DIAMOND HILL
17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11Rank #1190 of mapped providers
Assets under administration$22.8B0.0%Market share · rank #577
Fees received$3MMedian $92,986/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 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 DIAMOND HILL plan look like?
Service mix · median fees per plan
Count of plans where DIAMOND HILL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 10 | $113,121 | |
Employee (plan sponsor)Code 35 | 1 | $20 |
Competitor overlap
Percent of DIAMOND HILL'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 DIAMOND HILL.
| Sponsor | From | Assets |
|---|---|---|
DONSCO, INC.PA · 231744584-002 | BILTMORE FAMILY OFFICE LLC | $12M |
Plans lost in 2024
Appeared last year under DIAMOND HILL; not this year.
| Sponsor | To | Assets |
|---|---|---|
PIERCE MANUFACTURING, INC.WI · 390139830-001 | HUNTINGTON NATIONAL BANK | $147M |
CAROMONT HEALTH, INC.NC · 581636959-001 | MMA SECURITIES LLC | $113M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | $12.8B | 49,526 | $1M | 10y | - |
HIGHMARK HEALTHPA · 453674900-333 | $3.1B | 34,883 | $277,183 | 6y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $186,784 | 2y | - |
NORFOLK SOUTHERN CORPORATIONGA · 521188014-001 | $2.5B | 14,020 | $897,122 | 5y | - |
JOHN MUIR HEALTHCA · 941461843-001 | $630M | 7,089 | $64,303 | 10y | - |
GOLUB CORPORATIONNY · 140724820-001 | $366M | 10,395 | $92,986 | 10y | - |
IBEW JOINT PENSION FUND LOCAL 456NJ · 226238995-001 | $302M | 1,470 | $133,255 | 10y | - |
OSHKOSH CORPORATIONWI · 390520270-002 | $166M | 2,386 | $89,366 | 8y | - |
ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICESIA · 421484983-010 | $53M | 3,224 | $20 | 1y | 1 |
GOLUB CORPORATIONNY · 140724820-004 | $15M | 349 | $5,197 | 10y | - |
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 (17)
Raw Schedule C names collapsed into DIAMOND HILL.
- DH SMALL MID CAP I - DIAMOND HILL
- DIAMOND HILL
- DIAMOND HILL CAPITAL INC
- DIAMOND HILL CAPITAL MANAGEMENT
- DIAMOND HILL CAPITAL MANAGEMENT INC
- DIAMOND HILL CAPITAL MGMT
- DIAMOND HILL CAPITAL MGMT, INC.
- DIAMOND HILL CAPITAL MGMT.
- DIAMOND HILL INVESTMENTS
- DIAMOND-HILL
- DIAMOND-HILL FUNDS
- GS SMALL CAP GR INSIGHTS R6
- SMALL BUSINESS ASSOC. OF MICHIGAN P
- SMALL WORLD SOLUTIONS
- SMALL WORLD SOLUTIONS, LLC
- SMALL WORLD SYSTEMS
- U.S. SMALL CAP VALUE PORTFOLIO
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 DIAMOND HILL'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 | 1 | 9.09% | 1.71% | +7.38 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 | 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 DIAMOND HILL. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent