Thomas White International
advisor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3920 of mapped providers
Assets under administration$2.1B0.0%Market share · rank #2939
Fees received$120,484Median $43,402/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 Thomas White International plan look like?
Service mix · median fees per plan
Count of plans where Thomas White International ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 2 | $34,342 | |
Direct payment from the plan; Employee (plan)Code 30 | 1 | $51,801 |
Competitor overlap
Percent of Thomas White International'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 Thomas White International.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | Prudential Real Estate Investors | $1.8B |
Plans lost in 2024
Appeared last year under Thomas White International; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | $1.9B | 21,246 | $51,801 | 2y | - |
BOT BRICKLAYERS & ALLIED CRAFTWORKERS,L 2, ALBANY,NY PENS FDNY · 146075802-001 | $128M | 1,447 | $43,402 | 3y | - |
BOARD OF TRUSTEES, ROOFERS LOCAL NO. 74/NO. 203 PENSION FUNDNY · 166062398-001 | $78M | 798 | $25,281 | 4y | - |
Flag exposure
100.0%Market: 89.1%
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 (12)
Raw Schedule C names collapsed into Thomas White International.
- JENKINS & WYNNE INC.
- JENKS, BRIAN K.
- JENNA BAK
- THOMAS WHITE
- THOMAS WHITE GLOBAL EQUITY FUND
- THOMAS WHITE INTERNATIONAL
- THOMAS WHITE INTERNATIONAL LTD
- THOMAS WHITE INTERNATIONAL LTD.
- THOMAS WHITE INTERNATIONAL, LLP
- THOMAS WHITE INTERNATIONAL, LTD
- THOMAS WHITE INTERNATIONAL, LTD.
- THOMAS WHITE INTL LTD
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Thomas White International'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 | 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 Thomas White International. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Thomas White International's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Asher Kelly | 1 | 33.3% |
| Blitman & King LLP | 1 | 33.3% |
| Lipsitz Green Scime Cambria LLP | 1 | 33.3% |
| Novara Tesija Catenacci McDonald | 1 | 33.3% |
| Weisman, Young & Ruemenapp, P.C. | 1 | 33.3% |