WITHUMSMITH+BROWN, PC
512 known aliases resolved via the canonical alias map
Market position · 2024
Plans served412-22 YoYRank #68 of mapped providers
Assets under administration$321.1B0.3%Market share · rank #42
Fees received$26MMedian $22,808/planSum across Schedule C direct + indirect
Net wins YoY-1986 won · 105 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 WITHUMSMITH+BROWN, PC plan look like?
Service mix · median fees per plan
Count of plans where WITHUMSMITH+BROWN, PC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; Accounting (including auditing)Code 10 | 277 | $24,700 | |
Legal; Direct payment from the planCode 29 | 29 | $16,733 | |
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 27 | $25,066 | |
Investment advisory (plan); Direct payment from the planCode 27 | 16 | $39,663 | |
Sub-transfer agency fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communication; Direct payment from the plan; Recordkeeping feesCode 15 | 14 | $13,486 | |
Direct payment from the plan; Consulting (general)Code 16 | 8 | $16,985 | |
Other services; Employee (plan)Code 30 | 8 | $22,756 | |
Other feesCode 99 | 7 | $17,680 |
Competitor overlap
Percent of WITHUMSMITH+BROWN, PC'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 WITHUMSMITH+BROWN, PC.
| Sponsor | From | Assets |
|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | WILSON-MCSHANE CORPORATION | $4.5B |
BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUSTCA · 956032478-001 | JOHNNY GARCIA | $3.5B |
ALLIANZ ASSET MANAGEMENT OF AMERICA LLCCA · 990994535-001 | CHARLES SCHWAB & CO., INC. | $2.2B |
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | BRANDYWINE GLOBAL INVESTMENT MGMT | $2.1B |
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | ARROWMARK PARTNERS | $1.9B |
KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC.NJ · 131921089-003 | LOCKTON INVESTMENT ADVISORS, LLC | $1.2B |
INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERSMD · 536001417-004 | METLIFE LIFE INSURANCE COMPANY | $888M |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | INDEPENDENT FINANCIAL PARTNERS | $700M |
EXTENSIS GROUP, LLCNJ · 861064991-333 | TRANSAMERICA RETIREMENT SOLUTIONS | $682M |
PLAN PROFESSIONALS, LLCNJ · 853213245-333 | MORGAN STANLEY SMITH BARNEY | $650M |
Plans lost in 2024
Appeared last year under WITHUMSMITH+BROWN, PC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | AMBASSADOR BUILDING LLC | $7.8B |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | THE BANK OF NEW YORK MELLON | $4.9B |
PENSION COMMITTEE OF THE MLB PLAYERS BENEFIT PLANMD · 510185287-001 | SCHULTHEIS & PANETTIERI, LLP | $4.2B |
PARKER HANNIFIN CORPORATIONOH · 340451060-080 | JPMORGAN INVEST HOLDINGS LLC | $3.7B |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENTWA · 916029051-001 | NORTHWEST CARPENTERS TRUST | $3.3B |
FRONTIER COMMUNICATIONS PARENT, INC.CT · 862359749-002 | STRATEGIC ADVISORS, INC. | $2.7B |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | AGILIS PARTNERS LLC | $2.6B |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | $1.8B |
BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO.OR · 936021114-001 | NUWEST INSURANCE SERVICES | $1.1B |
MEGGITT-USA, INC.OH · 953639799-001 | (new plan) | $802M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $223,080 | 3y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $286,685 | 6y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $155,110 | 8y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $525,385 | 3y | - |
THE DOW CHEMICAL COMPANYMI · 381285128-002 | $10.8B | 33,050 | $84,476 | 10y | 1 |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $78,360 | 10y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $87,078 | 3y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $192,860 | 3y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $454,229 | 8y | - |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $66,710 | 6y | - |
Flag exposure
90.0%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 (512)
Raw Schedule C names collapsed into WITHUMSMITH+BROWN, PC.
- ADAMS BROWN
- ADAMS BROWN BERAN & BALL
- ADAMS BROWN BERAN & BALL CHTD
- ADAMS BROWN LLC
- ADAMS BROWN STRATEGIC ALLIES
- ADAMS BROWN WEALTH CONSULTANTS
- ADAMS BROWN, LLC
- ADAMS, BROWN, BERAN & BALL
- ADAMS, BROWN, BERAN & BALL CHTD
- ADAMSBROWN WEALTH CONSULTANTS
- ADAMSBROWN WEALTH CONSULTANTS, LLC
- ALEX BROWN
- ALEX BROWN INV MANAGEMENT
- ALEX BROWN INVESTMENT MANAGEMENT
- ALEX BROWN INVESTMENT MANAGERS
- ATLAS BROWN, INC.
- BELL & BROWN WEALTH ADVISORS LLC
- BENJAMIN A BROWN
- BERMODY, BURKE & BROWN, CPAS, LLC
- BLUE ROCK ADVISORS/DONALD E BROWN
- BRITTINGHAM, BROWN, PRINCE,HANCOCK
- BROWN & ASSOCIATES PC
- BROWN & ASSOCIATES, PC
- BROWN & BROWN
- BROWN & BROWN CONSULTANTS
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 WITHUMSMITH+BROWN, PC'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 | 17 | 4.13% | 7.76% | -3.64 pp |
| Fidelity bond gap | 4 | 0.97% | 26.94% | -25.97 pp |
| Late contributions | 61 | 14.81% | 1.71% | +13.09 pp |
| Failed to provide benefit | 4 | 0.97% | 0.14% | +0.83 pp |
| Corrective distributions | 61 | 14.81% | 1.76% | +13.05 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 WITHUMSMITH+BROWN, PC. Compare to the incumbent market share (0.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.6 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).