RICHARD J. WOLF & COMPANY
103 known aliases resolved via the canonical alias map
Market position · 2024
Plans served33+1 YoYRank #485 of mapped providers
Assets under administration$21.3B0.0%Market share · rank #606
Fees received$1MMedian $12,758/planSum across Schedule C direct + indirect
Net wins YoY+26 won · 4 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 RICHARD J. WOLF & COMPANY plan look like?
Service mix · median fees per plan
Count of plans where RICHARD J. WOLF & COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 11 | $11,489 | |
Employee (plan); Direct payment from the planCode 30 | 9 | $56,470 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 4 | $9,268 | |
Trustee (individual)Code 20 | 2 | $6,600 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 2 | $18,259 | |
Insurance brokerage commissions and fees; Consulting (general)Code 16 | 1 | $33,028 | |
Investment advisory (plan)Code 27 | 1 | $22,000 | |
Investment management; Direct payment from the planCode 28 | 1 | $17,282 |
Competitor overlap
Percent of RICHARD J. WOLF & 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 RICHARD J. WOLF & COMPANY.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | POST ADVISORY GROUP | $2.2B |
BOARD OF TRUSTEES BRICKLAYERS OF INDIANA RETIREMENT PLANIN · 356267233-001 | HEALTHSCOPE BENEFITS | $176M |
LABORERS AGC PENSION TRUST OF MONTANA BOARD OF TRUSTEESWA · 916068929-001 | LAWTON PRINTING SERVICES | $136M |
INDPLS. CHAPTER OF BRICKLAYERS LOCAL NO 4 OF IN/KY(IU OF B & A C)IN · 356074754-001 | ANDCO CONSULTING | $99M |
BOARD OF TRUSTEES FOR CEMENT MASONSMI · 356296477-001 | JPMORGAN INVEST HOLDINGS LLC | $47M |
AERO GROUP HOLDINGSNC · 822796674-001 | (new plan) | $4M |
Plans lost in 2024
Appeared last year under RICHARD J. WOLF & COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-002 | JP MORGAN INVESTMENT MANAGEMENT INC | $4.2B |
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | GLOBEFLEX INTERNATIONAL | $1.8B |
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEESWA · 916123688-001 | WELFARE & PENSION ADMIN SERVICE INC | $708M |
ADVANCED PAIN CARE, PATX · 331043094-001 | EPIC RETIREMENT PLAN SERVICES | $16M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $53,982 | 2y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $25,682 | 1y | - |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | $2.1B | 17,705 | $9,625 | 2y | - |
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | $1.9B | 76,992 | $103,055 | 9y | - |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-001 | $1.5B | 25,602 | $58,958 | 10y | - |
PENSION PLAN OF LOCAL 464ANJ · 226051600-001 | $1.2B | 21,542 | $63,650 | 5y | - |
BOARD OF TRUSTEES OF CHICAGO PAINTERS AND DECORATORS PENSION FDIL · 516030238-001 | $1.2B | 6,443 | $82,615 | 10y | - |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $307,916 | 9y | - |
TRUSTEES OF THE NECA-IBEW LOCAL 176 PENSION TRUST FUNDIL · 362953263-001 | $725M | 2,166 | $33,748 | 10y | - |
TRUSTEES OF SHEET METAL WORKERS INT'L ASSOCIATION LOCAL NO. 73IL · 205002115-003 | $708M | 2,976 | $7,941 | 9y | - |
Flag exposure
84.8%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 (103)
Raw Schedule C names collapsed into RICHARD J. WOLF & COMPANY.
- CB RICHARD ELLIS
- J.E.RICHARD, INC.
- RICHARD A ST JEAN
- RICHARD A. COX
- RICHARD A. WEISS
- RICHARD BIRMINGHAM
- RICHARD BOSTRAM
- RICHARD BOSTROM
- RICHARD BROTHERS FINANCIAL ADVISORS
- RICHARD BURRIS
- RICHARD C VIED CPA LLC
- RICHARD CASH
- RICHARD COX
- RICHARD COX, CPA, CMA
- RICHARD D. COX
- RICHARD DENZIK CPA PC
- RICHARD DEVRIES
- RICHARD DIEMERT
- RICHARD E. ROSE
- RICHARD E. ROSE,
- RICHARD FISHER JR
- RICHARD GALLO
- RICHARD GAMBINO
- RICHARD GREENSPAN
- RICHARD GREENSPAN, P.C.
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 RICHARD J. WOLF & 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 | 1 | 3.03% | 7.76% | -4.73 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 | 3 | 9.09% | 1.76% | +7.33 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 RICHARD J. WOLF & COMPANY. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent