PIONEER
17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15-3 YoYRank #947 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3953
Fees received$448,002Median $0/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 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 PIONEER plan look like?
Service mix · median fees per plan
Count of plans where PIONEER ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 11 | $0 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 2 | $32,664 | |
Investment management fees paid directly by plan; Investment advisory (plan); Custodial (securities)Code 19 | 1 | $107,629 | |
Other feesCode 99 | 1 | $12,739 |
Competitor overlap
Percent of PIONEER'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 PIONEER.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under PIONEER; not this year.
| Sponsor | To | Assets |
|---|---|---|
DESERT SANDS PUBLIC CHARTER, INC.CA · 481272886-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $124M |
BLOWER-DEMPSAY CORPORATIONCA · 330208548-001 | DIMENSIONAL FUND ADVISORS | $21M |
SUMMIT CARE II, INC.FL · 593734290-001 | (new plan) | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUSTIA · 426086687-001 | $331M | 2,198 | $54,259 | 10y | - |
UNIFY INC.AZ · 262722137-001 | $212M | 984 | $208,048 | 5y | - |
IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEESNE · 476061061-001 | $210M | 2,671 | $107,629 | 10y | - |
BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUNDMI · 381659157-001 | $166M | 1,621 | $0 | 7y | - |
PIONEER METAL FINISHING, LLCWI · 391895600-001 | $39M | 942 | $12,739 | 4y | - |
ROSE COMPANIES EMPLOYER, LLCOH · 813982831-002 | $36M | 305 | $0 | 8y | 1 |
ECONOMIC MODELING, LLCID · 271605272-001 | $22M | 492 | $0 | 3y | 1 |
EYE CARE PHYSICIANS & SURGEONS, INCOR · 930611638-002 | $16M | 160 | $44,341 | 8y | 1 |
NITE IZE, INC.CO · 841105569-001 | $13M | 209 | $0 | 9y | - |
STRATA PRODUCTS WORLDWIDE LLCGA · 261736531-001 | $13M | 111 | $0 | 5y | 1 |
Flag exposure
93.3%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 PIONEER.
- AMUNDI PIONEER
- AMUNDI PIONEER INSTITUTIONAL ASSET
- PIONEER
- PIONEER BOND K
- PIONEER FUNDS
- PIONEER FUNDS DISTRIBUTIONS, INC.
- PIONEER FUNDS DISTRIBUTORS, INC
- PIONEER FUNDS DISTRIBUTORS, INC.
- PIONEER FUNDS PIONEER MLTI AST ULT
- PIONEER HOLDING CORP
- PIONEER INSTITUTIONAL ASSET MGMT
- PIONEER INVESTMENTS
- PIONEER METAL FINISHING LLC
- PIONEER MULTI SECTOR FIXED INCOME
- PIONEER TRUST BANK, N.A.
- PIONEER TRUST BANK, NA
- PRIONEER FUNDS PIONEER MLTI AST ULT
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 PIONEER'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 | 1 | 6.67% | 7.76% | -1.10 pp |
| Fidelity bond gap | 1 | 6.67% | 26.94% | -20.27 pp |
| Late contributions | 5 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 6.67% | 1.76% | +4.91 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 PIONEER. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent