O'SULLIVAN ASSOCIATES
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served34-1 YoYRank #479 of mapped providers
Assets under administration$6.9B0.0%Market share · rank #1570
Fees received$1MMedian $47,198/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 O'SULLIVAN ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where O'SULLIVAN ASSOCIATES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Actuarial; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management fees paid directly by planCode 11 | 33 | $47,195 | |
Direct payment from the plan; Consulting (pension)Code 17 | 1 | $51,212 |
Competitor overlap
Percent of O'SULLIVAN ASSOCIATES'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'SULLIVAN ASSOCIATES.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under O'SULLIVAN ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
OPERATING ENGINEERS LOCAL NO. 825 PENSION FUNDNJ · 226033380-001 | $1.2B | 11,674 | $47,200 | 7y | - |
IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEESNY · 156035161-001 | $665M | 5,077 | $47,300 | 10y | - |
BD OF TRUSTEES-STRUCTURAL IW #1 PENSION PLANIL · 362872442-001 | $664M | 3,189 | $62,600 | 10y | - |
BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUNDNY · 516106510-001 | $664M | 3,554 | $73,215 | 10y | - |
BOARD OF TRUSTEES OF UNITED TEAMSTER PENSION FUND ANY · 135660513-002 | $343M | 6,859 | $88,800 | 10y | - |
ROOFERS LOCAL 149 PENSION FUNDMI · 381425819-001 | $334M | 2,553 | $56,682 | 10y | - |
JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 PENSION PLANMI · 386065579-001 | $286M | 2,629 | $37,683 | 10y | - |
TRUSTEES OF LOCAL NO. 41 PENSION PLANNY · 160851799-001 | $285M | 1,409 | $51,093 | 10y | - |
BOARD OF TRUSTEES OF PENSION FUND PRIVATE SANITATION UNION LOCAL 813 INY · 131975659-001 | $279M | 3,308 | $62,163 | 2y | - |
TRUSTEES OF LOCAL 697 I.B.E.W. & ELECT INDUSTRY PENSION FUNDIN · 516133048-001 | $246M | 1,796 | $47,195 | 10y | - |
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 (26)
Raw Schedule C names collapsed into O'SULLIVAN ASSOCIATES.
- DA SULLIVAN & SONS, INC
- O' SULLIVAN ASSOCIATES
- O'SULLIVAN & ASSOCIATES
- O'SULLIVAN AND ASSOCIATES
- O'SULLIVAN ASSOCIATES
- O'SULLIVAN ASSOCIATES INC
- O'SULLIVAN ASSOCIATES INC.
- O'SULLIVAN ASSOCIATES, INC
- O'SULLIVAN ASSOCIATES, INC.
- O'SULLIVAN ASSOCITES
- SULLIVAN BRUYETTE SPEROS & BLAYNEY
- SULLIVAN FIANCIAL ADVISORS
- SULLIVAN FINANCIAL ADVISORS
- SULLIVAN WARD ASHER & PATTON PC
- SULLIVAN WARD ASHER PATTON
- SULLIVAN WARD ASHER PATTON PC
- SULLIVAN, BARBARA A.
- SULLIVAN, WARD, ASHER & PATTON
- SULLIVAN, WARD, ASHER & PATTON P.C.
- SULLIVAN, WARD, ASHER & PATTON PC
- SULLIVAN, WARD, ASHER & PATTON, PC
- SULLIVAN, WARD, ASHER, & PATTON, PC
- SULLIVAN, WARD, PATTON, GLEESON
- SULLIVAN, WARD, PATTON, GLEESON & F
- SULLIVAN, WARD, PATTON, GLEESON PC
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'SULLIVAN ASSOCIATES'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 | 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'SULLIVAN ASSOCIATES. 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).