Baker Donelson Bearman Caldwell
attorney11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+2 YoYRank #2829 of mapped providers
Assets under administration$30.1B0.0%Market share · rank #2376
Fees received$91,644Median $13,561/planSum across Schedule C direct + indirect
Net wins YoY+13 won · 2 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 Baker Donelson Bearman Caldwell plan look like?
Service mix · median fees per plan
Count of plans where Baker Donelson Bearman Caldwell ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 4 | $13,561 | |
Direct payment from the plan; Participant communicationCode 38 | 1 | $30,352 | |
Direct payment from the planCode 50 | 1 | $6,092 |
Competitor overlap
Percent of Baker Donelson Bearman Caldwell'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 Baker Donelson Bearman Caldwell.
| Sponsor | From | Assets |
|---|---|---|
FIRST HORIZON CORPORATIONTN · 620803242-002 | Office Team | $1.1B |
FIRST HORIZON CORPORATIONTN · 620803242-001 | Robert Half International Inc. | $603M |
NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC.TN · 940707299-001 | Kayne Anderson Rudnick | $0 |
Plans lost in 2024
Appeared last year under Baker Donelson Bearman Caldwell; not this year.
| Sponsor | To | Assets |
|---|---|---|
FEDEX CORPORATIONTN · 621721435-002 | FactSet Research Systems Inc. | $25.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FEDEX CORPORATIONTN · 621721435-002 | $26.9B | 213,710 | $15,900 | 7y | - |
FIRST HORIZON CORPORATIONTN · 620803242-002 | $1.1B | 10,136 | $6,795 | 3y | - |
AMEDISYS HOLDING, LLCLA · 364576454-001 | $955M | 24,237 | $6,092 | 10y | 2 |
FIRST HORIZON CORPORATIONTN · 620803242-001 | $603M | 4,536 | $11,221 | 4y | - |
ASHLEY FURNITURE INDUSTRIES, LLCWI · 391141201-001 | $528M | 18,185 | $30,352 | 2y | 1 |
NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC.TN · 940707299-001 | $0 | 0 | $21,284 | 1y | 1 |
Flag exposure
83.3%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 (11)
Raw Schedule C names collapsed into Baker Donelson Bearman Caldwell.
- AMERICAN SOLUTIONS FOR
- AMERICAN SOLUTIONS FOR B
- AMERICAN SOLUTIONS FOR BUSINESS
- AMERICAN SPCIETY OF HEMATOLOGY
- AMERICAN SPEEDY PRINTING CENTER
- BAKER DONELSON
- BAKER DONELSON BEARMAN
- BAKER DONELSON BEARMAN & CALDWELL
- BAKER DONELSON BEARMAN CALDWELL
- BAKER, DONELSON, BEARMAN
- BAKER, DONELSON, BEARMAN, CALDWELL
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 Baker Donelson Bearman Caldwell'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 | 1 | 16.67% | 7.76% | +8.90 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 16.67% | 1.76% | +14.91 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 Baker Donelson Bearman Caldwell. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Baker Donelson Bearman Caldwell'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 |
|---|---|---|
| Aon | 2 | 33.3% |
| Gallagher Fiduciary Advisors | 1 | 16.7% |
| ICE Data Indices, LLC | 1 | 16.7% |
| Legal & General Investment Management America | 1 | 16.7% |
| LexisNexis | 1 | 16.7% |
| Marquette Associates | 1 | 16.7% |
| Mercer | 1 | 16.7% |
| Milliman | 1 | 16.7% |
| NISA Investment Advisors | 1 | 16.7% |
| USI Consulting Group | 1 | 16.7% |