PIMCO
advisor172 known aliases resolved via the canonical alias map
Market position · 2024
Plans served357-8 YoYRank #63 of mapped providers
Assets under administration$716.1B0.8%Market share · rank #17
Fees received$130MMedian $72,079/planSum across Schedule C direct + indirect
Net wins YoY-649 won · 55 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 PIMCO plan look like?
Service mix · median fees per plan
Count of plans where PIMCO 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 indirectly by plan; Investment management fees paid directly by planCode 28 | 304 | $40,490 | |
Investment management; Investment advisory (plan)Code 27 | 24 | $365,638 | |
Other fees; Investment management fees paid directly by planCode 51 | 8 | $265,307 | |
Other investment fees and expenses; Investment management fees paid indirectly by plan; Distribution (12b-1) feesCode 52 | 5 | $8,444 | |
Trustee (bank, trust company, or similar financial institution); Investment advisory (plan); Shareholder servicing fees; Participant loan processing; Trustee (directed); Other services; Distribution (12b-1) fees; Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Redemption fees; Float revenue; Investment management fees paid indirectly by plan; Investment management; Participant communicationCode 15 | 3 | $0 | |
Accounting (including auditing); Direct payment from the planCode 10 | 2 | $7,017 | |
Other servicesCode 49 | 2 | $4,187 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 2 | $660,013 |
Competitor overlap
Percent of PIMCO'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 PIMCO.
| Sponsor | From | Assets |
|---|---|---|
EXXON MOBIL CORPORATIONTX · 135409005-001 | BNY Mellon | $12.1B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | LMCG Investments LLC | $6.4B |
GENERAL DYNAMICS CORPORATIONVA · 131673581-070 | BlackRock | $4.1B |
GENERAL DYNAMICS CORPORATIONVA · 131673581-001 | Aon | $2.7B |
PENSION COMMITTEE UNDER TWIN CITY HOSPITALS - MINNESOTA NURSESMN · 416184922-001 | GSO Capital Partners | $2.4B |
CLEVELAND-CLIFFS STEEL LLCIL · 710871875-009 | John Hancock | $2.0B |
CARGILL, INCORPORATEDMN · 410177680-001 | Newton Investment Management | $2.0B |
CONSUMERS ENERGY COMPANYMI · 380442310-004 | Wellington Company LLP | $1.9B |
GENERAL DYNAMICS CORPORATIONVA · 131673581-002 | Aon | $1.8B |
CONSUMERS ENERGY COMPANYMI · 380442310-001 | Wellington Company LLP | $1.4B |
Plans lost in 2024
Appeared last year under PIMCO; not this year.
| Sponsor | To | Assets |
|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | PGIM | $57.4B |
3M COMPANYMN · 410417775-333 | Aon | $12.0B |
AON CORPORATIONGA · 363051915-020 | Vanguard | $6.2B |
NATIONWIDE MUTUAL INSURANCE COMPANYOH · 314177100-333 | (new plan) | $5.3B |
UNITED SERVICES AUTOMOBILE ASSOCIATIONTX · 740959140-001 | Fidelity Investments | $4.7B |
SIEMENS ENERGY, INC.FL · 133987280-021 | BNY Mellon | $3.5B |
QUAD/GRAPHICS, INC.WI · 391152983-003 | Mariner Institutional | $2.1B |
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | WITHUM | $2.0B |
CC SERVICES, INC.IL · 813990245-334 | NEW HERRITAGE III | $1.9B |
CONNECT HOLDING II LLC D/B/A BRIGHTSPEEDNC · 873811759-200 | Crowe | $1.9B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MICROSOFT CORPORATIONWA · 911144442-001 | $65.6B | 183,509 | $2M | 10y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $3M | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $1M | 10y | 2 |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $1M | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $4M | 10y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $3M | 10y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $974,505 | 10y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $2M | 10y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $675,498 | 8y | 1 |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $4M | 10y | - |
Flag exposure
87.7%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 (172)
Raw Schedule C names collapsed into PIMCO.
- GARBELMAN WINSLOW CPA
- GARCIA & ORTIZ, P.A.
- GARCIA D
- GARCIA FIGUEROA & CO PAC
- GARCIA GARMAN & SHEA PS
- GARCIA HAMILITON & ASSOCIATES
- GARCIA S
- GARCIA, GARMAN & SHEA PC
- GARCIA, HAMILTON, & ASSOC
- GARCIA,/BANORTE-IXE
- GARCIA-FIGUEROA & CO PAC
- GOLMAN SACH & CO LLC
- GOLMAN SACHS ASSET MANAGEMENT
- GOLOMB, SCHWARTZ, & COVE
- GOLUB CAPITAL PATNERS INT'L 11, L.P
- GOLUB GROUP
- GOMEZ & COMPANY
- GOMEZ M
- GOMPER, COMISH & BARR
- GOMPERS, CORNISH & BARR
- GONZALEZ DORA
- GONZALEZ Y
- GONZALEZ, DORA
- GONZALEZ, LAZARO
- GONZALEZ, YVONNE
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 PIMCO'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 | 11 | 3.08% | 7.76% | -4.68 pp |
| Fidelity bond gap | 8 | 2.24% | 26.94% | -24.70 pp |
| Late contributions | 40 | 11.20% | 1.71% | +9.49 pp |
| Failed to provide benefit | 1 | 0.28% | 0.14% | +0.14 pp |
| Corrective distributions | 31 | 8.68% | 1.76% | +6.92 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 PIMCO. Compare to the incumbent market share (0.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.5 pp vs incumbent
Frequent partners by role
Who else shows up on PIMCO'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 |
|---|---|---|
| Groom Law Group, Chartered | 12 | 3.4% |
| Morgan Lewis & Bockius LLP | 9 | 2.5% |
| Jenner & Block LLP | 6 | 1.7% |
| Seyfarth Shaw LLP | 6 | 1.7% |
| Slevin & Hart PC | 6 | 1.7% |
| Barlow Coughran Morales & Josephson | 5 | 1.4% |
| Covington & Burling LLP | 4 | 1.1% |
| Proskauer Rose LLP | 4 | 1.1% |
| Baum Sigman Auerbach & Neuman, Ltd. | 3 | 0.8% |
| McDermott Will & Emery LLP | 3 | 0.8% |
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).