DORSEY & WHITNEY LLP
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7Rank #1681 of mapped providers
Assets under administration$2.8B0.0%Market share · rank #2642
Fees received$100,563Median $11,207/planSum across Schedule C direct + indirect
Net wins YoY+03 won · 3 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 DORSEY & WHITNEY LLP plan look like?
Service mix · median fees per plan
Count of plans where DORSEY & WHITNEY LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 6 | $14,666 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $10,061 |
Competitor overlap
Percent of DORSEY & WHITNEY 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 DORSEY & WHITNEY LLP.
| Sponsor | From | Assets |
|---|---|---|
HORMEL FOODS CORPORATIONMN · 410319970-050 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.2B |
HORMEL FOODS CORPORATIONMN · 410319970-002 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | $333M |
ARNEL DEVELOPMENT COMPANYCA · 952553658-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $20M |
Plans lost in 2024
Appeared last year under DORSEY & WHITNEY LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
HORMEL FOODS CORPORATIONMN · 410734466-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $269M |
HORMEL FOODS CORPORATIONIL · 363889635-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $172M |
KEMPER CORPORATIONIL · 954255452-002 | (new plan) | $20M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HORMEL FOODS CORPORATIONMN · 410319970-050 | $1.2B | 6,816 | $9,985 | 1y | 1 |
HORMEL FOODS CORPORATIONMN · 410319970-001 | $985M | 11,855 | $18,125 | 5y | - |
HORMEL FOODS CORPORATIONMN · 410319970-002 | $333M | 7,619 | $25,498 | 4y | - |
HORMEL FOODS CORPORATIONMN · 410319970-051 | $192M | 4,018 | $18,730 | 3y | - |
BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORSIN · 351843702-001 | $63M | 676 | $10,061 | 7y | - |
ARNEL DEVELOPMENT COMPANYCA · 952553658-001 | $20M | 236 | $11,207 | 1y | - |
FARM CREDIT LEASING SERVICES CORP.CO · 411482186-001 | $0 | 0 | $6,957 | 3y | 1 |
Flag exposure
100.0%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 (8)
Raw Schedule C names collapsed into DORSEY & WHITNEY LLP.
- DORSEY & WHITNEY
- DORSEY & WHITNEY LLC
- DORSEY & WHITNEY LLP
- DORSEY & WHITNEY, LLC
- DORSEY & WHITNEY, LLP
- DORSEY AND WHITNEY
- DORSEY AND WHITNEY LLP
- DORSEY WRIGHT & ASSOCIATES
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 DORSEY & WHITNEY 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 | 1 | 14.29% | 7.76% | +6.52 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 14.29% | 1.71% | +12.57 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 DORSEY & WHITNEY LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent