O'DONOGHUE & O'DONOGHUE
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served70+3 YoYRank #292 of mapped providers
Assets under administration$83.9B0.1%Market share · rank #294
Fees received$5MMedian $23,113/planSum across Schedule C direct + indirect
Net wins YoY+14 won · 3 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'DONOGHUE & O'DONOGHUE plan look like?
Service mix · median fees per plan
Count of plans where O'DONOGHUE & O'DONOGHUE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 67 | $23,215 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $15,141 | |
Trustee (individual); Direct payment from the planCode 20 | 1 | $50,578 | |
Insurance agents and brokersCode 22 | 1 | $11,369 |
Competitor overlap
Percent of O'DONOGHUE & O'DONOGHUE'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'DONOGHUE & O'DONOGHUE.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES, U.A. LOCAL 322 PENSION FUNDNJ · 216016638-001 | JENNINGS SIGMOND P.C. | $128M |
SENIOR SERVICE AMERICA, INC.MD · 521763637-001 | THE SEGAL COMPANY | $53M |
TRUSTEES OF BRICKLAYERS AND STONEMASONS LOCAL UNION 2 PENSION PLANVA · 546124583-001 | STACEY BRAUN ASSOCIATES, INC. | $10M |
BOARD OF TRUSTEES, LANDSCAPE, IRRIGATION AND LAWNCA · 581908778-001 | S.C. PIPE TRADES ADMIN. CORP. | $0 |
Plans lost in 2024
Appeared last year under O'DONOGHUE & O'DONOGHUE; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | KELLY PRESS INC | $15.8B |
PENSION PLAN OF INT'L UNION OF BRICKLAYE RS AND ALLIED CRAFTWORKERS, LVA · 236289032-001 | LAWRENCE C. MUSGROVE ASSOCIATES | $9M |
BOARD OF TRUSTEES-BRICKLAYERS LOCAL NO 1 OF RICHMOND FUNDVA · 546060633-001 | LAWRENCE C. MUSGROVE ASSOCIATES | $205,446 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $126,661 | 8y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $492,929 | 10y | 1 |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $1M | 10y | - |
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | $7.3B | 37,105 | $195,759 | 10y | 1 |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $343,896 | 10y | - |
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEESMD · 141595069-001 | $3.3B | 29,607 | $150,907 | 10y | - |
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | $1.9B | 76,992 | $225,719 | 8y | - |
BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLANPA · 226190618-001 | $1.6B | 46,326 | $16,016 | 6y | - |
SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUNDCA · 516108443-001 | $1.6B | 15,360 | $39,009 | 10y | - |
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 PENSION FUNDMA · 046013863-001 | $1.3B | 7,096 | $28,884 | 4y | - |
Flag exposure
87.1%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 (21)
Raw Schedule C names collapsed into O'DONOGHUE & O'DONOGHUE.
- O DONOGHUE & O DONOGHUE
- O' DONOGHUE & O' DONOGHUE
- O'DONOGHE & O'DONOGHUE
- O'DONOGHUE & O' DONOGHUE
- O'DONOGHUE & O'DONOGHU
- O'DONOGHUE & O'DONOGHUE
- O'DONOGHUE & O'DONOGHUE LLP
- O'DONOGHUE & O'DONOGHUE, LLP
- O'DONOGHUE & O'DONOOGHUE
- O'DONOGHUE AND O'DONOGHUE
- O'DONOGHUE AND O'DONOGHUE LLP
- O'DONOGHUE AND O'DONOGHUE, LLP
- O'DONOGHUE AND O'DONONGHUE
- O'DONOGHUE O'DONOGHUE, LLP
- O'DONOGUE & O'DONOGHUE
- ODONOGHUE & ODONOGHUE
- ODONOGHUE & ODONOGHUE LLP
- ODONOGHUE & ODONOGHUE, LLP
- ODONOGHUE AND ODONOGHUE
- ODONOGHUE AND ODONOGHUE LLP
- ODONOGHUE AND ODONOGHUE, 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 O'DONOGHUE & O'DONOGHUE'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 | 1.43% | 7.76% | -6.33 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 8.57% | 1.71% | +6.86 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 1.43% | 1.76% | -0.33 pp |
| Loss discovered | 1 | 1.43% | 0.00% | +1.43 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with O'DONOGHUE & O'DONOGHUE. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).