Baker & Hostetler LLP
attorney18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22+5 YoYRank #801 of mapped providers
Assets under administration$34.7B0.0%Market share · rank #431
Fees received$1MMedian $24,210/planSum across Schedule C direct + indirect
Net wins YoY+59 won · 4 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 & Hostetler LLP plan look like?
Service mix · median fees per plan
Count of plans where Baker & Hostetler LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 17 | $29,167 | |
Investment advisory (plan)Code 27 | 2 | $45,075 | |
Consulting (general)Code 16 | 1 | $7,648 | |
Investment management; Direct payment from the planCode 28 | 1 | $9,890 | |
Other feesCode 99 | 1 | $13,186 |
Competitor overlap
Percent of Baker & Hostetler LLP'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 & Hostetler LLP.
| Sponsor | From | Assets |
|---|---|---|
CONTRAN CORPORATIONTX · 741646336-460 | Principal | $293M |
AMERICAN AUTOMOBILE ASSOC., INC.FL · 530025420-002 | NFP | $225M |
SYNTHOMER INC.OH · 341897652-001 | SEI Investments | $194M |
NETHERLAND, SEWELL & ASSOCIATES,TX · 751330935-002 | Morningstar Investment Management | $100M |
SOUTHEASTERN OHIO REGIONAL MEDICAL CENTEROH · 314391798-001 | Clearstead Advisors | $50M |
OHIOHEALTHOH · 314446959-001 | Fidelity Investments | $44M |
ST VINCENT CHARITY MEDICAL CENTEROH · 340714756-002 | Raymond James & Associates, Inc. | $20M |
WELTY BUILDING COMPANY LTD.OH · 341843705-001 | Fidelity Investments | $12M |
Plans lost in 2024
Appeared last year under Baker & Hostetler LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
PHARMACEUTICAL PRODUCT DEVELOPMENT, LLCNC · 561640186-001 | Fidelity Investments | $1.5B |
TRINITY HEALTH CORPORATIONMI · 351443425-012 | Mercer | $722M |
AMERICAN SUPERCONDUCTOR CORPORATIONMA · 042959321-001 | Fidelity Investments | $54M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE PROGRESSIVE CORPORATION & ITS PARTICIPATING SUBSIDIARIESOH · 340963169-003 | $11.5B | 74,118 | $93,040 | 5y | 1 |
THERMO FISHER SCIENTIFIC INC.PA · 042209186-001 | $10.3B | 72,605 | $152,864 | 10y | 2 |
PARKER HANNIFIN CORPORATIONOH · 340451060-080 | $3.5B | 37,405 | $224,897 | 2y | - |
OHIOHEALTHOH · 314394942-001 | $2.7B | 37,660 | $5,000 | 6y | 1 |
HUNTINGTON BANCSHARES INCORPORATEDOH · 310724920-002 | $2.4B | 25,595 | $36,812 | 7y | 1 |
THERMO FISHER SCIENTIFIC INC.PA · 042209186-100 | $894M | 15,595 | $44,000 | 8y | - |
OHIOHEALTH CORPORATIONOH · 314394942-333 | $743M | 14,079 | $9,890 | 9y | - |
COOPERATIVE PENSION / SAVINGS BOARDIN · 311257147-335 | $455M | 6,031 | $142,458 | 10y | 2 |
THE ANDERSONS, INC.OH · 341562374-003 | $368M | 3,576 | $16,534 | 2y | - |
THE E.W. SCRIPPS COMPANYOH · 311223339-020 | $355M | 4,873 | $19,666 | 10y | - |
Flag exposure
86.4%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 (18)
Raw Schedule C names collapsed into Baker & Hostetler LLP.
- AMERICAN STOCK TRANSFER & TRUST CO.
- AMERICAN STRATEGIC REALTY
- AMERICAN STRATEGIC VALUE REALTY FUN
- AMERICAN SUPERCONDUCTOR
- AMERICAN SV
- BAKER & HOSTELER LLP
- BAKER & HOSTELTER
- BAKER & HOSTETLER
- BAKER & HOSTETLER LLP
- BAKER & HOSTETLER, LLP
- BAKER AND HOSTELLAR
- BAKER AND HOSTETLER
- BAKER AND HOSTETLER LLP
- BAKER HOSTETLER
- BAKER HOSTETLER LLP
- BAKER HOSTETLER, LLP
- BAKER&HOSTETLER LLP
- BAKERHOSTETLER
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 & Hostetler LLP'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 4.55% | 1.71% | +2.83 pp |
| Failed to provide benefit | 1 | 4.55% | 0.14% | +4.41 pp |
| Corrective distributions | 7 | 31.82% | 1.76% | +30.06 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 & Hostetler LLP. 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 & Hostetler LLP'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 |
|---|---|---|
| Strategic Advisers | 7 | 31.8% |
| Aon | 6 | 27.3% |
| Mercer | 3 | 13.6% |
| Atessa Benefits, Inc. | 2 | 9.1% |
| Highland Consulting Associates | 2 | 9.1% |
| Legal & General Investment Management America | 2 | 9.1% |
| Oxford Financial Group | 2 | 9.1% |
| Asset Consulting Group | 1 | 4.5% |
| Clarion Partners | 1 | 4.5% |
| Income Research & Management | 1 | 4.5% |
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).