MCSOLEY MCCOY & CO
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16+2 YoYRank #911 of mapped providers
Assets under administration$3.7B0.0%Market share · rank #2231
Fees received$234,792Median $12,871/planSum across Schedule C direct + indirect
Net wins YoY+23 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 MCSOLEY MCCOY & CO plan look like?
Service mix · median fees per plan
Count of plans where MCSOLEY MCCOY & CO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Accounting (including auditing)Code 10 | 15 | $13,741 | |
Other feesCode 99 | 1 | $9,000 |
Competitor overlap
Percent of MCSOLEY MCCOY & CO'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 MCSOLEY MCCOY & CO.
| Sponsor | From | Assets |
|---|---|---|
CHAMPLAIN COLLEGE INCORPORATEDVT · 030220266-002 | TIAA | $116M |
ALICE HYDE MEDICAL CENTERNY · 150346515-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $57M |
CENTRAL VERMONT MEDICAL CENTERVT · 824063645-001 | RYAN LABS ASSET MANAGEMENT | $0 |
Plans lost in 2024
Appeared last year under MCSOLEY MCCOY & CO; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC.VT · 030179603-004 | (new plan) | $23,877 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLANVT · 030219309-006 | $2.2B | 17,083 | $35,000 | 8y | 1 |
CLARKSON UNIVERSITYNY · 150543659-001 | $373M | 1,574 | $14,000 | 2y | - |
CHAMPLAIN VALLEY PHYSICIANS HOSPITALNY · 141338471-001 | $335M | 3,091 | $15,000 | 3y | - |
GREEN MOUNTAIN POWER CORPORATIONVT · 030127430-003 | $243M | 724 | $19,000 | 10y | - |
GREEN MOUNTAIN POWER CORPORATIONVT · 030127430-001 | $149M | 904 | $25,000 | 9y | - |
CHAMPLAIN COLLEGE INCORPORATEDVT · 030220266-002 | $116M | 830 | $15,500 | 1y | - |
SAINT MICHAELS COLLEGE SERVICES, LLCVT · 030179403-001 | $97M | 1,120 | $10,400 | 8y | - |
ALICE HYDE MEDICAL CENTERNY · 150346515-002 | $57M | 732 | $12,000 | 2y | 1 |
CENTRAL IRRIGATION SUPPLY, INC.NY · 061290048-001 | $31M | 418 | $7,800 | 10y | - |
ELIZABETHTOWN COMMUNITY HOSPITALNY · 141364513-002 | $28M | 446 | $7,800 | 2y | 2 |
Flag exposure
81.3%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 (11)
Raw Schedule C names collapsed into MCSOLEY MCCOY & CO.
- MCSOLEY MCCOY
- MCSOLEY MCCOY & CO
- MCSOLEY MCCOY & CO.
- MCSOLEY MCCOY & CO., CPA'S
- MCSOLEY MCCOY & COMPANY
- MCSOLEY MCCOY AND CO
- MCSOLEY MCCOY AND CO.
- MCSOLEY MCCOY CO
- MCSOLEY MCSOLEY & CO.
- MCSOLEY, MCCOY & CO., CPA'S
- MCSOLEY, MCCOY & COMPANY
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 MCSOLEY MCCOY & CO'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 | 2 | 12.50% | 7.76% | +4.74 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 | 1 | 6.25% | 0.14% | +6.11 pp |
| Corrective distributions | 3 | 18.75% | 1.76% | +16.99 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 MCSOLEY MCCOY & CO. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).