THOMSON HORSTMANN & BRYANT
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-3 YoYRank #2718 of mapped providers
Assets under administration$2.8B0.0%Market share · rank #2746
Fees received$411,946Median $92,126/planSum across Schedule C direct + indirect
Net wins YoY-30 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 THOMSON HORSTMANN & BRYANT plan look like?
Service mix · median fees per plan
Count of plans where THOMSON HORSTMANN & BRYANT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Direct payment from the planCode 28 | 2 | $182,781 | |
Other services; Contract Administrator; Investment advisory (plan); Direct payment from the planCode 13 | 1 | $34,314 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $12,071 |
Competitor overlap
Percent of THOMSON HORSTMANN & BRYANT'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 THOMSON HORSTMANN & BRYANT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under THOMSON HORSTMANN & BRYANT; not this year.
| Sponsor | To | Assets |
|---|---|---|
MYLAN INC.PA · 251211621-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $1.1B |
IDAHO POWER COMPANYID · 820130980-001 | VICTORY | $938M |
INGRAM INDUSTRIES INC.TN · 620673043-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $573M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DARDEN RESTAURANTS, INC.FL · 593305930-044 | $1.6B | 210,222 | $34,314 | 4y | - |
BOARD OF TRUSTEES OF HAWAII LONGSHORE PENSION PLANHI · 990314293-001 | $430M | 1,452 | $215,623 | 10y | - |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 5 & IWEAWA · 521075473-001 | $425M | 2,354 | $149,938 | 10y | - |
YWCA RETIREMENT FUND, INC.NY · 131624231-001 | $407M | 11,316 | $12,071 | 4y | 1 |
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 (19)
Raw Schedule C names collapsed into THOMSON HORSTMANN & BRYANT.
- THOMSON BROCK LUGER & COMPANY
- THOMSON BROCK LUGER COMPANY
- THOMSON HINE LLP
- THOMSON HORSTMANN & BRYANT
- THOMSON HORSTMANN & BRYANT INC
- THOMSON HORSTMANN & BRYANT INC.
- THOMSON HORSTMANN & BRYANT, INC.
- THOMSON LEGAL & REG
- THOMSON REUTERS
- THOMSON REUTERS - WEST
- THOMSON REUTERS ENTERPRISES
- THOMSON REUTERS-WEST
- THOMSON REUTERS/WEST PUBLISING
- THOMSON RUETERS
- THOMSON WEST
- THOMSON, HORSTMANN & BRYANT
- THOMSON, HORSTMANN & BRYANT INC
- THOMSON, HORSTMANN & BRYANT, INC.
- THOMSON, SEIGEL, 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 THOMSON HORSTMANN & BRYANT'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 | 1 | 25.00% | 1.71% | +23.29 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 THOMSON HORSTMANN & BRYANT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent