THOMAS BEAL
74 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-1 YoYRank #894 of mapped providers
Assets under administration$64.8B0.1%Market share · rank #224
Fees received$1MMedian $55,011/planSum across Schedule C direct + indirect
Net wins YoY-14 won · 5 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 THOMAS BEAL plan look like?
Service mix · median fees per plan
Count of plans where THOMAS BEAL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 6 | $118,057 | |
Plan Administrator; Non-monetary compensation; Employee (plan)Code 14 | 2 | $74,346 | |
Trustee (individual); Direct payment from the planCode 20 | 2 | $13,545 | |
Investment advisory (plan)Code 27 | 2 | $72,504 | |
Other feesCode 99 | 2 | $73,296 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $22,013 | |
Investment advisory (participants); Investment managementCode 26 | 1 | $0 |
Competitor overlap
Percent of THOMAS BEAL'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 THOMAS BEAL.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | KAYE-SMITH ENTERPRISES, INC. | $1.8B |
CTDU - PENSION FUNDIL · 366598153-001 | BANSLEY AND KIENER, LLP | $37M |
THOMAS SAFRAN & ASSOCIATES, INC.CA · 953443236-001 | MATRIX TRUST COMPANY | $18M |
Plans lost in 2024
Appeared last year under THOMAS BEAL; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DEPA · 236405239-001 | DANA INVESTMENT ADVISORS | $1.0B |
MARINE CREDIT UNIONWI · 390827305-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $32M |
THOMAS INSTRUMENT, INC.TX · 741481595-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $21M |
FLOORING LIQUIDATORS, INC.CA · 412130250-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $197,959 | 10y | - |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $141,940 | 9y | - |
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | $2.8B | 60,684 | $152,645 | 10y | - |
TRUSTEES OF NYS TEAMSTERS CONFERENCENY · 166063585-074 | $2.8B | 32,657 | $82,514 | 10y | - |
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | $1.8B | 37,126 | $6,599 | 3y | - |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $20,490 | 5y | - |
SHEET METAL WORKERS PENSION FUND OF LOCAL UNIONPA · 231494364-001 | $519M | 4,207 | $225,056 | 8y | - |
BOARD OF TRUSTEES OF CHICAGO AREA IB OF T PENSION TRUST FUNDIL · 362407063-001 | $373M | 2,586 | $27,507 | 3y | - |
UNIVERSITY MEDICAL PARTNERS, INC.CA · 475149853-001 | $153M | 441 | $145,007 | 5y | - |
MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC.OH · 311039177-001 | $133M | 155 | $0 | 2y | - |
Flag exposure
93.8%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 (74)
Raw Schedule C names collapsed into THOMAS BEAL.
- THOMAS & CLOUGH CO., P.A.
- THOMAS A. HELFRICH, ESQ.
- THOMAS A. KOCHAN
- THOMAS A. ZIMMERMAN
- THOMAS B BAXA
- THOMAS BEAL
- THOMAS BOEHM
- THOMAS C NYHAN
- THOMAS CAULA
- THOMAS DALY
- THOMAS DILLON
- THOMAS DILLON, ESQ.
- THOMAS DOLL
- THOMAS DOOLEY
- THOMAS ELEFANTE
- THOMAS F CICHON
- THOMAS F LEVAK, ARBITRATOR/MEDIATOR
- THOMAS F. BARRETT, INC
- THOMAS FLOOD
- THOMAS G. MILLER
- THOMAS H KYLE
- THOMAS H LEE EQUITY FUND FUND VI
- THOMAS H. KYLE
- THOMAS H. LEE VI
- THOMAS HELFRICH, ESQ.212 956-8900
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 THOMAS BEAL'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 | 2 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 6.25% | 1.76% | +4.49 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 THOMAS BEAL. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent