FactSet Research Systems Inc.
other9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-2 YoYRank #1358 of mapped providers
Assets under administration$140.6B0.2%Market share · rank #97
Fees received$2MMedian $87,056/planSum across Schedule C direct + indirect
Net wins YoY-22 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 FactSet Research Systems Inc. plan look like?
Service mix · median fees per plan
Count of plans where FactSet Research Systems Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 3 | $271,375 | |
Direct payment from the plan; Copying and duplicatingCode 36 | 3 | $28,279 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 2 | $488,781 | |
Investment management; Direct payment from the planCode 28 | 1 | $177,774 | |
Other servicesCode 49 | 1 | $86,400 | |
Direct payment from the plan; Other feesCode 50 | 1 | $19,720 | |
Other investment fees and expensesCode 72 | 1 | $23,617 |
Competitor overlap
Percent of FactSet Research Systems Inc.'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 FactSet Research Systems Inc..
| Sponsor | From | Assets |
|---|---|---|
FEDEX CORPORATIONTN · 621721435-002 | ICE Data Indices, LLC | $26.6B |
Plans lost in 2024
Appeared last year under FactSet Research Systems Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UpToDate, Inc. | $16.2B |
3M COMPANYMN · 410417775-333 | Aon | $12.0B |
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 | $316,524 | 2y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $50,398 | 1y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $271,375 | 8y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $661,037 | 6y | - |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | $12.2B | 102,332 | $28,279 | 2y | - |
EXXON MOBIL CORPORATIONTX · 135409005-001 | $12.1B | 60,890 | $23,617 | 2y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | $9.3B | 246,785 | $22,151 | 2y | - |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $19,720 | 10y | - |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $299,689 | 7y | - |
TRAVELERS COMPANIES, INC.MN · 410518860-001 | $4.2B | 45,786 | $177,774 | 10y | - |
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 (9)
Raw Schedule C names collapsed into FactSet Research Systems Inc..
- CARMEL MGMT V, LLC
- CARMELL CHARONE ET AL
- CARMELL CHARONE WIDMER
- CARMELL CHARONE WIDMER MOSS & BAR
- FACTSET
- FACTSET RESEARCH SYSTEMS
- FACTSET RESEARCH SYSTEMS INC
- FACTSET RESEARCH SYSTEMS INC.
- FACTSET RESEARCH SYSTEMS, 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 FactSet Research Systems Inc.'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 FactSet Research Systems Inc.. 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 FactSet Research Systems Inc.'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 |
|---|---|---|
| WTW | 8 | 66.7% |
| Bloomberg LP | 7 | 58.3% |
| Mercer | 6 | 50.0% |
| NISA Investment Advisors | 6 | 50.0% |
| eVestment Alliance | 5 | 41.7% |
| PIMCO | 5 | 41.7% |
| Aon | 4 | 33.3% |
| Loomis Sayles | 3 | 25.0% |
| Pension Benefit Information LLC | 3 | 25.0% |
| Ridgeworth Capital Management | 3 | 25.0% |