 | $7,603 | 2y | - |
CARGILL, INCORPORATEDMN · 410177680-003 | $396M | 0 | $5,805 | 3y | 1 |
BOARD OF TRUSTEES OF UNITED TEAMSTER PENSION FUND ANY · 135660513-002 | $343M | 6,859 | $71,075 | 1y | - |
BOARD OF TRUSTEES OF TWIN CITY HOSPITAL WORKERS PENSION PLANMN · 410973571-001 | $287M | 13,288 | $6,110 | 1y | - |
AMERICAN AXLE & MANUFACTURING, INC.MI · 383138388-001 | $270M | 4,972 | $78,496 | 3y | - |
BOARD OF TRUSTEES OF UNITED FOOD & COMMERCIAL WKRS LOCAL 1546 PENSIONIL · 516049165-001 | $204M | 12,152 | $11,180 | 2y | - |
BOARD OF TRUSTEES OF LOCAL 522 PENSION FUNDNY · 116171611-001 | $123M | 2,458 | $19,950 | 1y | 1 |
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 (5)
Raw Schedule C names collapsed into PBI.
- PBI
- PBI PENSION BENEFIT INFORMATION LLC
- PBI RESEARCH
- PBI RESEARCH SERVICES
- PBI RESEARCH SERVICES LLP
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 PBI'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 | 2 | 12.50% | 7.76% | +4.74 pp |
| Fidelity bond gap | 1 | 6.25% | 26.94% | -20.69 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 PBI. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent