TUCKER ARENSBERG
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21+9 YoYRank #839 of mapped providers
Assets under administration$24.0B0.0%Market share · rank #565
Fees received$5MMedian $34,333/planSum across Schedule C direct + indirect
Net wins YoY+66 won · 0 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 TUCKER ARENSBERG plan look like?
Service mix · median fees per plan
Count of plans where TUCKER ARENSBERG ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 18 | $34,510 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 2 | $14,428 | |
Custodial (securities); Direct payment from the planCode 19 | 1 | $42,674 |
Competitor overlap
Percent of TUCKER ARENSBERG'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 TUCKER ARENSBERG.
| Sponsor | From | Assets |
|---|---|---|
IRON WORKERS LOCAL 17 PENSION FUNDMI · 510161467-001 | ARC EXPRESS & SURPLUS, LLC | $158M |
BOARD OF TRUSTEES, U.A. LOCALS 375/367 SUPPLEMENTAL PENSION TRUSTOR · 920150923-001 | WPAS, INC. | $102M |
ALASKA IRONWORKERS PENSION PLAN BOARD OF TRUSTEESAK · 916123695-001 | WELFARE & PENSION ADMIN SERVICE INC | $95M |
BOARD OF TRUSTEES OF IRON WORKERS LOCAL 17 ANNUITY FUNDMI · 341290643-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $89M |
ROCK WEST COMPOSITES, INC.CA · 205954438-002 | (new plan) | $9M |
BOARD OF TRUSTEES, TEXTILE PROCESSORS SERVICE TRADES HEALTH CAREOH · 346605342-001 | HORIZON ACTUARIAL SERVICES, LLC | $154,792 |
Plans lost in 2024
Appeared last year under TUCKER ARENSBERG; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $2M | 8y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $146,785 | 10y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $2M | 3y | - |
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $67,722 | 10y | 1 |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | $644M | 25,947 | $144,215 | 3y | - |
BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUNDPA · 256032401-001 | $479M | 3,234 | $5,537 | 9y | - |
BUILDING LABORERS 310 PENSION FUNDOH · 346573987-001 | $420M | 3,822 | $10,937 | 1y | - |
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PAPA · 251283169-001 | $297M | 2,936 | $34,723 | 10y | - |
BOARD OF TRUSTEES IRON WORKERS OF WESTERN PA PROFIT SHARING PLANPA · 251318890-001 | $226M | 1,906 | $34,723 | 10y | - |
BOARD OF TRUSTEES, ALASKA PLUMBING & PIPEFITTING INDUSTRY PENSION PLANOR · 526103810-001 | $192M | 1,840 | $271,198 | 4y | - |
Flag exposure
95.2%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 (19)
Raw Schedule C names collapsed into TUCKER ARENSBERG.
- TUCKER ARENSBERG
- TUCKER ARENSBERG ATTORNEYS
- TUCKER ARENSBERG LLC
- TUCKER ARENSBERG LP
- TUCKER ARENSBERG P.C.
- TUCKER ARENSBERG PC
- TUCKER ARENSBERG, P.C.
- TUCKER ARENSBERG, PC
- TUCKER ARENSBERG,P.C.
- TUCKER ARENSBURG
- TUCKER ARENSBURG PC
- TUCKER ARENSBURG, P.C.
- TUCKER ARENSBURG, PC
- TUCKER ARNSBERG PC
- TUCKER ARSENBERG
- TUCKER ASSET MANAGEMENT
- TUCKER FINANCIAL GROUP
- TUCKER, ARENSBERG
- TUCKER, SCOTT J.
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 TUCKER ARENSBERG'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 | 1 | 4.76% | 26.94% | -22.18 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 | 1 | 4.76% | 1.76% | +3.00 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 TUCKER ARENSBERG. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent