PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. JANUS HENDERSON
All providers

JANUS HENDERSON

39 known aliases resolved via the canonical alias map

Market position · 2024

Plans served45Rank #368 of mapped providers
Assets under administration$27.4B0.0%Market share · rank #490
Fees received$2MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY+210 won · 8 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 JANUS HENDERSON plan look like?
Service mix · median fees per plan
Count of plans where JANUS HENDERSON ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28
41$0
Investment management fees paid indirectly by planCode 52
3$0
Investment advisory (plan); Recordkeeping fees; Direct payment from the plan; Redemption fees; Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Other services; Distribution (12b-1) fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Float revenue; Participant loan processing; Shareholder servicing feesCode 15
1$0
Competitor overlap
Percent of JANUS HENDERSON'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 JANUS HENDERSON.
SponsorFromAssets
TRAVELERS COMPANIES, INC.MN · 410518860-001
EASTERLY INVESTMENTS PARTNERS, LLC$4.2B
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUNDNY · 136190433-074
INTECH INVESTMENT MANAGEMENT LLC$2.0B
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUNDNY · 136358540-076
ONEDIGITAL INVESTMENT ADVISORS LLC$944M
DUFRESNE SPENCER GROUP HOLDINGS, LLCTN · 061668247-001
INVESCO$29M
NITE IZE, INC.CO · 841105569-001
T ROWE PRICE RPS INC$13M
OVERSEAS HARDWOODS COMPANYAL · 630709276-001
EMPLOYEE FIDUCIARY, LLC$12M
ENDOTRONIX, INC.IL · 260305050-001
(new plan)$9M
LIONEL, LLCNC · 133850060-001
GREAT-WEST LIFE & ANNUITY INSURANCE$7M
REVIVE HEALTH SENIOR CENTER, LLCNV · 832504049-001
(new plan)$3M
CREATURE COMFORTS BREWING COMPANY,GA · 455034383-001
(new plan)$2M
Plans lost in 2024
Appeared last year under JANUS HENDERSON; not this year.
SponsorToAssets
MARYLAND ELECTRICAL IND PENSIONWV · 521057284-001
AMERICAN REALTY ADVISORS$268M
QUANTUM IMAGING & THERAPEUTIC ASSOCIATES, INC.PA · 251792806-002
STRATEGIC ADVISORS, INC.$66M
DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.FL · 592049716-001
T ROWE PRICE RPS INC$26M
ACLARIS THERAPEUTICS INCPA · 460571712-001
AB FUNDS$12M
TANGENT TECHNOLOGIES, LLCIL · 611437265-001
ALLSPRING$9M
MAST TRUCKING, INC. RETIREMENT PLANOH · 341373437-001
T ROWE PRICE RPS INC$4M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001
$7.3B37,105$07y1
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001
$5.9B46,491$1M9y-
TRAVELERS COMPANIES, INC.MN · 410518860-001
$4.2B45,786$232,5792y-
BOARD OF TRUSTEESNY · 131764242-001
$2.6B56,488$181,2424y-
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUNDNY · 136190433-074
$2.0B19,759$363,4701y-
DANAHER CORPORATIONDC · 591995548-003
$1.9B21,071$214,2129y-
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUNDNY · 136358540-076
$944M19,994$97,2031y-
BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUSTOH · 346596899-001
$671M3,162$08y-
BOARD OF TRUSTEES OF THE INSULATORS AND ALLIED WORKERS NATIONAL PENSIOFL · 526038497-001
$597M7,203$120,9176y-
CAPITAL BLUE CROSSPA · 230455154-002
$508M2,883$07y-
Flag exposure
93.3%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 (39)
Raw Schedule C names collapsed into JANUS HENDERSON.
  • AMERICAN UNITED JANUS HENDERSON
  • HENDERSON FUNDS HENDERSON GLOBAL IN
  • HENDERSON GENEVA CAPITAL MGMT
  • HENDERSON GLOBAL INVESTORS
  • HENDERSON GLOBAL INVESTORS (NA) INC
  • HENDERSON GLOBAL INVESTORS NA
  • JANSUS HENDERSON
  • JANUS
  • JANUS ADVISOR INC
  • JANUS ANDERSON
  • JANUS CAPITAL
  • JANUS CAPITAL CORP
  • JANUS CAPITAL LLC
  • JANUS CAPITAL MANANGEMENT, LLC
  • JANUS DISTRIBUTORS, LLC
  • JANUS ENDERSON
  • JANUS FUND
  • JANUS FUNDS
  • JANUS GLOBAL
  • JANUS HECDERSON
  • JANUS HEDNERSON
  • JANUS HENDERSON
  • JANUS HENDERSON 84-0592523
  • JANUS HENDERSON 84-1458637
  • JANUS HENDERSON ENTERPRISE N
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 JANUS HENDERSON's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap36.67%26.94%-20.27 pp
Late contributions1124.44%1.71%+22.73 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions1328.89%1.76%+27.13 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with JANUS HENDERSON. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica