VENABLE LLP
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19+3 YoYRank #794 of mapped providers
Assets under administration$9.9B0.0%Market share · rank #1183
Fees received$864,090Median $13,963/planSum across Schedule C direct + indirect
Net wins YoY+37 won · 4 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 VENABLE LLP plan look like?
Service mix · median fees per plan
Count of plans where VENABLE LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 15 | $15,296 | |
Other feesCode 99 | 2 | $33,600 | |
Consulting (general); Other feesCode 16 | 1 | $11,399 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $1,166 |
Competitor overlap
Percent of VENABLE 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 VENABLE LLP.
| Sponsor | From | Assets |
|---|---|---|
DREW UNIVERSITYNJ · 221487164-101 | FIDUCIENT ADVISORS LLC | $231M |
NEW YORK LAW SCHOOLNY · 135645885-001 | FIDUCIARY INVESTMENT ADVISORS | $165M |
SOUTHERN MARYLAND ELECTRIC COOPERATIVEMD · 520492367-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $129M |
SIDWELL FRIENDS SCHOOLDC · 530196519-001 | TIAA | $83M |
SOUTHERN MARYLAND ELECTRIC COOP.MD · 520492367-003 | PRUDENTIAL RETIREMENT INSURANCE AND | $70M |
TRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLANTN · 582437220-001 | JOHNSTON ASSET MANAGEMENT | $0 |
Plans lost in 2024
Appeared last year under VENABLE LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
STEVENSON UNIVERSITY, INC.MD · 520705392-010 | BDO USA, LLP | $102M |
INT'L ASSOC OF HEAT & FROST INS & ASBESTOS WORKERS LOCAL UNION 60FL · 596145377-001 | (new plan) | $40M |
BOARD OF TRUSTEES - HEAT & FROST INSULATORS LOCAL NO. 67 ANNUITYTN · 526117921-002 | SOUTHERN BENEFIT ADMINISTRATORS | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $362,151 | 10y | - |
GEN DIGITAL INC.AZ · 770181864-001 | $1.1B | 5,512 | $76,494 | 9y | 2 |
PERDUE FARMS INCMD · 520888853-001 | $708M | 20,923 | $10,967 | 10y | - |
ARCTERA US LLCCA · 993609606-001 | $615M | 2,503 | $62,170 | 1y | 2 |
OAK CREST VILLAGE, INC.MD · 521874053-002 | $295M | 13,949 | $1,166 | 9y | 1 |
TRUSTEES OF JACKSONVILLE PLUMBERS AND PIPEFITTERSTN · 596168181-001 | $288M | 1,915 | $13,963 | 4y | - |
DREW UNIVERSITYNJ · 221487164-101 | $231M | 1,453 | $15,296 | 1y | 1 |
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUNDWA · 822153627-001 | $180M | 4,798 | $118,134 | 8y | - |
NEW YORK LAW SCHOOLNY · 135645885-001 | $165M | 461 | $6,649 | 4y | - |
STAFFCO OF BROOKLYN, LLCNY · 274504501-001 | $155M | 4,010 | $10,078 | 4y | - |
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 (9)
Raw Schedule C names collapsed into VENABLE LLP.
- VENABLE
- VENABLE L.L.P
- VENABLE LAW FIRM, P.A
- VENABLE LAW FIRM, P.A.
- VENABLE LLC
- VENABLE LLP
- VENABLE, LLC
- VENABLE, LLP
- W. E. VENABLE
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 VENABLE 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 | 2 | 10.53% | 7.76% | +2.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 15.79% | 1.71% | +14.08 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 15.79% | 1.76% | +14.03 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 VENABLE LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent