LYRICAL ASSET MANAGEMENT
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-2 YoYRank #1906 of mapped providers
Assets under administration$13.5B0.0%Market share · rank #961
Fees received$2MMedian $97,637/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 LYRICAL ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where LYRICAL ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 3 | $90,446 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 2 | $106,006 |
Competitor overlap
Percent of LYRICAL ASSET MANAGEMENT'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 LYRICAL ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under LYRICAL ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
QUAD/GRAPHICS, INC.WI · 391152983-003 | MARINER LLC | $2.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $2M | 10y | 1 |
BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUNDPA · 256135579-001 | $846M | 10,156 | $90,446 | 7y | - |
HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC.IL · 362123962-007 | $214M | 408 | $114,374 | 9y | - |
HENRY CROWN & COMPANY S LLCIL · 362123962-101 | $159M | 765 | $97,637 | 9y | - |
TRUSTEES OF SHEET METAL WORKERS LOCAL #20 SOUTH BEND AREA PENSION FUNDIN · 356054275-001 | $36M | 591 | $5,509 | 6y | - |
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 (7)
Raw Schedule C names collapsed into LYRICAL ASSET MANAGEMENT.
- LYRICAL ASSET MANAGEMENT
- LYRICAL ASSET MANAGEMENT LLC
- LYRICAL ASSET MANAGEMENT LP
- LYRICAL ASSET MGMT
- LYRICAL PARTNERS
- LYRICAL PARTNERS LP
- LYRICAL PARTNERS, L.P.
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 LYRICAL ASSET MANAGEMENT'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 | 0 | 0.00% | 1.71% | -1.71 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 | 1 | 20.00% | 0.00% | +20.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with LYRICAL ASSET MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent