THOMPSON, SIEGEL & WALMSLEY
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2169 of mapped providers
Assets under administration$32.4B0.0%Market share · rank #434
Fees received$2MMedian $235,296/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 THOMPSON, SIEGEL & WALMSLEY plan look like?
Service mix · median fees per plan
Count of plans where THOMPSON, SIEGEL & WALMSLEY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 4 | $488,518 | |
Investment management fees paid directly by planCode 51 | 1 | $89,269 |
Competitor overlap
Percent of THOMPSON, SIEGEL & WALMSLEY'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 THOMPSON, SIEGEL & WALMSLEY.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under THOMPSON, SIEGEL & WALMSLEY; not this year.
| Sponsor | To | Assets |
|---|---|---|
KYANITE MINING CORPORATIONVA · 202599676-001 | FRANKLIN TEMPLETON | $25M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $811,667 | 9y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $741,739 | 4y | - |
HARLEY-DAVIDSON MOTOR COMPANY, INCWI · 391972791-001 | $1.9B | 7,834 | $89,269 | 3y | 1 |
ROCKWELL AUTOMATION, INC.WI · 251797617-002 | $1.8B | 14,801 | $235,296 | 9y | - |
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUNDTN · 586116699-001 | $166M | 1,274 | $12,131 | 6y | - |
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 (18)
Raw Schedule C names collapsed into THOMPSON, SIEGEL & WALMSLEY.
- THOMPSON SIEGEL & WALMSLEY
- THOMPSON SIEGEL & WALMSLEY LLC
- THOMPSON SIEGEL & WALMSLEY, LLC
- THOMPSON SIEGEL AND WALMSLEY LLC
- THOMPSON, SEIGEL & WALMLEY
- THOMPSON, SIEGAL & WALMSLEY LLC
- THOMPSON, SIEGAL, & WALMSLEY LLC
- THOMPSON, SIEGEL & WALMSLEY
- THOMPSON, SIEGEL & WALMSLEY LLC
- THOMPSON, SIEGEL & WALMSLEY, INC
- THOMPSON, SIEGEL & WALMSLEY, INC.
- THOMPSON, SIEGEL & WALMSLEY, LLC
- THOMPSON, SIEGEL AND WALMSLEY LLC
- THOMPSON, SIEGEL WALMSLEY
- THOMPSON, SIEGEL, & WALMSLEY
- THOMPSON, SIEGEL, AND WALMSLEY, LLC
- THOMPSON, SIEGEL, WALMSLEY
- THOMPSON,SIEGEL WALMSLEY
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 THOMPSON, SIEGEL & WALMSLEY'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 | 1 | 20.00% | 1.76% | +18.24 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 THOMPSON, SIEGEL & WALMSLEY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent