ASSETMARK RETIREMENT SERVICES, INC.
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served25+3 YoYRank #629 of mapped providers
Assets under administration$20.4B0.0%Market share · rank #632
Fees received$2MMedian $57,594/planSum across Schedule C direct + indirect
Net wins YoY+38 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 ASSETMARK RETIREMENT SERVICES, INC. plan look like?
Service mix · median fees per plan
Count of plans where ASSETMARK RETIREMENT SERVICES, 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.)Code 15 | 11 | $72,378 | |
Investment management; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 5 | $7,744 | |
Investment management; Direct payment from the planCode 28 | 4 | $7,887 | |
Investment advisory (participants); Investment management fees paid directly by plan; Investment managementCode 26 | 2 | $35,327 | |
Plan Administrator; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 1 | $235,094 | |
Investment management; Securities brokerage; Custodial (securities); Investment advisory (participants); Investment management fees paid directly by planCode 19 | 1 | $0 | |
Investment management fees paid directly by plan; Investment management; Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $838,066 |
Competitor overlap
Percent of ASSETMARK RETIREMENT SERVICES, 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 ASSETMARK RETIREMENT SERVICES, INC..
| Sponsor | From | Assets |
|---|---|---|
YALE UNIVERSITYCT · 060646973-004 | TIAA | $874M |
UNIVERSITY OF DAYTONOH · 310536715-001 | TIAA | $667M |
UNIVERSITY OF DAYTONOH · 310536715-101 | TIAA | $382M |
SHARP REES-STEALY MEDICAL GROUP, INC.CA · 330106028-002 | TD AMERITRADE, INC. | $246M |
BATON ROUGE ORTHOPAEDIC CLINIC, LLCLA · 721460193-001 | REGIONS BANK | $83M |
EXTRACO CORPORATIONTX · 742137239-002 | EXTRACO BANKS | $60M |
HPH TRANSPORT, INC.IL · 813603833-001 | (new plan) | $422,815 |
Plans lost in 2024
Appeared last year under ASSETMARK RETIREMENT SERVICES, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
TULLY CONSTRUCTION CO., INC.NY · 112493726-001 | PCS RETIREMENT, LLC | $47M |
TOWER IMAGING, LLCFL · 591433551-004 | VALIC RETIREMENT SERVICES COMPANY | $12M |
ATLAS NAVIGATORS, LLCCO · 472544071-001 | WOODBURY FINANCIAL SERVICES | $7M |
CASCADIA SENIOR LIVING, LLCWA · 462174298-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $64,210 | 10y | 1 |
YALE UNIVERSITYCT · 060646973-001 | $8.3B | 25,753 | $93,464 | 3y | 1 |
YALE UNIVERSITYCT · 060646973-004 | $874M | 24,635 | $5,575 | 1y | 1 |
UNIVERSITY OF DAYTONOH · 310536715-001 | $667M | 6,345 | $6,246 | 1y | - |
UNIVERSITY OF DAYTONOH · 310536715-101 | $382M | 5,186 | $9,527 | 1y | - |
SHARP REES-STEALY MEDICAL GROUP, INC.CA · 330106028-002 | $246M | 917 | $6,917 | 1y | - |
PENCOR SERVICES, INC.PA · 240820653-002 | $175M | 1,617 | $838,066 | 6y | - |
QUANTUM PHYSICIAN SERVICES, LLCGA · 205012597-001 | $86M | 174 | $0 | 3y | 1 |
BATON ROUGE ORTHOPAEDIC CLINIC, LLCLA · 721460193-001 | $83M | 399 | $6,444 | 1y | 1 |
GILMORE & BELL, P.C.MO · 431611738-001 | $72M | 151 | $43,552 | 7y | - |
Flag exposure
88.0%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 (13)
Raw Schedule C names collapsed into ASSETMARK RETIREMENT SERVICES, INC..
- ASSET MARK
- ASSET MARK INC
- ASSETMARK
- ASSETMARK FINANCIAL INC.
- ASSETMARK INC
- ASSETMARK RETIREMENT SERVICES
- ASSETMARK RETIREMENT SERVICES, INC.
- ASSETMARK TRUST CO
- ASSETMARK TRUST COMPANY
- ASSETMARK TRUST COMPANYL
- ASSETMARK, INC
- ASSETMARK, INC.
- ASSETMARK,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 ASSETMARK RETIREMENT SERVICES, 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 | 1 | 4.00% | 26.94% | -22.94 pp |
| Late contributions | 6 | 24.00% | 1.71% | +22.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 12.00% | 1.76% | +10.24 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 ASSETMARK RETIREMENT SERVICES, 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