MICROSOFT CORPORATION
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+3 YoYRank #2378 of mapped providers
Assets under administration$65.0B0.1%Market share · rank #248
Fees received$1MMedian $200,459/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 MICROSOFT CORPORATION plan look like?
Service mix · median fees per plan
Count of plans where MICROSOFT CORPORATION ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 4 | $228,578 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 2 | $138,227 |
Competitor overlap
Percent of MICROSOFT CORPORATION'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 MICROSOFT CORPORATION.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTALNY · 133507075-001 | NAPIER MARGARET EMANUELE | $2.3B |
Plans lost in 2024
Appeared last year under MICROSOFT CORPORATION; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $296,070 | 5y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $315,616 | 8y | - |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | $4.6B | 121,234 | $239,832 | 1y | - |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | $3.8B | 71,051 | $161,086 | 10y | 1 |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTALNY · 133507075-001 | $2.6B | 122,833 | $36,621 | 2y | 1 |
TRUSTEES OF MASSACHUSETTS SERVICE EMPLOYEES' PENSION FUNDMA · 046344921-001 | $0 | 0 | $23,778 | 1y | 1 |
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 (3)
Raw Schedule C names collapsed into MICROSOFT CORPORATION.
- MICROSOFT
- MICROSOFT CORPORATION
- MICROSOFT SERVICES
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 MICROSOFT CORPORATION'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 | 1 | 16.67% | 7.76% | +8.90 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 1 | 16.67% | 0.14% | +16.53 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 MICROSOFT CORPORATION. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent