Massachusetts Financial Services Company
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served36-5 YoYRank #499 of mapped providers
Assets under administration$4.2B0.0%Market share · rank #2091
Fees received$934,416Median $0/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 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 Massachusetts Financial Services Company plan look like?
Service mix · median fees per plan
Count of plans where Massachusetts Financial Services Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid indirectly by plan; Custodial (securities)Code 19 | 19 | $0 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 14 | $0 | |
Other investment fees and expenses; Distribution (12b-1) fees; Investment management fees paid indirectly by planCode 52 | 2 | $21,321 | |
Investment management fees paid indirectly by plan; Direct payment from the plan; Distribution (12b-1) fees; Investment management fees paid directly by plan; Other feesCode 50 | 1 | $75 |
Competitor overlap
Percent of Massachusetts Financial Services 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 Massachusetts Financial Services Company.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Massachusetts Financial Services Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
BMO FINANCIAL CORP.IL · 510275712-001 | Empower | $4.5B |
LANDUS COOPERATIVEIA · 420243650-030 | Morningstar Investment Management | $74M |
THE JEWISH FEDERATIONS OF NORTH AMERICANY · 131624240-001 | October Three Consulting | $19M |
COLUMBIA REDUCTION COMPANYPA · 231380289-001 | Conrad M. Siegel Inc. | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MARATHON PETROLEUM COMPANY LPOH · 311537655-001 | $2.2B | 23,452 | $891,699 | 3y | - |
CLECO POWER LLCLA · 720244480-003 | $476M | 1,563 | $0 | 8y | - |
STEVENS & LEEPA · 231886296-002 | $281M | 546 | $0 | 10y | - |
AG PROCESSING INCNE · 420615016-030 | $187M | 1,690 | $0 | 10y | - |
CEMENT MASONS - EMPLOYERS PENSION TRUSTOR · 936073070-001 | $123M | 1,327 | $42,642 | 10y | - |
NEW COOPERATIVE, INC.IA · 421009976-030 | $114M | 1,675 | $0 | 10y | 1 |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | $101M | 665 | $0 | 5y | 1 |
EDWIN L. HEIM COMPANYPA · 231265924-001 | $88M | 231 | $0 | 10y | - |
HEARTLAND CO-OPIA · 420242420-030 | $55M | 981 | $0 | 10y | - |
COLLEGE FOR CREATIVE STUDIESMI · 381550064-002 | $50M | 942 | $75 | 9y | - |
Flag exposure
69.4%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 (10)
Raw Schedule C names collapsed into Massachusetts Financial Services Company.
- MASS FINANCIAL SERVICES
- MASSACHUSETTS FINANCIAL
- MASSACHUSETTS FINANCIAL SERVICES
- MASSACHUSETTS FINANCIAL SERVICES CO
- MASSACHUSETTS FINANCIAL SVC. CO.
- MFS FUNDS, MFS INTERNATIONAL
- MFS INSTL INTERNATIONAL EQUITY
- MFS INTERNATIONAL
- MFS INTERNATIONAL EQUITY CIT CL 3B
- MFS INTL DIVERSIFICATION R4
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 Massachusetts Financial Services 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 | 1 | 2.78% | 7.76% | -4.98 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 13.89% | 1.71% | +12.18 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 19.44% | 1.76% | +17.69 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 Massachusetts Financial Services 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 Massachusetts Financial Services 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 |
|---|---|---|
| Bradley L. Middleton, PC | 1 | 2.8% |
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).