PKF O'CONNOR DAVIES, LLP
65 known aliases resolved via the canonical alias map
Market position · 2024
Plans served106+3 YoYRank #182 of mapped providers
Assets under administration$60.2B0.1%Market share · rank #257
Fees received$3MMedian $18,875/planSum across Schedule C direct + indirect
Net wins YoY+440 won · 36 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 PKF O'CONNOR DAVIES, LLP plan look like?
Service mix · median fees per plan
Count of plans where PKF O'CONNOR DAVIES, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; Accounting (including auditing)Code 10 | 87 | $19,000 | |
Other feesCode 99 | 6 | $13,750 | |
Consulting feesCode 70 | 4 | $19,898 | |
Other fees; Consulting (general)Code 16 | 3 | $25,356 | |
Direct payment from the planCode 50 | 2 | $15,266 | |
Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting feesCode 15 | 1 | $11,600 | |
Investment advisory (plan)Code 27 | 1 | $24,250 | |
LegalCode 29 | 1 | $62,500 |
Competitor overlap
Percent of PKF 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 PKF O'CONNOR DAVIES, LLP.
| Sponsor | From | Assets |
|---|---|---|
WPP GROUP USA, INC.NY · 204031493-001 | BENCIVENGA WARD & COMPANY CPAS PC | $4.7B |
MONTEFIORE MEDICAL CENTERNY · 131740114-008 | METLIFE LIFE INSURANCE COMPANY | $4.3B |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | LANGLOIS | $1.3B |
WESTCHESTER MEDICAL CENTER ADVANCED PHYSICIAN SERVICES, P.CNY · 264709927-001 | GROOM LAW GROUP | $380M |
BON SECOURS CHARITY HEALTH SYSTEM, INCNY · 912135195-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $324M |
HEINEKEN USA, INC.NY · 131539933-003 | CAPFINANCIAL PARTNERS LLC | $209M |
CAROUSEL INDUSTRIES OF NORTH AMERICARI · 061502254-001 | PFK O'CONNOR DAVIES, LLP | $194M |
FOUNDATION PHYSICIANS MEDICAL GROUP, INC.CA · 320221884-001 | STRATEGIC ADVISORS, INC. | $117M |
BG-IC, LLCMA · 161758404-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $110M |
RYE COUNTRY DAY SCHOOLNY · 131740484-001 | TIAA | $108M |
Plans lost in 2024
Appeared last year under PKF O'CONNOR DAVIES, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
MANUFACTURERS AND TRADERS TRUST CO.NY · 160538020-004 | T ROWE PRICE RPS INC | $4.6B |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | F/M INVESTMENTS LLC | $1.6B |
SHARP ELECTRONICS CORPORATIONNJ · 131968872-003 | OCONNOR DAVIES, | $384M |
LIVANOVA USA, INC.TX · 760236465-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $233M |
THE NIGHTINGALE-BAMFORD SCHOOLNY · 131106710-001 | PFK O'CONNOR DAVIES, LLP | $101M |
MARYMOUNT MANHATTAN COLLEGENY · 131628206-002 | TIAA | $101M |
ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEEFL · 592170012-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $74M |
TUTOR PERINI CORPORATIONCA · 041717070-001 | HIGHTOWER ADVISORS LLC | $59M |
CONTINENTAL GRAIN COMPANYNY · 360947870-017 | THE VANGUARD GROUP, INC. | $53M |
THE SOLOMON R. GUGGENHEIM FOUNDATIONNY · 135562233-002 | BRINKER CAPITAL | $50M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $92,717 | 5y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007 | $8.4B | 60,528 | $63,135 | 5y | - |
WPP GROUP USA, INC.NY · 204031493-001 | $4.7B | 41,591 | $62,500 | 1y | 2 |
OMNICOM GROUP INC.NY · 131514814-004 | $4.5B | 42,833 | $144,900 | 10y | 1 |
MONTEFIORE MEDICAL CENTERNY · 131740114-008 | $4.3B | 25,425 | $43,750 | 8y | - |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTALNY · 133507075-001 | $2.6B | 122,833 | $6,033 | 1y | 1 |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-041 | $2.1B | 20,435 | $65,363 | 5y | - |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | $1.7B | 24,316 | $75,000 | 10y | - |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | $1.3B | 5,864 | $20,150 | 1y | - |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-002 | $729M | 14,828 | $67,500 | 10y | - |
Flag exposure
79.2%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 (65)
Raw Schedule C names collapsed into PKF O'CONNOR DAVIES, LLP.
- MUELLER & CO LLP DBA PKF MUELLER LL
- MUELLER&CO LLP DBA PKF MUELLER LLC
- PANNELL KERR FORSTER
- PANNELL KERR FORSTER OF TEXAS
- PANNELL KERR FORSTER OF TEXAS P.C.
- PANNELL KERR FORSTER OF TEXAS PC
- PANNELL KERR FORSTER OF TEXAS, P
- PANNELL KERR FORSTER OF TEXAS, P.C
- PANNELL KERR FORSTER OF TEXAS, P.C.
- PANNELL KERR FORSTER OF TEXAS, PC
- PANNELL KERR FORSTER OF TX PC
- PANNELL KERR FORSTER OF TX, PC
- PANNELL KERR FORSTER TEXAS
- PANNELL KERR FORSTER TX LLC
- PANNELL KERR FORSTER TX PC
- PANNELL KERR FOSTER OF TEXAS, PC
- PARNELL KERR FORRESTER TEXAS
- PKF
- PKF ACCOUNTANTS & BUSINESS ADVISORS
- PKF CERTIFIED PUBLIC ACCOUNTANTS
- PKF CERTIFIED PUBLIC ACCOUNTANTS A
- PKF JND PC
- PKF JND, P.C.
- PKF LLP
- PKF MUELLER
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 PKF 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 26 | 24.53% | 1.71% | +22.82 pp |
| Failed to provide benefit | 1 | 0.94% | 0.14% | +0.80 pp |
| Corrective distributions | 16 | 15.09% | 1.76% | +13.34 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 PKF O'CONNOR DAVIES, LLP. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).