BDO USA, LLP
61 known aliases resolved via the canonical alias map
Market position · 2024
Plans served324+6 YoYRank #79 of mapped providers
Assets under administration$245.6B0.3%Market share · rank #57
Fees received$12MMedian $31,348/planSum across Schedule C direct + indirect
Net wins YoY+986 won · 77 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 BDO USA, LLP plan look like?
Service mix · median fees per plan
Count of plans where BDO USA, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Accounting (including auditing)Code 10 | 271 | $32,500 | |
Investment advisory (plan); Direct payment from the plan; Contract AdministratorCode 13 | 12 | $17,325 | |
Other feesCode 99 | 11 | $26,936 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Consulting fees; Consulting (pension); Direct payment from the planCode 15 | 8 | $25,693 | |
Consulting (general); Direct payment from the planCode 16 | 6 | $20,725 | |
Other services; Other feesCode 49 | 6 | $17,250 | |
Direct payment from the planCode 50 | 4 | $38,015 | |
Investment advisory (plan)Code 27 | 3 | $22,966 |
Competitor overlap
Percent of BDO USA, LLP'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 BDO USA, LLP.
| Sponsor | From | Assets |
|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-002 | WILLIS TOWERS WATSON US LLC | $7.3B |
SAS INSTITUTE INC.NC · 561133017-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $3.7B |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | FRONTIER CAPITAL MANAGEMENT | $2.9B |
THE MITRE CORPORATIONVA · 042239742-002 | TIAA | $2.8B |
THE NEW YORK TIMES COMPANYNY · 131102020-010 | GREAT LAKES ADVISORS, LLC | $985M |
ADVANCE PUBLICATIONS, INC.NY · 135576716-004 | MERCER | $911M |
SUMMA HEALTHOH · 341887844-003 | FIFTH THIRD BANK RETIREMENT SERVICE | $855M |
INGRAM MICRO INC.CA · 621644402-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $742M |
MASTEC, INC.FL · 650829355-002 | EXECUTIVE COMPENSATION AND EMPLOYEE | $736M |
TELEFLEX INCORPORATEDPA · 231147939-010 | MAILLIE LLP | $699M |
Plans lost in 2024
Appeared last year under BDO USA, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
EIDP, INC.DE · 510014090-001 | C STREET ADVISORY GROUP | $11.4B |
FIDELITY NATIONAL INFORMATION SERVICES, INC.FL · 371490331-001 | BARNES, IACCARINO & SHEPHERD LLP | $4.6B |
DUPONT DE NEMOURS, INC.DE · 811224539-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $3.2B |
STEWARD HEALTH CARETX · 272473240-001 | JOHNSONO'CONNORFERON&CAR | $1.8B |
ATRIUS MSO, LLCMN · 871803974-001 | FID INV INST OPS CO | $1.5B |
GRIFOLS SHARED SERVICES NA, INC.CA · 202533768-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.1B |
WEST MONROE PARTNERS, INC.IL · 461586202-001 | BAKER TILLY US, LLP | $694M |
BEACON SALES ACQUISITION, INC.VA · 364173366-001 | CHARLES SCHWAB & CO., INC. | $573M |
AERA ENERGY SERVICES COMPANYCA · 770456453-002 | STRATEGIC ADVISORS, INC. | $466M |
FIRST QUALITY ENTERPRISES INC.NY · 232744573-001 | MACIAS GINI & O'CONNELL LLP | $404M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $20,099 | 3y | 1 |
FORD MOTOR COMPANYMI · 380549190-001 | $17.8B | 138,666 | $228,567 | 6y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $98,926 | 5y | 1 |
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $20,099 | 3y | 1 |
FORD MOTOR COMPANYMI · 380549190-002 | $12.1B | 54,619 | $177,411 | 6y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $112,463 | 9y | - |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $388,211 | 6y | - |
DELTA AIR LINES, INC.GA · 580218548-002 | $7.3B | 81,907 | $47,806 | 2y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | $5.2B | 21,396 | $104,424 | 4y | - |
THE MITRE CORPORATIONVA · 042239742-001 | $5.1B | 19,699 | $40,550 | 2y | - |
Flag exposure
86.7%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 (61)
Raw Schedule C names collapsed into BDO USA, LLP.
- BDO
- BDO AMERICA
- BDO CANADA LLP
- BDO INVESTMENTS
- BDO LLP
- BDO LLP USA
- BDO PUERTO RICO PSC
- BDO PUERTO RICO, PSC
- BDO SEIDMAN
- BDO SEIDMAN LLP
- BDO SEIDMAN, LLP
- BDO SEIDMAN, P.C.
- BDO SIEDMAN LLP
- BDO SIEDMAN, LLP
- BDO SIEDMAN,LLP
- BDO US LLP
- BDO USA
- BDO USA , LLP
- BDO USA , P.C.
- BDO USA LLC
- BDO USA LLP
- BDO USA LLP (AUDITOR)
- BDO USA LLP - INVOIC
- BDO USA LLP - VA
- BDO USA P,C.
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 BDO USA, LLP'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 | 8 | 2.47% | 7.76% | -5.29 pp |
| Fidelity bond gap | 1 | 0.31% | 26.94% | -26.63 pp |
| Late contributions | 72 | 22.22% | 1.71% | +20.51 pp |
| Failed to provide benefit | 24 | 7.41% | 0.14% | +7.27 pp |
| Corrective distributions | 72 | 22.22% | 1.76% | +20.46 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 BDO USA, LLP. Compare to the incumbent market share (0.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.5 pp vs incumbent
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).