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BASYS

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served11-9 YoYRank #1167 of mapped providers
Assets under administration$29.0B0.0%Market share · rank #449
Fees received$2MMedian $81,280/planSum across Schedule C direct + indirect
Net wins YoY-80 won · 8 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 BASYS plan look like?
Service mix · median fees per plan
Count of plans where BASYS ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Direct payment from the plan; Consulting (general)Code 16
5$95,443
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15
2$26,057
Other services; Other feesCode 49
2$343,564
Other feesCode 99
2$78,163
Competitor overlap
Percent of BASYS'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 BASYS.
SponsorFromAssets
Plans lost in 2024
Appeared last year under BASYS; not this year.
SponsorToAssets
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001
RIVERBRIDGE PARTNERS$6.7B
NECA-IBEW PENSION TRUST FUNDIL · 516029903-001
NATIONAL INVESTMENT SERVICES$1.3B
PIPE & REFRIGERATION FITTERS LOCAL 537MA · 516030859-001
CBIZ RETIREMENT PLAN SERVICES$828M
PIPEFITTERS LOCAL UNION NO.537MA · 042760802-002
BRIDGEWAY BENEFIT TECHNOLOGIES$662M
IRON WORKERS DISTRICT COUNCIL PHILA VICINITY RETIREMENT AND PENSIONNJ · 236529504-001
BRIDGEWAY BENEFIT TECHNOLOGIES$398M
PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUSTIA · 426086687-001
EMERGING MARKETS VALUE PORTFOLIO$293M
TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 ANNUITY FDIL · 366754873-002
BRIDGEWAY BENEFIT TECHNOLOGIES$194M
BOARD OF TRUSTEES - MIDWEST PENSION PLANIL · 366512748-001
JPMORGAN INVEST HOLDINGS LLC$127M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001
$12.2B54,107$403,28910y1
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001
$4.8B34,009$150,5385y-
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001
$3.4B27,598$40,8685y-
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEESMD · 141595069-001
$3.3B29,607$39,5702y-
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001
$2.7B30,539$647,5589y-
BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUNDCT · 223071963-001
$1.0B21,117$95,44310y-
BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FDNY · 135629824-001
$745M2,953$38,3284y-
BOARD OF TRUSTEES OF THE HRSA-ILA PENSION PLANVA · 540506055-001
$568M4,218$81,2806y-
BOARD OF TRUSTEES OF ST. LOUIS KANSAS CITY CARPENTERS REGIONAL ANNUITYMO · 371942230-002
$141M28,767$11,2453y-
JT. BD. OF TRUSTEES OF NATIONAL AUT SPRINKLER METAL TRADES PENSION FUNMD · 526133856-001
$22M1,738$5,7873y-
Flag exposure
90.9%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 (9)
Raw Schedule C names collapsed into BASYS.
  • BASYS
  • BASYS INC
  • BASYS INC.
  • BASYS LLC
  • BASYS SYSTEMS
  • BASYS, INC
  • BASYS, INC.
  • BASYS, INC/BRIDGEWAY TECHNOLOGIES
  • BASYS, LLC
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 BASYS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated19.09%7.76%+1.33 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered19.09%0.00%+9.09 pp
New-plan formation share
Share of plans filing for the first time each year that landed with BASYS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
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