WILSHIRE ASSOCIATES INCORPORATED
219 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1,738-97 YoYRank #16 of mapped providers
Assets under administration$89.1B0.1%Market share · rank #154
Fees received$5MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY-77260 won · 337 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 WILSHIRE ASSOCIATES INCORPORATED plan look like?
Service mix · median fees per plan
Count of plans where WILSHIRE ASSOCIATES INCORPORATED ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Real estate brokerage; Investment advisory (plan); Other investment fees and expensesCode 27 | 1,308 | $0 | |
Other investment fees and expenses; Consulting fees; Investment advisory (participants); Investment advisory (plan)Code 26 | 323 | $1,470 | |
Named fiduciaryCode 31 | 67 | $2,259 | |
Other investment fees and expenses; Investment management; Consulting (general); Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan)Code 16 | 23 | $4,935 | |
Shareholder servicing fees; Investment managementCode 28 | 7 | $9,484 | |
Direct payment from the plan; Consulting (pension)Code 17 | 4 | $138,000 | |
Plan AdministratorCode 14 | 1 | $0 | |
Shareholder servicing fees; Investment advisory (participants); Soft dollars commissions; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other insurance wrap fees; Distribution (12b-1) fees; Investment management; Float revenue; Sub-transfer agency feesCode 15 | 1 | $1,662 |
Competitor overlap
Percent of WILSHIRE ASSOCIATES INCORPORATED'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 WILSHIRE ASSOCIATES INCORPORATED.
| Sponsor | From | Assets |
|---|---|---|
XCEL ENERGY INC.MN · 410448030-001 | CRESCENT PRIVATE CREDIT PARTNERS | $1.2B |
XCEL ENERGY INC.MN · 410448030-008 | AMERICAN FUNDS | $860M |
CAPITOL BROADCASTING COMPANY, INC.NC · 560162085-001 | PRINCIPAL LIFE INSURANCE COMPANY | $125M |
AMERILIFE US, LLCFL · 510431043-001 | PRINCIPAL LIFE INSURANCE COMPANY | $102M |
NORCO, INC.ID · 820277763-001 | PINNACLE PENSION SERVICES | $100M |
SEE'S CANDIES, INC.CA · 940852350-004 | PRINCIPAL LIFE INSURANCE COMPANY | $86M |
WHEEL PROS, LLCCO · 270745738-001 | WOODBURY FINANCIAL SERVICES | $85M |
GIL-BAR INDUSTRIES INC.NY · 112812363-001 | FXP ADVISORY SERVICES LLC | $56M |
LONDEN INSURANCE GROUP, INC.AZ · 860182559-001 | PRINCIPAL LIFE INSURANCE COMPANY | $53M |
THE GREENERY, INC.SC · 561027469-002 | (new plan) | $45M |
Plans lost in 2024
Appeared last year under WILSHIRE ASSOCIATES INCORPORATED; not this year.
| Sponsor | To | Assets |
|---|---|---|
HYPERTHERM, INC.NH · 020274267-002 | PRINCIPAL LIFE INSURANCE COMPANY | $1.0B |
INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERSMD · 536001417-004 | WITHUMSMITH+BROWN, PC | $896M |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-333 | CHARLES SCHWAB & CO., INC. | $865M |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | RBC WEALTH MANAGEMENT | $384M |
COMMUNITY CARE PHYSICIANS PLLCNY · 141660131-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $321M |
HYPERTHERM, INC.NH · 020274267-001 | PRINCIPAL LIFE INSURANCE COMPANY | $263M |
CHARLOTTE PIPE AND FOUNDRY COMPANYNC · 560174030-002 | PRINCIPAL LIFE INSURANCE COMPANY | $258M |
LIFE CARE COMPANIES LLCIA · 272258399-001 | PRINCIPAL LIFE INSURANCE COMPANY | $255M |
FORD METER BOX COMPANY, INC.IN · 350315220-003 | MERRIL LYNCH | $147M |
DOUGLAS DYNAMICS, L.L.C.WI · 421623692-006 | PRINCIPAL LIFE INSURANCE COMPANY | $146M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $37,125 | 10y | - |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | $3.8B | 71,051 | $41,823 | 10y | 1 |
SANFORDND · 271218956-002 | $3.6B | 40,431 | $0 | 10y | 1 |
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATIONVA · 520741336-334 | $3.4B | 30,106 | $52,740 | 10y | 2 |
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATIONVA · 520741336-333 | $2.5B | 15,848 | $142,819 | 6y | - |
DELUXE CORPORATIONMN · 410216800-004 | $1.5B | 8,627 | $255,000 | 10y | 1 |
MATTEL, INC.CA · 951567322-002 | $1.3B | 7,416 | $75,000 | 4y | 1 |
XCEL ENERGY INC.MN · 410448030-001 | $1.2B | 11,750 | $13,268 | 8y | - |
LSI CORPORATIONPA · 942712976-003 | $922M | 5,181 | $1M | 3y | - |
THE NATIONAL EDUCATION ASSOCIATIONDC · 530115260-333 | $910M | 2,972 | $195,000 | 10y | 1 |
Flag exposure
84.6%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 (219)
Raw Schedule C names collapsed into WILSHIRE ASSOCIATES INCORPORATED.
- FIRST WILSHIRE SECURITIES
- PWILSHIRE ASSOCIATES INCORPORATED
- SINGERLEWAK 10960 WILSHIRE BLVD
- WELSHIRE ASSOCIATES INC (USA)
- WELSHIRE ASSOCIATES INCORPORATED
- WHILSHIRE ADVISORS LLC
- WHILSHIRE ASSOCIATES
- WHILSHIRE ASSOCIATES INC.
- WHILSHIRE ASSOCIATES INCORPORATED
- WHISHIRE ASSOCIATES INCORPORATED
- WHLSHIRE ADVISORS LLC
- WIHSHIRE ASSOCIATES INC. USA
- WIILSHIRE ASSOCIATES INCORPORATED
- WIISHIRE ASSOCIATES INCORPORATED
- WILHIRE ASSOCIATES INCORPORATIED
- WILKSHIRE ASSOCIATES INCORPORATED
- WILLISHIRE ASSOCIATES INCORPORATED
- WILLSHIRE ADVISIORS LLC
- WILLSHIRE ADVISORS
- WILLSHIRE ADVISORS LLC
- WILLSHIRE ADVISORS, LLC
- WILLSHIRE ASSOCIATED INCORPORATED
- WILLSHIRE ASSOCIATES
- WILLSHIRE ASSOCIATES INC
- WILLSHIRE ASSOCIATES INC (USA)
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 WILSHIRE ASSOCIATES INCORPORATED'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 | 45 | 2.59% | 7.76% | -5.17 pp |
| Fidelity bond gap | 105 | 6.04% | 26.94% | -20.90 pp |
| Late contributions | 427 | 24.57% | 1.71% | +22.86 pp |
| Failed to provide benefit | 7 | 0.40% | 0.14% | +0.26 pp |
| Corrective distributions | 401 | 23.07% | 1.76% | +21.31 pp |
| Loss discovered | 1 | 0.06% | 0.00% | +0.05 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WILSHIRE ASSOCIATES INCORPORATED. Compare to the incumbent market share (2.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-2.6 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).