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Spear Wilderman

Matched across 7 name variants in the filings

Spear Wilderman summary

Spear Wilderman appears on 21 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $7.2B in assets for 292,561 participants. The median client plan holds $165M. Most client plans are sponsored in PA, NJ and NY. The largest clients by plan assets are Board of Trustees - Legacy Plan of the Unite Here Retirement Fund, International Union of Operting Eng. Pen Fund of E.pennsylvania and De and Board of Trustees of Steamfitters Local Union No. 420 Pension Plan. Plans reported $740K in direct and indirect compensation paid to Spear Wilderman. The median is $10K per plan.

Participants
292,561
Median plan assets
$165M
Median plan participants
4,109
Median fees per plan
$10K
Schedule C direct + indirect

Top 21 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees - Legacy Plan of the Unite Here Retirement Fund, plan 001NY$1.6B85,975
International Union of Operting Eng. Pen Fund of E.pennsylvania and DePA$1.2B7,255
Board of Trustees of Steamfitters Local Union No. 420 Pension PlanPA$724M5,302
Board of Trustees International Brotherh Electrical Workers Pension PLPA$699M4,671
Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund, plan 002NY$563M77,292
Sheet Metal Workers Pension Fund of Local UnionPA$519M4,207
BD of Trustees of the SMW Annuity FundPA$474M4,109
Uiu-Newspaper Guild of Greater Philadelphia Pension FundNJ$345M2,372
Itpeu Pension FundNJ$173M58,365
Pmta/Ila - Defined Contribution Pension PlanPA$168M1,199
IBEW Lu 654 Pension Fund TrusteesNJ$165M885
BD of Tees of SEIU Local 32BJ, Dis 36 Bolr Pension Trust FundPA$164M6,891
Board of Trustees UAW Local 259 Pension FundPA$157M4,962
Iatse Local 8 Annuity FundPA$79.8M3,667
Board of Trustees USW District 10,LOCAL 286,PA$75.3M3,843
United Steelworkers Local 286 Severance/ 401(k) PlanPA$47.2M3,113
JT. BD. of Trustees of the Unite Here! Local 54NJ$43.0M11,841
Trustees of Teamsters Local 929 Retirement PlanNJ$37.4M2,769
Local 360 401(k) and Severance PlanNJ$14.6M3,142
Retail Wholesale Department Store Defined Contribution Pension PlanPA$4.7M463
Sheet Metal Workers Local 194 Industrial Pension FundPA$4.2M238

Top client states

  • PA13 plans
  • NJ6 plans
  • NY2 plans

Frequently asked questions

Who uses Spear Wilderman?
21 retirement plans list Spear Wilderman as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees - Legacy Plan of the Unite Here Retirement Fund, International Union of Operting Eng. Pen Fund of E.pennsylvania and De, Board of Trustees of Steamfitters Local Union No. 420 Pension Plan, Board of Trustees International Brotherh Electrical Workers Pension PL and Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund. Most client plans are sponsored in PA, NJ and NY.
How many plans does Spear Wilderman serve?
Spear Wilderman serves 21 retirement plans with $7.2B in plan assets and 292,561 participants, based on the latest Form 5500 filings through 2024.
What does Spear Wilderman charge?
Plans reported $740K in total Schedule C compensation paid to Spear Wilderman. The median plan paid $10K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served21+7 YoYRank #995 of mapped providers
Assets under administration$7.2B0.0%Rank #3240 by share of filed assets
Fees received$739,647Median $9,562/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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