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Standard Valuations

Matched across 11 name variants in the filings

Standard Valuations summary

Standard Valuations appears on 45 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $6.8B in assets for 141,263 participants. The median client plan holds $81.9M. Most client plans are sponsored in WV, TN and MI. The largest clients by plan assets are Board of Trustees of the Liuna National (Industrial) Pension Fund, West Virginia Laborers Pension Trust Fund and I.U.O.E. Local 132 Pension Fund. Plans reported $1.4M in direct and indirect compensation paid to Standard Valuations. The median is $28K per plan.

Participants
141,263
Median plan assets
$81.9M
Median plan participants
935
Median fees per plan
$28K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees of the Liuna National (Industrial) Pension FundDC$1.7B63,303
West Virginia Laborers Pension Trust FundWV$570M7,245
I.U.O.E. Local 132 Pension FundWV$559M4,062
IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanTN$487M2,336
Trustees of District Council 82 Painting Industry Pension PlanMN$346M2,235
Trustees of Minnesota Cement Masons Pension FundMN$324M1,813
JT BRD of Trustees of Local Union 317 Electrical Pension PlanWV$200M1,014
American Federation of Government EmployeesDC$195M492
JT Trustees Sheet Metal WKRS #7 Zone 1 & 5 CitiesMI$171M1,164
Joint Board of Trustees of IBEW Local 466 PensionWV$162M494
West Virginia LaborersWV$157M14,955
Joint Board of Trustees Sheet Meta Workers Local 7, Zone 2 PensionMI$135M817
IBEW Local No. 915 Pension-Annuity FundTN$131M1,996
Board of Trustees, IBEW Local No. 725IN$128M1,561
Trustees of Plumbers & Pipefitters Lu 421 Pension Fund TrustFL$124M1,979
I.U.O.E. #132 Annuity & Savings FDWV$105M9,568
Trustees of Electricians Local Union No. 606 Pension-Annuity FundTN$105M1,861
Joint Board of Trustees of IBEW Local 596 Pension FundWV$101M643
BD of Trustees - Plumbers & Steam- Fitters Local 184 SupplementalTN$93.9M934
IBEW 648 Pension PlanWV$90.0M935
Trustees - Sheet Metal Workers Local No. 177 Pension FundTN$87.6M1,292
Trustees of Plumbers & Steamfitter Pension Trust FundKY$83.9M686
Plumbers & Pipefitters Local 152 Pension Trust FundWV$81.9M525
Board of Trustees Laborers Pension FundVA$76.7M1,507
JT BRD Trustees Plumbers & PipefittersWV$75.0M2,943

Top client states

  • WV13 plans
  • TN8 plans
  • MI4 plans
  • MD3 plans
  • MN3 plans

Frequently asked questions

Who uses Standard Valuations?
45 retirement plans list Standard Valuations as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the Liuna National (Industrial) Pension Fund, West Virginia Laborers Pension Trust Fund, I.U.O.E. Local 132 Pension Fund, IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan and Trustees of District Council 82 Painting Industry Pension Plan. Most client plans are sponsored in WV, TN and MI.
How many plans does Standard Valuations serve?
Standard Valuations serves 45 retirement plans with $6.8B in plan assets and 141,263 participants, based on the latest Form 5500 filings through 2024.
What does Standard Valuations charge?
Plans reported $1.4M in total Schedule C compensation paid to Standard Valuations. The median plan paid $28K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served45Rank #412 of mapped providers
Assets under administration$6.8B0.0%Rank #1676 by share of filed assets
Fees received$1MMedian $28,200/planSum across Schedule C direct + indirect
Net wins YoY-21 won - 3 lostPlan-level switch detection

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