PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. WILMERHALE
All providers

WILMERHALE

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served5+1 YoYRank #2295 of mapped providers
Assets under administration$7.4B0.0%Market share · rank #1462
Fees received$55,196Median $8,088/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 WILMERHALE plan look like?
Service mix · median fees per plan
Count of plans where WILMERHALE ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Legal; Direct payment from the planCode 29
5$8,088
Competitor overlap
Percent of WILMERHALE'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 WILMERHALE.
SponsorFromAssets
REVVITY, INC.MA · 042052042-002
FID INV INST OPS CO$112M
Plans lost in 2024
Appeared last year under WILMERHALE; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-100
$3.5B11,069$12,8475y-
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-041
$1.4B10,213$5,3935y-
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-101
$1.4B15,625$5,2435y-
BOSE CORPORATIONMA · 042655386-001
$866M5,343$23,6255y-
REVVITY, INC.MA · 042052042-002
$112M1,462$8,0881y-
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 (3)
Raw Schedule C names collapsed into WILMERHALE.
  • WILMER HALE
  • WILMERHALE
  • WILMERHALE LLP
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 WILMERHALE's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with WILMERHALE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica