COLCHESTER GLOBAL INVESTORS LIMITED
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #3069 of mapped providers
Assets under administration$12.7B0.0%Market share · rank #1029
Fees received$567,639Median $83,262/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 COLCHESTER GLOBAL INVESTORS LIMITED plan look like?
Service mix · median fees per plan
Count of plans where COLCHESTER GLOBAL INVESTORS LIMITED ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan)Code 27 | 2 | $60,236 | |
Investment management fees paid directly by planCode 51 | 1 | $447,167 |
Competitor overlap
Percent of COLCHESTER GLOBAL INVESTORS LIMITED'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 COLCHESTER GLOBAL INVESTORS LIMITED.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under COLCHESTER GLOBAL INVESTORS LIMITED; not this year.
| Sponsor | To | Assets |
|---|---|---|
GREIF PACKAGING LLCOH · 363268123-002 | WILLIS TOWERS WATSON US LLC | $520M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $447,167 | 10y | 1 |
WHITE & CASE LLPNY · 135605970-007 | $280M | 451 | $83,262 | 5y | - |
WHITE & CASE LLPNY · 135605970-006 | $163M | 633 | $37,210 | 5y | - |
Flag exposure
66.7%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 (15)
Raw Schedule C names collapsed into COLCHESTER GLOBAL INVESTORS LIMITED.
- COLCHESTER
- COLCHESTER ADVISORY
- COLCHESTER GLBL INVT
- COLCHESTER GLOBAL BOND
- COLCHESTER GLOBAL FUND
- COLCHESTER GLOBAL INVESTORS
- COLCHESTER GLOBAL INVESTORS INC.
- COLCHESTER GLOBAL INVESTORS LIMITED
- COLCHESTER GLOBAL INVESTORS LMTD
- COLCHESTER GLOBAL INVESTORS LTD
- COLCHESTER GLOBAL INVESTORS LTD.
- COLCHESTER GLOBAL INVESTORS, INC.
- COLCHESTER GLOBAL INVESTORS, LTD
- COLCHESTER GLOBAL INVESTORS, LTD.
- COLCHESTER LOCAL MARKETS DEBT FUND
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 COLCHESTER GLOBAL INVESTORS LIMITED'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 | 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 | 33.33% | 0.00% | +33.33 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with COLCHESTER GLOBAL INVESTORS LIMITED. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent