TA REALTY
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-2 YoYRank #2063 of mapped providers
Assets under administration$3.1B0.0%Market share · rank #2492
Fees received$294,545Median $44,778/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 TA REALTY plan look like?
Service mix · median fees per plan
Count of plans where TA REALTY 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 | 3 | $44,778 | |
Consulting (pension)Code 17 | 1 | $0 | |
Investment management fees paid directly by planCode 51 | 1 | $60,005 |
Competitor overlap
Percent of TA REALTY'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 TA REALTY.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under TA REALTY; not this year.
| Sponsor | To | Assets |
|---|---|---|
I.U.O.E. LOCAL 132 PENSION FUNDWV · 556015364-001 | BLACKSTONE | $492M |
BOARD OF TRUSTEES OF THE BIRMINGHAM P & S LU 91 PFAL · 630437949-001 | ABBEY STREET LLC | $28M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AARPDC · 951985500-001 | $1.6B | 5,813 | $176,634 | 2y | - |
BOARD OF TRUSTEES OF CHICAGO PAINTERS AND DECORATORS PENSION FDIL · 516030238-001 | $1.2B | 6,443 | $44,778 | 3y | - |
WEST VIRGINIA LABORERSWV · 550772123-001 | $157M | 14,955 | $60,005 | 6y | - |
BOARD OF TRUSTEES SDC - LEAGUE PENSION FUNDNY · 136634482-001 | $49M | 2,386 | $13,128 | 2y | - |
PLUMBERS & PIPEFITTERS LOCAL 625 PENSION FUNDWV · 550759747-001 | $48M | 475 | $0 | 3y | - |
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 (11)
Raw Schedule C names collapsed into TA REALTY.
- AG REALTY FUND IX
- AG REALTY FUND IX A, L.P.
- AG REALTY FUND IX L.P.
- AG REALTY FUND IX, L.P.
- OP EX/AM REALTY
- R&R REALTY COMPANY
- TA REALTY
- TA REALTY CORE PROPERTY FUND
- TA REALTY CORE PROPERTY FUND LP
- TA REALTY INC
- TA REALTY, LLC
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 TA REALTY'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 TA REALTY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent