PHILADELPHIA TRUST COMPANY
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2211 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3744
Fees received$104,293Median $17,022/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 PHILADELPHIA TRUST COMPANY plan look like?
Service mix · median fees per plan
Count of plans where PHILADELPHIA TRUST COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 4 | $22,332 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 1 | $17,022 |
Competitor overlap
Percent of PHILADELPHIA TRUST COMPANY'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 PHILADELPHIA TRUST COMPANY.
| Sponsor | From | Assets |
|---|---|---|
THE JEWISH FEDERATIONS OF NORTH AMERICANY · 131624240-001 | MASSA & ASSOCIATES, INC. | $19M |
Plans lost in 2024
Appeared last year under PHILADELPHIA TRUST COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
INDEPENDENCE BLUE CROSS, LLCPA · 463867722-001 | US BANK | $705M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUNDPA · 256032401-001 | $479M | 3,234 | $29,431 | 10y | - |
IRON WORKERS DISTRICT COUNCIL PHILA VICINITY RETIREMENT AND PENSIONNJ · 236529504-001 | $443M | 4,783 | $15,233 | 9y | - |
PLUMBERS LOCAL 9 PENSION FUNDNJ · 510219541-001 | $308M | 1,867 | $33,407 | 10y | - |
LOCAL 837 PENSION PLAN BOARD OF TRUSTEESPA · 236527213-001 | $21M | 1,298 | $17,022 | 10y | - |
THE JEWISH FEDERATIONS OF NORTH AMERICANY · 131624240-001 | $20M | 243 | $9,200 | 2y | - |
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 (9)
Raw Schedule C names collapsed into PHILADELPHIA TRUST COMPANY.
- PHILADELPHIA INSURANCE CO
- PHILADELPHIA TRUST
- PHILADELPHIA TRUST CO
- PHILADELPHIA TRUST COMPANY
- PHILADELPHIA TRUST, CO.
- THE PHILADELPHIA GROUP
- THE PHILADELPHIA TRUST CO
- THE PHILADELPHIA TRUST CO.
- THE PHILADELPHIA TRUST COMPANY
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 PHILADELPHIA TRUST COMPANY'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 | 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 PHILADELPHIA TRUST COMPANY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent