Chevy Chase Trust Company
trustee16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served87+15 YoYRank #240 of mapped providers
Assets under administration$57.9B0.1%Market share · rank #273
Fees received$8MMedian $35,782/planSum across Schedule C direct + indirect
Net wins YoY+1221 won · 9 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 Chevy Chase Trust Company plan look like?
Service mix · median fees per plan
Count of plans where Chevy Chase Trust Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 43 | $42,496 | |
Trustee (bank, trust company, or similar financial institution); Custodial (securities); Investment management fees paid indirectly by plan; Investment management; Direct payment from the planCode 19 | 16 | $25,778 | |
Trustee (individual); Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment managementCode 20 | 11 | $37,513 | |
Trustee (bank, trust company, or similar financial institution); Investment management; Investment management fees paid indirectly by planCode 21 | 6 | $125,864 | |
Investment advisory (participants); Direct payment from the planCode 26 | 3 | $87,840 | |
Investment management fees paid directly by planCode 51 | 2 | $174,275 | |
Trustee (bank, trust company, or similar financial institution); Trustee (individual); Accounting (including auditing); Investment management fees paid directly by planCode 10 | 1 | $21,940 | |
Contract Administrator; Direct payment from the planCode 13 | 1 | $216,243 |
Competitor overlap
Percent of Chevy Chase Trust Company'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 Chevy Chase Trust Company.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | U.S. Bank National Association | $3.3B |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | 50 South Capital | $2.3B |
NECA-IBEW PENSION TRUST FUNDIL · 516029903-001 | BASYS, Inc. | $1.5B |
BOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDMI · 356060378-001 | Morgan Stanley | $1.3B |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | Kovitz Investment Group Partners | $1.2B |
TRUSTEES OF THE SMART LOCAL 265 PENSION FUNDIL · 366168611-001 | ASB Capital Management | $566M |
TRUSTEES OF MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERSMN · 516029930-001 | ASB Capital Management | $481M |
MAYNARD NEXSEN, PCAL · 630864426-002 | Charles Schwab | $410M |
BOARD OF TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTION PENSION PLANMN · 416046858-001 | ASB Capital Management | $388M |
TRUSTEES OF LABORERS LOCAL 57 INDUSTRIAL PENSIONPA · 231627410-003 | ROBERT MCGINN | $318M |
Plans lost in 2024
Appeared last year under Chevy Chase Trust Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | AXA Advisors, LLC | $640M |
K&L GATES LLPPA · 250921018-003 | Fidelity Investments | $450M |
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEESDC · 530025740-001 | US Real Estate Investment Fund LLC | $169M |
TRUSTEES OF THE SOUTHERN ALASKA CARP. RETIREMENT PLANWA · 920120866-001 | Milliman | $149M |
LABORERS LOCAL 157 PENSION FUNDNY · 146076460-001 | MICHAEL BRADY | $84M |
MID SOUTH BUILDING SUPPLY, INC.VA · 540796555-001 | (new plan) | $54M |
INT'L ASSOC OF HEAT & FROST INS & ASBESTOS WORKERS LOCAL UNION 60FL · 596145377-001 | (new plan) | $40M |
BOARD OF TRUSTEES OF THE IBEW LOCAL NO. 32 - NECA PENSION PLANMI · 316152294-001 | TIC Midwest | $36M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $2M | 10y | - |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $220,872 | 1y | - |
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $116,322 | 7y | 1 |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | $2.3B | 17,735 | $343,956 | 1y | - |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $477,605 | 6y | - |
JOINT BOARD OF TRUSTEES, ELECTRICALMA · 042471895-002 | $1.6B | 10,127 | $0 | 5y | - |
NECA-IBEW PENSION TRUST FUNDIL · 516029903-001 | $1.6B | 12,974 | $121,923 | 2y | - |
ARNOLD & PORTER KAYE SCHOLER LLPDC · 530208605-001 | $1.6B | 3,061 | $87,840 | 5y | 2 |
BOARD OF TRUSTEES OF THE LABORERS NATIONAL PENSION FUNDTX · 751280827-001 | $1.5B | 40,898 | $349,826 | 10y | - |
BOARD OF TRUSTEES OF LOCAL 282NY · 116245313-001 | $1.4B | 7,375 | $93,465 | 8y | - |
Flag exposure
94.3%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 (16)
Raw Schedule C names collapsed into Chevy Chase Trust Company.
- BENEFIT FUND SERVICE COMPANY
- BENEFIT FUNDIG SERVICES GROUP
- BENEFIT FUNDING SERVICE GROUP
- BENEFIT GROUP OF HOUSTON
- CHEVY CHASE
- CHEVY CHASE - ASB CAPITAL
- CHEVY CHASE INVESTMENT MANAGER
- CHEVY CHASE TRUST
- CHEVY CHASE TRUST (ASB ALLEGIANCE)
- CHEVY CHASE TRUST CO
- CHEVY CHASE TRUST CO.
- CHEVY CHASE TRUST COMPANY
- CHEVY CHASE TRUST COMPANY (BLACKROC
- CHEVY CHASE TRUST INV ADVISOR
- CHEVY CHASE TRUST INVESTMENT ADVISO
- CHEVY CHASE TUST COMPANY
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 Chevy Chase Trust Company'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 | 1.15% | 1.71% | -0.56 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 3.45% | 1.76% | +1.69 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 Chevy Chase Trust Company. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Chevy Chase Trust Company'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 |
|---|---|---|
| Investment Performance Services LLC | 22 | 25.3% |
| Chartwell Investment Partners | 18 | 20.7% |
| Inter-Continental Real Estate Corp | 17 | 19.5% |
| The Segal Company | 17 | 19.5% |
| Wedge Capital Management, L.L.P. | 17 | 19.5% |
| ULLICO Inc | 16 | 18.4% |
| ASB Capital Management | 15 | 17.2% |
| Hardman Johnston Global Advisors | 14 | 16.1% |
| Loomis Sayles | 12 | 13.8% |
| Great Lakes Advisors | 11 | 12.6% |
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).