THE MCKEOGH COMPANY
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served31-1 YoYRank #508 of mapped providers
Assets under administration$11.2B0.0%Market share · rank #1057
Fees received$2MMedian $54,000/planSum across Schedule C direct + indirect
Net wins YoY+01 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 THE MCKEOGH COMPANY plan look like?
Service mix · median fees per plan
Count of plans where THE MCKEOGH COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Direct payment from the plan; Consulting (pension); Actuarial; Redemption feesCode 11 | 30 | $58,000 | |
Consulting (pension); Direct payment from the planCode 17 | 1 | $12,000 |
Competitor overlap
Percent of THE MCKEOGH COMPANY'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 THE MCKEOGH COMPANY.
| Sponsor | From | Assets |
|---|---|---|
SHEET METAL WORKERS LO 194 INDUSTRIAL PENSION FUNDPA · 232203610-001 | PRIAC | $4M |
Plans lost in 2024
Appeared last year under THE MCKEOGH COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF IBEW LOCAL NO. 7 PENSION PLANCT · 042314259-001 | MORGAN STANLEY SMITH BARNEY | $67M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $310,134 | 9y | - |
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | $1.2B | 9,405 | $104,039 | 10y | - |
INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DEPA · 236405239-001 | $1.1B | 7,393 | $76,500 | 10y | - |
SHEET METAL WORKERS PENSION FUND OF LOCAL UNIONPA · 231494364-001 | $519M | 4,207 | $71,667 | 10y | - |
AMETEK, INC.PA · 141682544-001 | $519M | 3,502 | $159,294 | 10y | - |
TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLANMN · 900585687-001 | $319M | 2,214 | $105,000 | 8y | - |
PLUMBERS LOCAL 9 PENSION FUNDNJ · 510219541-001 | $308M | 1,867 | $27,500 | 7y | - |
BD TEES PLUMBERS LU 690 PEN FUNDPA · 236405018-001 | $284M | 1,673 | $90,474 | 10y | - |
ASBESTOS WORKERS PHILADELPHIA PENSION FUNDPA · 236406511-001 | $238M | 1,471 | $71,250 | 10y | - |
IBEW LOCAL 269 PENSION FUNDNJ · 237301491-001 | $220M | 1,589 | $24,250 | 6y | - |
Flag exposure
96.8%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 (5)
Raw Schedule C names collapsed into THE MCKEOGH COMPANY.
- MCKEOGH CO
- MCKEOGH COMPANY
- THE MCKEOGH CO
- THE MCKEOGH CO.
- THE MCKEOGH COMPANY
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 THE MCKEOGH COMPANY'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 THE MCKEOGH COMPANY. 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).