JHSON, O' CON, FERRON & CARUCCI LLP
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #2216 of mapped providers
Assets under administration$7.0B0.0%Market share · rank #1541
Fees received$128,989Median $22,169/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 JHSON, O' CON, FERRON & CARUCCI LLP plan look like?
Service mix · median fees per plan
Count of plans where JHSON, O' CON, FERRON & CARUCCI LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 3 | $32,000 | |
Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting feesCode 15 | 1 | $18,295 | |
Consulting (pension); Participant loan processingCode 17 | 1 | $22,169 |
Competitor overlap
Percent of JHSON, O' CON, FERRON & CARUCCI 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 JHSON, O' CON, FERRON & CARUCCI LLP.
| Sponsor | From | Assets |
|---|---|---|
NEW ENGLAND SINAI HOSPITAL, A STEWARD FAMILY HOSPITAL, INC.TX · 900813115-001 | BDO USA, LLP | $15M |
Plans lost in 2024
Appeared last year under JHSON, O' CON, FERRON & CARUCCI LLP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PHILIPS NORTH AMERICA LLCMA · 133429115-005 | $6.4B | 27,842 | $38,925 | 4y | 1 |
PHILIPS NORTH AMERICA LLCMA · 133429115-007 | $477M | 2,894 | $32,000 | 8y | - |
NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND, INC.MA · 043142739-001 | $73M | 361 | $22,169 | 2y | - |
EMPLOY, INC.CO · 562422812-001 | $32M | 851 | $18,295 | 2y | 1 |
NEW ENGLAND SINAI HOSPITAL, A STEWARD FAMILY HOSPITAL, INC.TX · 900813115-001 | $15M | 380 | $17,600 | 1y | - |
Flag exposure
80.0%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 (3)
Raw Schedule C names collapsed into JHSON, O' CON, FERRON & CARUCCI LLP.
- JHSON, O' CON, FERRON & CARUCCI LLP
- JOHNSON O'CONNOR FERON & CARUCCI LL
- JOHNSON OCONNOR FERON & CARUCCI LLP
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 JHSON, O' CON, FERRON & CARUCCI 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 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 JHSON, O' CON, FERRON & CARUCCI 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