WILSON-MCSHANE CORPORATION
27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served75+5 YoYRank #263 of mapped providers
Assets under administration$70.9B0.1%Market share · rank #213
Fees received$23MMedian $88,278/planSum across Schedule C direct + indirect
Net wins YoY+59 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 WILSON-MCSHANE CORPORATION plan look like?
Service mix · median fees per plan
Count of plans where WILSON-MCSHANE CORPORATION ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract AdministratorCode 13 | 49 | $123,477 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan; Contract Administrator; Accounting (including auditing); Claims processingCode 10 | 13 | $52,750 | |
Plan Administrator; Other servicesCode 14 | 8 | $42,252 | |
Claims processing; Contract Administrator; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 12 | 1 | $76,453 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $155,538 | |
Employee (plan sponsor)Code 35 | 1 | $65,601 | |
Direct payment from the planCode 50 | 1 | $44,577 | |
Account maintenance feesCode 65 | 1 | $5,200 |
Competitor overlap
Percent of WILSON-MCSHANE CORPORATION'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 WILSON-MCSHANE CORPORATION.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | BENESYS, INC. | $1.9B |
GREATER KANSAS CITY LABORERS PENSION PLANMO · 436141953-001 | AMERICAN REALTY ADVISORS | $395M |
PLUMBERS & STEAMFITTERS LOCAL 434 LOCAL 434WI · 391905166-001 | (new plan) | $115M |
BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED COMO · 436098247-002 | CLIFTONLARSONALLEN LLP | $63M |
BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUNDMI · 386142222-001 | TIC INTERNATIONAL CORPORATION | $30M |
BOARD OF TRUSTEES OF LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLMN · 823088747-001 | KUTAK ROCK LLP | $17M |
Plans lost in 2024
Appeared last year under WILSON-MCSHANE CORPORATION; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | THE RETIREMENT ADVANTAGE INC | $4.2B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $155,538 | 10y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $5M | 10y | - |
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | $3.6B | 19,523 | $65,601 | 9y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $2M | 4y | - |
PENSION COMMITTEE UNDER TWIN CITY HOSPITALS - MINNESOTA NURSESMN · 416184922-001 | $2.4B | 33,805 | $410,251 | 10y | - |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | $2.3B | 17,735 | $925,070 | 6y | - |
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | $2.1B | 33,266 | $2M | 10y | - |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | $2.0B | 18,016 | $889,199 | 10y | - |
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | $1.9B | 33,742 | $787,000 | 1y | - |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | $1.8B | 18,092 | $890,650 | 8y | - |
Flag exposure
90.7%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 (27)
Raw Schedule C names collapsed into WILSON-MCSHANE CORPORATION.
- P J WILSON LLC
- WILSON & COMPANY, INC.,
- WILSON DOWNING GROUP
- WILSON HERRERA
- WILSON JR, WILLIAM L.
- WILSON KOZICKI & GWENN PLLC
- WILSON KOZICKI & GWYNN LLC
- WILSON KOZICKI & GWYNN PLLC
- WILSON KOZICKI & GWYNN, PLLC
- WILSON MARKLE STUCKEY HA
- WILSON MARKLE STUCKEY HARDESTY & BO
- WILSON MCSHANE
- WILSON MCSHANE CORP
- WILSON MCSHANE CORP.
- WILSON MCSHANE CORPORATION
- WILSON PRINTING & GRAPHICS
- WILSON, CAROL
- WILSON, KOZICKI & GWYNN, PLLC
- WILSON, TRACIE
- WILSON-DESSAURE, SHARON
- WILSON-MC SHANE CORPORATION
- WILSON-MCSANE CORPORATION
- WILSON-MCSHANCE CORPORATION
- WILSON-MCSHANE
- WILSON-MCSHANE CORP
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 WILSON-MCSHANE CORPORATION'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 | 8 | 10.67% | 1.71% | +8.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 WILSON-MCSHANE CORPORATION. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).