Judy Diamond Associates

What Judy Diamond Associates does

Judy Diamond Associates (JDA) is a data technology platform that aggregates, cleanses, and analyzes U.S. Department of Labor Form 5500 ERISA filings and IRS data to deliver subscription-based lead generation, prospecting, and benchmarking tools for the retirement and employee benefits industry. The company's product portfolio includes Retirement Plan Prospector+ (covering 800,000+ retirement plans with Red Flags, Plan Score Cards, and performance benchmarking), the American Directory of Group Insurance (400+ searchable fields with modeled premiums and 700,000+ decision-maker contacts), the Small Group Markets Database, EIN Finder (14+ million EINs), the Standard Directory of Third Party Administrators, and the freemium FreeERISA database (625,000 registered users, 2.6 million filings). Core technology is built on proprietary data cleansing and standardization processes, Broker-Plan Matching technology, and an exclusive Modeled Premiums methodology that allocates multi-line insurance premiums by coverage type with stated accuracy within 10% of carrier-recognized figures.

JDA operates on a recurring subscription revenue model with tiered pricing from $25/month to $695/year, augmented by a freemium funnel through FreeERISA and a REST-based Data-as-a-Service API for enterprise CRM, KYC, and compliance integrations. Distribution combines inside sales (855-798-8710, [email protected]) for enterprise accounts, self-serve e-commerce at store.judydiamond.com with free trials for SMB/individual subscribers, and trade show presence at events such as Excel 401(K) and BenefitsPRO Broker Expo, supported by weekly training webinars and content marketing.

The company is privately held and operates as a subsidiary of ALM Media within the Arc network, with email infrastructure on the @arc-network.com domain. Key personnel include Eric Ryles (Vice President of Customer Solutions, 14 years), William Moomaw (Senior Product Manager since 2010), and department heads Jake Smith and Sean Curry. Headquartered in Washington, D.C., JDA reports no venture capital funding or disclosed revenue, with strategic scale signals including 17 of the top 20 group benefits carriers using its data to power sales and marketing engines.

Name

Judy Diamond Associates

Legal name

Judy Diamond Associates, Inc.

Website

https://judydiamond.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Judy Diamond Associates is a data technology platform that aggregates and analyzes U.S. Department of Labor Form 5500 ERISA filings and IRS data, providing subscription-based lead generation, prospecting, and benchmarking tools for retirement plan advisors, employee benefits brokers, and insurance carriers.

Ownership category

akta.pro rank

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Subscription Database Access: Recurring subscription revenue from providing online access to databases including Retirement Plan Prospector+, American Directory of Group Insurance, EIN Finder, and TPA Directory. Pricing tiers based on user count and search volume.
2. API/Data as a Service: Revenue from API access to 5500 and EIN data for enterprise clients wanting to integrate JDA data into their own systems, CRMs, or compliance workflows.
3. Freemium (FreeERISA): Free access to basic Form 5500 data drives conversion to paid tools (Deluxe at $59.95 or Prospector tier) and upsell opportunities.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Judy Diamond Associates is a data technology company that mines, curates and licenses Form 5500 and group benefits market intelligence, selling subscription-based databases and prospecting tools to insurance carriers, brokerages, third-party administrators and financial services firms. Its platform standardizes over 30 years of retirement, group insurance, and small group plan data into searchable directories used for lead generation and market analysis.

