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PETER CHANG ENTERPRISES, INC.

33 known aliases resolved via the canonical alias map

Market position · 2024

Plans served11-5 YoYRank #1209 of mapped providers
Assets under administration$5.2B0.0%Market share · rank #1878
Fees received$594,597Median $17,013/planSum across Schedule C direct + indirect
Net wins YoY-51 won · 6 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 PETER CHANG ENTERPRISES, INC. plan look like?
Service mix · median fees per plan
Count of plans where PETER CHANG ENTERPRISES, INC. ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Employee (plan); Direct payment from the planCode 30
3$49,336
Direct payment from the plan; Contract AdministratorCode 13
2$82,148
Investment management; Investment advisory (plan); Other commissions; Investment management fees paid directly by plan; Investment advisory (participants)Code 26
2$8,507
Accounting (including auditing)Code 10
1$10,546
Consulting (pension)Code 17
1$21,942
Trustee (individual)Code 20
1$6,407
Other feesCode 99
1$0
Competitor overlap
Percent of PETER CHANG ENTERPRISES, INC.'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 PETER CHANG ENTERPRISES, INC..
SponsorFromAssets
ALLIED INDUSTRIES PENSION FUND LOCAL 427NY · 226195465-001
COHEN & STEERS$27M
Plans lost in 2024
Appeared last year under PETER CHANG ENTERPRISES, INC.; not this year.
SponsorToAssets
JEWISH UNITED FUND OF METROPOLITAN CHICAGOIL · 362167034-009
MIDWEST INSTITUTIONAL TRUST COMPANY$103M
C&F MORTGAGE CORPORATIONVA · 541773964-001
VOYA RETIREMENT INSURANCE & ANNUITY$24M
JEWISH UNITED FUND OF METROPOLITAN CHICAGOIL · 362167034-008
BAKER TILLY US, LLP$20M
MCLAREN HEALTH CARE CORPORATIONMI · 382397643-005
(new plan)$6M
MTS SERVICES, INC.NH · 042861100-001
(new plan)$6M
CUTCHINS PROGRAMS FOR CHILDREN AND FAMILIES, INC.MA · 042604427-001
GREAT-WEST LIFE & ANNUITY INSURANCE$4M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001
$2.1B11,263$292,16710y-
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-001
$1.5B25,602$49,3367y-
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-009
$806M8,238$32,8917y-
AMERICAN AXLE & MANUFACTURING, INC.MI · 383138388-001
$270M4,972$157,6885y-
PINEHURST MEDICAL CLINIC, INC.NC · 560942980-001
$153M1,220$03y-
JOINT BOARD OF TRUSTEES OF IBEW LOCAL 466 PENSIONWV · 550708649-001
$146M486$21,9429y-
MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC.OH · 311039177-001
$133M155$17,0138y-
BANNER SEVENTEEN, LLC DBA THE BOSTON CELTICSMA · 300136909-001
$58M246$10,5468y1
ALLIED INDUSTRIES PENSION FUND LOCAL 427NY · 226195465-001
$27M459$6,4071y-
SINGLESOURCE PROPERTY SOLUTIONS LLCPA · 475103354-001
$14M239$6,60710y-
Flag exposure
90.9%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 (33)
Raw Schedule C names collapsed into PETER CHANG ENTERPRISES, INC..
  • PETER A. NUSSBAUM
  • PETER BUSHLACK
  • PETER CHANG ENTERPRISES
  • PETER CHANG ENTERPRISES, INC.
  • PETER CHISWICK
  • PETER COUGHLANAMERICAN PENSION CORP
  • PETER CROSSON
  • PETER EMIGH
  • PETER GIALAMES ASSOCIATES
  • PETER GIALAMES ASSOCIATES INC.
  • PETER GIALAMES ASSOCIATES, INC
  • PETER GIALAMES ASSOCIATES, INC.
  • PETER GLASSMAN
  • PETER GULIA P.C.
  • PETER HANNA
  • PETER J. FITZPATRICK
  • PETER JOSSELYN
  • PETER L SMITH
  • PETER LEE HART
  • PETER MACHI
  • PETER MITCHELL
  • PETER NOVAK
  • PETER NUSSBAUM
  • PETER PRIEDE
  • PETER REDINGTON
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 PETER CHANG ENTERPRISES, INC.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions19.09%1.71%+7.38 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with PETER CHANG ENTERPRISES, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
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