Epoch Investment Partners
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-1 YoYRank #4812 of mapped providers
Assets under administration$7.7B0.0%Market share · rank #1458
Fees received$2MMedian $1M/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 Epoch Investment Partners plan look like?
Service mix · median fees per plan
Count of plans where Epoch Investment Partners 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 | 2 | $1,014,237 |
Competitor overlap
Percent of Epoch Investment Partners'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 Epoch Investment Partners.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Epoch Investment Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
GREATER BALTIMORE MEDICAL CENTERMD · 526049658-003 | Bolton Partners | $34M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $2M | 10y | - |
PARKVIEW HEALTH SYSTEM, INC.IN · 351972384-001 | $469M | 3,399 | $175,860 | 5y | - |
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 (8)
Raw Schedule C names collapsed into Epoch Investment Partners.
- EPOCH
- EPOCH INVESTMENT MANAGEMENT CO LLC
- EPOCH INVESTMENT PARTNERS
- EPOCH INVESTMENT PARTNERS INC
- EPOCH INVESTMENT PARTNERS, INC
- EPOCH INVESTMENT PARTNERS, INC.
- EPOCH INVESTMENT PARTNERS,INC.
- EPOCH INVESTMENTS PARTNERS, INC.
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 Epoch Investment Partners'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 Epoch Investment Partners. 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 Epoch Investment Partners'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 |
|---|---|---|
| Laner Muchin Ltd. | 1 | 50.0% |
| Tucker Arensberg | 1 | 50.0% |