ABERDEEN ASSET MANAGEMENT, INC.
32 known aliases resolved via the canonical alias map
Market position · 2024
Plans served26-9 YoYRank #599 of mapped providers
Assets under administration$78.9B0.1%Market share · rank #187
Fees received$12MMedian $53,076/planSum across Schedule C direct + indirect
Net wins YoY-93 won · 12 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 ABERDEEN ASSET MANAGEMENT, INC. plan look like?
Service mix · median fees per plan
Count of plans where ABERDEEN ASSET MANAGEMENT, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage commissions and fees; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Other fees; Direct payment from the planCode 28 | 18 | $66,354 | |
Investment management fees paid directly by planCode 51 | 3 | $17,013 | |
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by planCode 21 | 2 | $17,458 | |
Investment management fees paid directly by plan; Custodial (securities)Code 19 | 1 | $603,750 | |
Investment management fees paid directly by plan; Direct payment from the plan; Soft dollars commissions; Investment management; Investment advisory (plan)Code 27 | 1 | $266,674 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of ABERDEEN ASSET MANAGEMENT, 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 ABERDEEN ASSET MANAGEMENT, INC..
| Sponsor | From | Assets |
|---|---|---|
NISOURCE INC.IN · 352108964-001 | ALIGHT SOLUTIONS LLC | $334M |
IRON WORKERS LOCAL NO. 12 PENSION FUNDCT · 141512731-001 | SEI INVESTMENTS | $31M |
Plans lost in 2024
Appeared last year under ABERDEEN ASSET MANAGEMENT, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | AMBASSADOR BUILDING LLC | $7.8B |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUNDMA · 042776873-001 | VICTORY | $3.7B |
BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' PENSION FUNDMA · 046128298-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $2.3B |
BD. OF TRUSTEES OF MASS. LABORERS ANNUITY FUNDMA · 046553616-001 | ROBERT HALF | $2.2B |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | WELFARE & PENSION ADMIN SERVICE INC | $1.1B |
DEUTSCHE BANK AMERICAS HOLDING CORPORATIONNY · 133645372-001 | NISA INVESTMENT ADVISORS, LLC | $1.1B |
NORTHERN INDIANA PUBLIC SERVICE COMPANYIN · 350552990-001 | DODGE & COX | $1.1B |
H N S MANAGEMENT COMPANY INCCT · 061002064-001 | USI CONSULTING GROUP | $288M |
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PAPA · 251283169-001 | GLOBAL RENEWABLE POWER INFRA III LP | $281M |
LOCAL 463 PENSION FUND BOARD OF TRUSTEESNY · 111800729-001 | JEAN ADAMS-MENCIK | $87M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 8y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $2M | 10y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $2M | 10y | 1 |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $803,659 | 8y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $971,927 | 8y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $822,922 | 10y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $3M | 10y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $603,750 | 6y | - |
VALERO ENERGY CORPORATIONTX · 741828067-005 | $2.6B | 11,896 | $266,674 | 10y | - |
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001 | $1.1B | 14,224 | $67,500 | 3y | - |
Flag exposure
100.0%Market: 89.2%
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 (32)
Raw Schedule C names collapsed into ABERDEEN ASSET MANAGEMENT, INC..
- ABERDEEN
- ABERDEEN ASSET
- ABERDEEN ASSET MANAGEMENT
- ABERDEEN ASSET MANAGEMENT INC
- ABERDEEN ASSET MANAGEMENT INC.
- ABERDEEN ASSET MANAGEMENT, INC
- ABERDEEN ASSET MANAGEMENT, INC.
- ABERDEEN ASSET MANAGEMENT, LLC
- ABERDEEN ASSET MANAGERS LIMITED
- ABERDEEN ASSET MGMT
- ABERDEEN ASSET MGMT, INC
- ABERDEEN ASSET MGMT, INC.
- ABERDEEN ASSET MGT., INC.
- ABERDEEN CAPITAL MANAGEMENT
- ABERDEEN CAPITAL MANAGEMENT, LLC
- ABERDEEN EMERGING MARKET EQUITY CIT
- ABERDEEN EMERGING MARKETS
- ABERDEEN EMERGING MARKETS EQUITY FU
- ABERDEEN EMERGING MARKETS SMALLER C
- ABERDEEN GLOBAL HIGH INCOME FUND
- ABERDEEN INVESTMENTS INC.
- ABERDEEN MANAGEMENT
- ABERDEEN STANDARD INVESTMENT INC.
- ABERDEEN STANDARD INVESTMENTS
- ABERDEEN STANDARD INVESTMENTS INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 ABERDEEN ASSET MANAGEMENT, 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 | 1 | 3.85% | 7.76% | -3.92 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 | 1 | 3.85% | 0.00% | +3.84 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ABERDEEN ASSET MANAGEMENT, 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