O'CONNOR DAVIES, LLP
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-5 YoYRank #2108 of mapped providers
Assets under administration$2.7B0.0%Market share · rank #2686
Fees received$356,903Median $38,430/planSum across Schedule C direct + indirect
Net wins YoY-52 won · 7 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 O'CONNOR DAVIES, LLP plan look like?
Service mix · median fees per plan
Count of plans where O'CONNOR DAVIES, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 4 | $35,311 | |
Employee (plan); Direct payment from the planCode 30 | 1 | $181,832 |
Competitor overlap
Percent of O'CONNOR DAVIES, 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 O'CONNOR DAVIES, LLP.
| Sponsor | From | Assets |
|---|---|---|
COLLEGE BOARDNY · 131623965-003 | CAPFINANCIAL PARTNERS LLC | $599M |
ACORDA THERAPEUTICS, INC.NY · 133831168-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $0 |
Plans lost in 2024
Appeared last year under O'CONNOR DAVIES, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
MANHATTAN COLLEGENY · 131740468-001 | SENTINEL PENSION ADVISORS | $271M |
STONEHILL COLLEGEMA · 042104229-001 | KREIG DEVAULT, LLP | $206M |
CLEARESULT CONSULTING INC.TX · 721572984-001 | NFP RETIREMENT INC | $153M |
CONTINENTAL GRAIN COMPANYNY · 360947870-013 | PKF O'CONNOR DAVIES, LLP | $104M |
SHARP ELECTRONICS CORPORATIONNJ · 131968872-001 | PKF O'CONNOR DAVIES, LLP | $87M |
CHARLES RIVER APPAREL, INC.MA · 043283819-001 | (new plan) | $9M |
CONCEPTS OF INDEPENDENCE, INC.NY · 510239824-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIONY · 136817367-001 | $1.8B | 7,900 | $181,832 | 6y | - |
COLLEGE BOARDNY · 131623965-003 | $599M | 2,392 | $38,430 | 3y | - |
BOARD OF TRUSTEES TILE LAYERS UNION LOCAL NO. 52 NY PENSION FUNDNY · 135635004-001 | $165M | 1,823 | $77,200 | 10y | - |
SAINT ANNS SCHOOLNY · 112606681-001 | $97M | 630 | $27,250 | 3y | - |
ACORDA THERAPEUTICS, INC.NY · 133831168-001 | $0 | 0 | $32,191 | 1y | 1 |
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 (22)
Raw Schedule C names collapsed into O'CONNOR DAVIES, LLP.
- CONNOR MCMILLON MITCHELL SHENNUM
- CONNOR O DAVIS
- M. O'CONNOR
- O CONNOR & DREW PC
- O CONNOR AND DREW P.C.
- O'CONNOR & DREW
- O'CONNOR & DREW P.C
- O'CONNOR & DREW P.C.
- O'CONNOR & DREW PC
- O'CONNOR & DREW, P.C.
- O'CONNOR & DREW, PC
- O'CONNOR AND DREW
- O'CONNOR AND DREW PC
- O'CONNOR DAVIES
- O'CONNOR DAVIES LLP
- O'CONNOR DAVIES MUNNS & DOBBINS LLP
- O'CONNOR DAVIES, LLC
- O'CONNOR DAVIES, LLP
- O'CONNOR DAVIS, LLP
- O'CONNOR MALONEY CPA
- O'CONNOR, PAGANO AND GRUPAC
- PK O'CONNOR
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 O'CONNOR DAVIES, 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 | 1 | 20.00% | 7.76% | +12.24 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 | 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 O'CONNOR DAVIES, 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