Product overview

Judy Diamond Associates is a data technology platform delivering revenue-driving information services and analysis tools for the retirement and employee benefits industry. The product portfolio consists of lead generation and prospecting tools including Retirement Plan Prospector+ (401(k)/pension lead generation with Red Flags and Plan Score Cards), American Directory of Group Insurance (employee benefits prospecting with Modeled Premiums), Small Group Markets Database (targeting employers with fewer than 100 employees), EIN Finder (14+ million EIN database), Standard Directory of Third Party Administrators, and FreeERISA (free Form 5500 database). The company also offers Data as a Service via REST API for programmatic access to 5500 and EIN data, alongside research reports including the annual 401(k) Benchmark Report covering 680,000+ plans and customized Complete Plan Reviews. The platform processes data from Department of Labor filings, ERISA Form 5500s, and IRS sources.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Plan Prospector+ A subscription database tool used by financial professionals to identify and prospect retirement plan sponsors by mining Form 5500 filings and related plan data.
• American Directory of Group Insurance A comprehensive database of group insurance policies, plan sponsors, and carriers used for market research and lead generation in the group benefits industry.
• Small Group Markets Database Database of small group insurance plans (typically 2-99 employees) for prospecting and market analysis by brokers, carriers and benefits providers.
• EIN Finder A lookup tool that provides Employer Identification Numbers and associated company data for benefits prospecting and compliance workflows.
• Standard Directory of Third Party Administrators A directory of third-party administrators (TPAs) serving retirement and group benefits plans, used for vendor selection and partnership identification.
• FreeERISA An online platform providing free access to Form 5500 filings and related DOL retirement plan data, serving as a public-facing resource and lead funnel for paid products.
• 401(k) Benchmark Report A benchmarking analytics product comparing 401(k) plan features, fees, and participation metrics across employers and industries.
• Complete Plan Review An in-depth plan-level reporting product providing comprehensive reviews of retirement plan provisions, investments, and compliance details.
• Judy Diamond Data as a Service (DaaS) A data-as-a-service offering that delivers curated benefits and retirement plan data via API or batch files to enterprise customers for integration into CRM, analytics and marketing systems.
• Self-Funded Directory A directory of employers and plans operating self-funded insurance arrangements, used by stop-loss carriers, TPAs and benefits brokers for targeting.

Quantifiable outcome

• 17 of the top 20 group benefits carriers use JDA data to power their sales and marketing
• +2 more outcomes

Named customers1 record

Segments6 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability3 records

Feature8 records

Partnerships

One partnership is on record.

• Arc Networkparent companyOthersJudy Diamond Associates is part of the Arc network, operating as the intelligence/data division of ALM Media under the Arc network umbrella. The Arc network parent company provides corporate infrastructure including privacy policy and terms of service frameworks.

Scale indicators12 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Zywave: Sales and marketing enablement platform purpose-built for insurance brokers and carriers, offering industry-specific data, content, and analytics. Highly comparable to JDA's vertical approach of selling Form 5500-derived intelligence and modeled premium data into the same broker/carrier buyer.
• Vertafore: Insurance technology platform providing agency management systems, rating, and analytics to insurance professionals. Comparable as a vertical data and software incumbent serving the same broker/carrier ecosystem with overlapping workflow and intelligence use cases.

Broad incumbents

• Applied Systems: Leading insurance agency management platform serving agencies with operational, accounting, and data tools. Comparable as a major insurance-technology incumbent with overlapping broker-agency customers and a broader product suite than JDA's data-focused portfolio.
• Dun & Bradstreet: Global provider of business data, credit, and verification covering company information, hierarchies, and EIN-linked records. Directly comparable to EIN Finder's offerings and to the broader role JDA plays in KYC, compliance, and entity verification use cases.

Others

• Wolters Kluwer: Global vertical information services company providing data, analytics, and software for legal, tax, regulatory, and compliance professionals. Comparable at the business-model level as a vertical information-services incumbent, and the closest structural analog to ALM Media's positioning of JDA.
• ADP: Major HR, payroll, and benefits administration platform with deep employer benefits data assets. Comparable as an adjacent benefits-data ecosystem player serving many of the same plan sponsors and brokers JDA targets, though operating upstream in administration rather than prospecting.
• UKG (Ultimate Kronos Group): Large HR, workforce management, and benefits data platform with significant employer and employee-plan intelligence. Comparable as an HR-data ecosystem participant operating at scale in the benefits-adjacent data layers where JDA's products are also consumed.
• Paychex: Payroll, HR, and benefits administration provider focused heavily on small and mid-sized businesses. Comparable to the SMB-broker customer segment JDA's Small Group Markets Database targets, with overlapping employer-side benefits data assets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/judydiamondassc
• LinkedInlinkedin.com/company/579190

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Judy Diamond Associates