Barings
advisor18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-3 YoYRank #2409 of mapped providers
Assets under administration$68.7B0.1%Market share · rank #214
Fees received$966,456Median $194,137/planSum across Schedule C direct + indirect
Net wins YoY-20 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 Barings plan look like?
Service mix · median fees per plan
Count of plans where Barings ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 3 | $194,137 | |
Investment management fees paid directly by planCode 51 | 1 | $367,790 | |
Shareholder servicing feesCode 59 | 1 | $0 |
Competitor overlap
Percent of Barings'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 Barings.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Barings; not this year.
| Sponsor | To | Assets |
|---|---|---|
MAIN LINE HEALTH, INC.PA · 232331531-001 | MARYANN STOREY | $1.6B |
LAND O'LAKES, INCMN · 410365145-001 | Aon | $916M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $367,790 | 9y | - |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $194,137 | 8y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $158,856 | 4y | - |
ARROWPOINT GROUP, INCNC · 562003160-003 | $525M | 6,033 | $245,673 | 8y | - |
RIVIANA FOODS INC.TX · 760177572-001 | $21M | 137 | $0 | 7y | - |
Flag exposure
100.0%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 Barings.
- BARING PROPERTY FUND
- BARINGS
- BARINGS ASSET MANAGEMENT
- BARINGS FOCUSED FUND
- BARINGS FUNDS
- BARINGS LLC
- BARINGS REAL ESTATE ADVISERS LLC
- BARINGS REAL ESTATE ADVISORS
- BARINGS REAL ESTATE ADVISORS LLC
- BARINGS SECURITIES LLC
- BARINGS, LLC
- PREM INFL-PROT AND INC FD BARINGS
- PREM U.S. GOVT MNY MKT FD BARINGS
- PREMIER BARINGS
- PREMIER BARINGS HIGH YLD 1
- PREMIER BARINGS INFL-PR & INC 1
- PREMIER DISCIPLINED VAL FD BARINGS
- PREMIER DVRSFD BOND FD BARINGS
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 Barings'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 Barings. 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 Barings'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 |
|---|---|---|
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 20.0% |
| Cohen Weiss & Simon LLP | 1 | 20.0% |
| Covington & Burling LLP | 1 | 20.0% |
| Ivins, Phillips & Barker | 1 | 20.0% |
| Krakow & Souris LLC | 1 | 20.0% |
| Paul Hastings LLP | 1 | 20.0% |
| Poyner Spruill LLP | 1 | 20.0% |
| Proskauer Rose LLP | 1 | 20.0% |