WASATCH ADVISORS
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-3 YoYRank #1319 of mapped providers
Assets under administration$41.3B0.1%Market share · rank #372
Fees received$4MMedian $73,876/planSum across Schedule C direct + indirect
Net wins YoY-31 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 WASATCH ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where WASATCH ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Shareholder servicing feesCode 28 | 8 | $94,548 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 | |
Sub-transfer agency feesCode 60 | 1 | $0 |
Competitor overlap
Percent of WASATCH ADVISORS'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 WASATCH ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | HEALTH MANAGEMENT SYSTEMS, INC. | $16.9B |
Plans lost in 2024
Appeared last year under WASATCH ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
STURDY MEMORIAL HOSPITAL INCMA · 042768252-001 | MERCER | $387M |
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | FEINBERG, DUMONT & BRENNAN | $250M |
GIRL SCOUTS OF THE USANY · 131624016-001 | WILLIS TOWERS WATSON US LLC | $86M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 1y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $87,301 | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $2M | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $1M | 10y | - |
EQUIFAX, INCGA · 580401110-003 | $1.5B | 9,989 | $0 | 6y | 1 |
IDAHO POWER COMPANYID · 820130980-001 | $971M | 4,728 | $402,649 | 10y | - |
SELECTIVE INSURANCE COMPANY OF AMERICANJ · 221272390-002 | $764M | 3,749 | $0 | 2y | - |
GIRL SCOUTS OF THE USANY · 131624016-002 | $430M | 6,669 | $60,450 | 10y | - |
TIDALHEALTH, INC.MD · 522132761-001 | $163M | 5,981 | $101,794 | 4y | - |
TRUSTEES - IRON WORKERS MID-SOUTH PENSION FUNDTX · 726032179-001 | $156M | 3,045 | $0 | 9y | - |
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 (10)
Raw Schedule C names collapsed into WASATCH ADVISORS.
- WASATCH
- WASATCH ADVISORS
- WASATCH ADVISORS INC
- WASATCH ADVISORS INC.
- WASATCH ADVISORS LP
- WASATCH ADVISORS, INC.
- WASATCH ADVISORTS
- WASATCH FUNDS
- WASATCH FUNDS TRUST
- WASATCH GLOBAL INVESTORS
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 WASATCH ADVISORS'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 | 10.00% | 1.76% | +8.24 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 WASATCH ADVISORS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent