The Segal Company
advisor30 known aliases resolved via the canonical alias map
Market position · 2024
Plans served371-11 YoYRank #60 of mapped providers
Assets under administration$333.3B0.4%Market share · rank #33
Fees received$44MMedian $77,125/planSum across Schedule C direct + indirect
Net wins YoY-1025 won · 35 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 The Segal Company plan look like?
Service mix · median fees per plan
Count of plans where The Segal Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage; Direct payment from the plan; Investment management; Actuarial; Investment advisory (plan); Investment management fees paid directly by plan; Named fiduciary; Custodial (securities)Code 11 | 301 | $88,933 | |
Other services; Consulting (general)Code 16 | 29 | $34,544 | |
Insurance agents and brokers; Consulting (pension)Code 17 | 29 | $25,885 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 2 | $46,250 | |
Investment management; Direct payment from the planCode 28 | 2 | $43,294 | |
Other services; Direct payment from the planCode 49 | 2 | $22,928 | |
Consulting feesCode 70 | 2 | $21,814 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 1 | $26,250 |
Competitor overlap
Percent of The Segal 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 The Segal Company.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | The Wagner Law Group | $8.0B |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | First Pacific Advisors | $5.9B |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | Bayside Capital, Inc. | $3.3B |
BOARD OF TRUSTEES I.A.M. 401(K) FUNDDC · 320443423-003 | Slevin & Hart PC | $972M |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | Prudential Retirement Insurance & Annuity Co. | $884M |
NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUSTCT · 060962207-001 | John Hancock | $870M |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | Health Services & Benefit Administration | $713M |
TRUSTEES OF MIDWEST OPERATING ENGINEERS RETIREMENT ENHANCEMENT FUNDIL · 510669630-001 | Legacy Professionals LLP | $637M |
TRUSTEES LOCAL 338 RETIREMENT FUNDNY · 136533678-001 | ANDREW VELLA | $607M |
BOARD OF TRUSTEES OF M.M.&P. INDIVIDUAL RETIREMENT ACCOUNT PLANMD · 133021839-001 | PATRICK MCCULLOUGH | $523M |
Plans lost in 2024
Appeared last year under The Segal Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | MARIO RODRIGUEZ | $7.8B |
JOINT BOARD OF TRUSTEES SOUTHWEST CARPENTERS PENSION TRUSTCA · 956042875-001 | Cheiron | $6.8B |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | BNY Mellon | $4.9B |
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | ProLoan Bond Fund, LLC | $3.3B |
BOARD OF TRUSTEES OF MID-AMERICA CARP REG COUNCIL SUPPLEMENTAL RETIREMIL · 800636673-001 | S. BOBOWSKI | $1.4B |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITYCA · 946277608-002 | ULLICO Inc | $1.4B |
CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEESMO · 436142465-001 | Bridgeway Benefit Technologies | $1.0B |
THE BOARD OF TRUSTEESNY · 134178178-001 | Principal | $718M |
BOARD OF TRUSTEES, SOUTHWEST CARPENTERS ANNUITY FUNDCA · 880135694-002 | Empower | $708M |
BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLASCA · 946083001-001 | The Segal Company (Western States) | $492M |
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 | $362,060 | 10y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $1M | 2y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $1M | 10y | 1 |
TRUSTEES OF ILWU-PMA PENSION PLANCA · 946068576-001 | $10.8B | 25,317 | $260,119 | 10y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $387,101 | 10y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $812,153 | 10y | - |
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | $8.0B | 33,824 | $31,675 | 1y | 1 |
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | $7.3B | 37,105 | $17,830 | 9y | 1 |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $585,431 | 10y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $230,800 | 10y | - |
Flag exposure
92.7%Market: 89.1%
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 (30)
Raw Schedule C names collapsed into The Segal Company.
- HUNGERFORD NICHOLAS
- HUNGERFORD NICHOLS CPA ADVISORS
- MARTIN E. SEGAL CO
- SEGAL
- SEGAL & CO.
- SEGAL & COMPANY
- SEGAL AND CO.
- SEGAL BENZ
- SEGAL CO
- SEGAL CO,
- SEGAL CO.
- SEGAL COMPANY
- SEGAL COMPANY INC.
- SEGAL COMPANY, INC.
- SEGAL INC.
- SEGAL MID-SOUTH
- SEGAL SBH
- THE SEGAL CO
- THE SEGAL CO INC
- THE SEGAL CO.
- THE SEGAL CO. INC.
- THE SEGAL COMPAMY
- THE SEGAL COMPANY
- THE SEGAL COMPANY 13-1975125
- THE SEGAL COMPANY DBA GIBSON CONS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 The Segal 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 | 5 | 1.35% | 7.76% | -6.41 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 12 | 3.23% | 1.71% | +1.52 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 0.81% | 1.76% | -0.95 pp |
| Loss discovered | 1 | 0.27% | 0.00% | +0.27 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with The Segal Company. Compare to the incumbent market share (0.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.6 pp vs incumbent
Frequent partners by role
Who else shows up on The Segal Company's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Baldwin Moffitt Behm LLP | 18 | 4.8% |
| Proskauer Rose LLP | 16 | 4.3% |
| Reinhart Boerner Van Deuren S.C. | 16 | 4.3% |
| Barnes, Iaccarino & Sheperd LLP | 14 | 3.8% |
| O'Donoghue & O'Donoghue LLP | 14 | 3.8% |
| Slevin & Hart PC | 14 | 3.8% |
| Weinberg, Roger & Rosenfeld | 12 | 3.2% |
| Gould Kobrick & Schlapp PC | 11 | 3.0% |
| Colleran O'Hara & Mills LLP | 10 | 2.7% |
| Saltzman & Johnson Law Corporation | 10 | 2.7% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).