WILMINGTON TRUST
103 known aliases resolved via the canonical alias map
Market position · 2024
Plans served146+5 YoYRank #147 of mapped providers
Assets under administration$17.3B0.0%Market share · rank #771
Fees received$6MMedian $27,817/planSum across Schedule C direct + indirect
Net wins YoY+630 won · 24 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 WILMINGTON TRUST plan look like?
Service mix · median fees per plan
Count of plans where WILMINGTON TRUST ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan); Investment managementCode 27 | 47 | $32,293 | |
Trustee (directed); Custodial (securities); Trustee (bank, trust company, or similar financial institution)Code 19 | 30 | $26,767 | |
Trustee (bank, trust company, or similar financial institution); Other services; Direct payment from the planCode 21 | 24 | $30,740 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Other fees; Direct payment from the planCode 15 | 11 | $22,200 | |
Shareholder servicing fees; Investment managementCode 28 | 9 | $17,500 | |
Other feesCode 99 | 6 | $16,522 | |
Trustee (directed)Code 25 | 5 | $39,274 | |
Investment advisory (participants); Direct payment from the planCode 26 | 4 | $20,371 |
Competitor overlap
Percent of WILMINGTON TRUST'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 WILMINGTON TRUST.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | SOUTHERN BENEFIT ADMINISTRATORS | $1.2B |
BOARD OF TRUSTEES I.U.O.E. LOCAL 14-14B PENSION FUNDNY · 112392157-001 | LSV ASSET MANAGEMENT | $328M |
ASTRONICS CORPORATIONNY · 160959303-001 | THE VANGUARD GROUP, INC. | $325M |
TRUSTEES OF LOCAL NO. 41 PENSION PLANNY · 160851799-001 | M&T INVESTMENT GROUP | $263M |
PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANYPA · 230961349-001 | CONNING, INC. | $212M |
SYRACUSE ORTHOPEDIC SPECIALISTS, PCNY · 160992982-004 | FIDELITY INVESTMENTS INSTITUTIONAL | $107M |
BOARD OF TRUSTEES OF UNION MUTUAL FUND PENSION PLANNY · 226073058-001 | THE SEGAL COMPANY | $64M |
SPIRAX SARCO, INC.SC · 232239452-028 | HIRTLE, CALLAGHAN & COMPANY | $58M |
THE HILLIARD CORPORATIONNY · 160480520-001 | CHEMUNG CANAL TRUST COMPANY | $53M |
CIPRIANI & WERNER, P.C.PA · 251779527-001 | STANCORP FINANCIAL GROUP | $50M |
Plans lost in 2024
Appeared last year under WILMINGTON TRUST; not this year.
| Sponsor | To | Assets |
|---|---|---|
LIGGETT & MYERS HOLDINGS INC.FL · 510413146-002 | (new plan) | $48M |
APCO WORLDWIDE LLCDC · 133627625-001 | HIGHTOWER ADVISORS LLC | $44M |
MID-SOUTH REGIONAL COUNCIL LOCAL 318 MONEY PURCHASE PENSION TRUSTTN · 630875713-001 | ULLICO | $41M |
LIGGETT & MYERS HOLDINGS INC.FL · 510413146-001 | (new plan) | $39M |
KNOUSE FOODS COOPERATIVE, INC.PA · 231324775-001 | RUSSELL TRUST COMPANY | $27M |
KNOUSE FOODS COOPERATIVE, INC.PA · 231324775-002 | RUSSELL TRUST COMPANY | $17M |
POWER-FLO TECHNOLOGIES, INC.NY · 113290164-002 | ASSOCIATED PENSION CONSULTANTS | $16M |
MAXISIQ, INCVA · 201538682-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $16M |
DEDICATED TO WOMEN OB-GYN PADE · 510113183-002 | (new plan) | $11M |
ICM CONTROLS CORPNY · 352173750-001 | CADARET GRANT & CO INC | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | $1.2B | 51,643 | $18,009 | 1y | - |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $122,238 | 2y | - |
DENTONS US LLPIL · 361796730-001 | $999M | 2,649 | $23,785 | 7y | 1 |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | $884M | 8,480 | $45,017 | 5y | - |
BOARD OF TRUSTEES, PACIFIC COAST BENEFITS TRUST FUNDWA · 911032878-001 | $838M | 176,003 | $167,003 | 7y | - |
JOINT BOARD OF TRUSTEES OF DISTRICT 9 I.A.M & A.W. PENSION TRUSTMO · 510138317-001 | $749M | 13,905 | $71,750 | 7y | - |
BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUSTOH · 346596899-001 | $671M | 3,162 | $0 | 6y | - |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | $651M | 163,954 | $23,615 | 2y | 2 |
JOINT PENSION FUND LOCAL UNION 164 IBEWNJ · 226031199-001 | $599M | 4,105 | $38,575 | 8y | - |
CHRISTIANA CARE HEALTH SERVICES, INC.DE · 510103684-001 | $599M | 4,725 | $168,509 | 10y | - |
Flag exposure
89.0%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 (103)
Raw Schedule C names collapsed into WILMINGTON TRUST.
- M & T INV (WILMINGTON TRUST)
- M&T BANK TRUST & PENSION SERVICES
- M&T BANK/WILLMINGTON TRUST
- M&T INVEST SERV WILMINGTON TRUST
- M&T TRUST CO (DBA WILMINGTON TRUST)
- M&T WILMINGTON TRUST COMPANY
- MANUFACTURERS & TRADERS TRUST CO
- MANUFACTURERS AND TRADERS TRUST
- MANUFACTURERS AND TRADERS TRUST CO
- MANUFACTURERS AND TRADERS TRUST CO.
- MANUFACTURERS AND TRADERS TRUST COM
- MANUFACTURERS AND TRUST CO
- PENCHECKS TRUST COMPANY OF AMERICA
- SEI PRIVACY TRUST COMPANY
- THE MANUFACTURERS AND TRADERS TRUST
- THE MANUFACTURERS AND TRADES TRUST
- THE WILMINGTON TRUST COMPANY
- WILMINGTON
- WILMINGTON FUNDS CORPORATION
- WILMINGTON FUNDS MANAGEMENT CORPORA
- WILMINGTON TRUST
- WILMINGTON TRUST (20-3802168)
- WILMINGTON TRUST (20-3802445)
- WILMINGTON TRUST (20-3802495)
- WILMINGTON TRUST (38-4065329)
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 WILMINGTON TRUST'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 | 7 | 4.79% | 7.76% | -2.97 pp |
| Fidelity bond gap | 1 | 0.68% | 26.94% | -26.26 pp |
| Late contributions | 13 | 8.90% | 1.71% | +7.19 pp |
| Failed to provide benefit | 2 | 1.37% | 0.14% | +1.23 pp |
| Corrective distributions | 25 | 17.12% | 1.76% | +15.36 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 WILMINGTON TRUST. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).