PITNEY BOWES
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+2 YoYRank #1234 of mapped providers
Assets under administration$15.8B0.0%Market share · rank #838
Fees received$208,037Median $16,166/planSum across Schedule C direct + indirect
Net wins YoY+36 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 PITNEY BOWES plan look like?
Service mix · median fees per plan
Count of plans where PITNEY BOWES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 7 | $18,582 | |
Direct payment from the plan; Copying and duplicatingCode 36 | 2 | $11,479 | |
Other feesCode 99 | 1 | $34,640 |
Competitor overlap
Percent of PITNEY BOWES'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 PITNEY BOWES.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | FRONTIER CAPITAL MANAGEMENT | $2.9B |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLACA · 911160641-002 | CHERYL CRAGG | $708M |
BOARD OF TRUSTEES OF GRAPHIC ARTS INDUSTRY JOINT PENSION PLANVA · 521074215-001 | BENESYS, INC. | $576M |
BOARD OF TRUSTEES OF SMW LU NO. 28 PENSION FUNDNY · 112480671-001 | MILLIMAN, INC. | $364M |
BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUNDHI · 996024001-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $117M |
Plans lost in 2024
Appeared last year under PITNEY BOWES; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | VITECH SYSTEMS GROUP | $23.5B |
EXXON MOBIL CORPORATIONTX · 135409005-001 | ALIGHT SOLUTIONS LLC | $12.0B |
TRUSTEES OF MASSACHUSETTS SERVICE EMPLOYEES' PENSION PLANMA · 046344921-001 | PURCHASE POWER | $276M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $24,000 | 5y | - |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | $2.9B | 45,702 | $47,825 | 1y | - |
THE BOARD OF TRUSTEES AMERICAN MARITIME OFFICERS PENSION PLANFL · 131936709-001 | $731M | 4,494 | $18,582 | 2y | - |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLACA · 911160641-002 | $708M | 21,456 | $10,000 | 1y | 1 |
ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN BOARD OF TRUSTEESWI · 391291994-002 | $651M | 4,993 | $34,640 | 9y | - |
BOARD OF TRUSTEES OF GRAPHIC ARTS INDUSTRY JOINT PENSION PLANVA · 521074215-001 | $567M | 8,221 | $6,000 | 2y | - |
BOARD OF TRUSTEES OF U. A. LOCAL 38 TRUST FUNDSCA · 941285319-001 | $555M | 2,816 | $13,587 | 1y | - |
BOARD OF TRUSTEES OF SMW LU NO. 28 PENSION FUNDNY · 112480671-001 | $364M | 5,570 | $9,370 | 1y | - |
WAREHOUSE EMPLOYEES LOCAL NO. 570MD · 526048848-001 | $255M | 2,942 | $13,749 | 4y | - |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENT PLANCA · 916029051-001 | $0 | 0 | $30,284 | 10y | 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 (13)
Raw Schedule C names collapsed into PITNEY BOWES.
- PITNEY BOWES
- PITNEY BOWES BANK, INC
- PITNEY BOWES CREDIT CORP
- PITNEY BOWES GLOBAL
- PITNEY BOWES GLOBAL FINANCIAL
- PITNEY BOWES GLOBAL FINANCIAL SERVI
- PITNEY BOWES GLOBAL FINANCIAL SVCS
- PITNEY BOWES GLOBAL FINANCIAL SVCS,
- PITNEY BOWES INC
- PITNEY BOWES INC.
- PITNEY BOWES PURCHASE POWER
- PITNEY BOWES, INC.
- PITNEY HARDING
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 PITNEY BOWES'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 | 10.00% | 7.76% | +2.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 10.00% | 1.71% | +8.29 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 PITNEY BOWES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent