FIFTH THIRD BANK RETIREMENT SERVICE
46 known aliases resolved via the canonical alias map
Market position · 2024
Plans served187-25 YoYRank #121 of mapped providers
Assets under administration$14.0B0.0%Market share · rank #899
Fees received$6MMedian $17,700/planSum across Schedule C direct + indirect
Net wins YoY-1911 won · 30 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 FIFTH THIRD BANK RETIREMENT SERVICE plan look like?
Service mix · median fees per plan
Count of plans where FIFTH THIRD BANK RETIREMENT SERVICE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan)Code 27 | 107 | $17,287 | |
Trustee (bank, trust company, or similar financial institution); Investment managementCode 21 | 26 | $30,424 | |
Trustee (bank, trust company, or similar financial institution); Investment management; Custodial (securities)Code 19 | 14 | $22,210 | |
Other feesCode 99 | 8 | $7,169 | |
Investment management fees paid indirectly by plan; Custodial (other than securities); Investment management fees paid directly by plan; Shareholder servicing fees; Securities brokerageCode 18 | 7 | $14,353 | |
Investment management; Investment management fees paid directly by planCode 28 | 6 | $24,319 | |
Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services; Trustee (bank, trust company, or similar financial institution)Code 15 | 5 | $13,355 | |
Trustee (directed)Code 25 | 4 | $28,689 |
Competitor overlap
Percent of FIFTH THIRD BANK RETIREMENT SERVICE'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 FIFTH THIRD BANK RETIREMENT SERVICE.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $884M |
JASPER HOLDINGS, INC.IN · 832826508-002 | WARREN AVERETT, LLC | $357M |
BRICKER GRAYDON, LLPOH · 314359739-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $199M |
SLATTS GROUP, LLCOH · 822600822-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $18M |
VOSS AUTOMOTIVE, INC.IN · 352017057-001 | (new plan) | $18M |
TWIN MED, LLCCA · 200725693-002 | SINGERLEWAK LLP | $16M |
BOARD OF TRUSTEES, ROOFERS LOCAL UNION NO. 86 PENSION FUNDMI · 316127876-001 | SOLXSYS ADMINISTRATIVE SOLUTIONS | $15M |
CANBERRA CORPORATIONOH · 341135262-001 | TD AMERITRADE, INC. | $13M |
BUCKNER HEAVYLIFT CRANES, LLCNC · 201840290-001 | COMMONWEALTH FINANCIAL NETWORK | $10M |
ALE-8-ONE BOTTLING COMPANY INC.KY · 610600657-001 | (new plan) | $8M |
Plans lost in 2024
Appeared last year under FIFTH THIRD BANK RETIREMENT SERVICE; not this year.
| Sponsor | To | Assets |
|---|---|---|
SUMMA HEALTHOH · 341887844-003 | BDO USA, LLP | $768M |
PLUMBERS, PIPEFITTERS & MECHANICAL EQUIPMENT SERVICE LOCAL UNION 392OH · 310655223-001 | GREAT GRAY TRUST COMPANY, LLC | $315M |
UNITED BANKSHARES, INC.WV · 550641179-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $228M |
WAREHOUSE SERVICES, INC.IN · 570830863-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $108M |
HOWARD & HOWARD ATTORNEYS PLLCMI · 263880752-002 | CHARLES SCHWAB & CO., INC. | $89M |
DISABLED AMERICAN VETERANSKY · 310263158-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $74M |
CASTELLINI COMPANY LLCKY · 760720073-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $51M |
IBEW LOCAL 688 PENSION PLANOH · 346700779-001 | (new plan) | $22M |
HAMILTON SAFE CO.OH · 310729027-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $19M |
GERCO HOLDINGS, INCOH · 341890417-001 | (new plan) | $18M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CINTAS CORPORATIONOH · 311188630-006 | $4.1B | 66,797 | $267,136 | 10y | - |
BOARD OF TRUSTEES,LABORERS PENSION TRUST FUND-DETROIT AND VICINITYMI · 516030973-001 | $886M | 11,153 | $66,689 | 10y | - |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | $884M | 8,480 | $17,193 | 1y | - |
WEST VIRGINIA LABORERS PENSION TRUST FUNDWV · 556026775-001 | $570M | 7,245 | $143,772 | 9y | - |
CROWN EQUIPMENT CORPORATIONOH · 344412691-001 | $503M | 3,356 | $98,329 | 10y | - |
BOARD OF TRUSTEES-HTL. & REST. EMP. LO.25&HTL ASSNMD · 526051390-001 | $357M | 11,610 | $6,998 | 10y | - |
JASPER HOLDINGS, INC.IN · 832826508-002 | $357M | 4,938 | $119,292 | 4y | 1 |
DEACONESS HEALTH SYSTEM, INC.IN · 351532889-333 | $262M | 3,835 | $162,418 | 10y | - |
PLIANT, LLCIN · 432107725-001 | $227M | 3,636 | $201,968 | 10y | - |
BOARD OF TRUSTEES HAGERSTOWN MOTOR CARRIERS ANDMD · 526045424-001 | $223M | 1,522 | $30,286 | 5y | - |
Flag exposure
87.2%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 (46)
Raw Schedule C names collapsed into FIFTH THIRD BANK RETIREMENT SERVICE.
- 522 FIFTH AVE 4TH FL
- FIFHT THIRD BANK
- FIFTH THIRD
- FIFTH THIRD ASSET MANAGEMENT
- FIFTH THIRD ASSET MANAGEMENT INC
- FIFTH THIRD ASSET MGMT
- FIFTH THIRD BANCORP
- FIFTH THIRD BANK
- FIFTH THIRD BANK (CENTRAL INDIANA)
- FIFTH THIRD BANK RET SERVICES
- FIFTH THIRD BANK RETIREMENT
- FIFTH THIRD BANK RETIREMENT PLAN SV
- FIFTH THIRD BANK RETIREMENT SER
- FIFTH THIRD BANK RETIREMENT SERV
- FIFTH THIRD BANK RETIREMENT SERV.
- FIFTH THIRD BANK RETIREMENT SERVIC
- FIFTH THIRD BANK RETIREMENT SERVICE
- FIFTH THIRD BANK RETIREMENT SRVCS
- FIFTH THIRD BANK RETIREMENT SVCS
- FIFTH THIRD BANK RETIREMENT SVCS.
- FIFTH THIRD BANK RETIREMTN SERVICES
- FIFTH THIRD BANK RETIRMENT SERVICE
- FIFTH THIRD BANK, NATIONAL
- FIFTH THIRD BANK, NATIONAL ASSOCIAT
- FIFTH THIRD CUSTODY
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 FIFTH THIRD BANK RETIREMENT SERVICE'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 | 7 | 3.74% | 7.76% | -4.02 pp |
| Fidelity bond gap | 2 | 1.07% | 26.94% | -25.87 pp |
| Late contributions | 14 | 7.49% | 1.71% | +5.77 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 27 | 14.44% | 1.76% | +12.68 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 FIFTH THIRD BANK RETIREMENT SERVICE. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 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).