U.S. BANCORP ASSET MANAGEMENT
advisor19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+2 YoYRank #1339 of mapped providers
Assets under administration$3.8B0.0%Market share · rank #2190
Fees received$5MMedian $31,396/planSum across Schedule C direct + indirect
Net wins YoY+25 won · 3 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 U.S. BANCORP ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where U.S. BANCORP ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Employee (plan)Code 30 | 3 | $70,371 | |
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by planCode 21 | 2 | $11,210 | |
Contract Administrator; Direct payment from the planCode 13 | 1 | $4,628,561 | |
Investment management; Plan AdministratorCode 14 | 1 | $53,750 | |
Investment management fees paid directly by plan; Custodial (securities); Investment advisory (plan); Investment management fees paid indirectly by planCode 19 | 1 | $45,605 | |
Insurance services; Insurance brokerage commissions and fees; Insurance agents and brokersCode 22 | 1 | $25,395 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 | |
Other commissionsCode 55 | 1 | $34,155 |
Competitor overlap
Percent of U.S. BANCORP ASSET MANAGEMENT'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 U.S. BANCORP ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
MARYLAND STATE EDUCATION ASSOCIATION, INC.MD · 520607919-002 | Aon | $53M |
TRANSATLANTIC HOLDINGS, INC.NY · 800795986-003 | Vanguard | $42M |
ROCKROSE DEVELOPMENT, LLCNY · 383982874-001 | Morningstar Investment Management | $25M |
NORITZ AMERICA CORPORATIONCA · 010550443-001 | Unionbanc Investment Services LLC | $16M |
TELEFLEX INCORPORATEDPA · 231147939-002 | JPMorgan Chase | $18,861 |
Plans lost in 2024
Appeared last year under U.S. BANCORP ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | People's Bank | $1.8B |
USHER TRANSPORT, INC.KY · 610647287-002 | Transamerica | $7M |
LINDSEY MANUFACTURING CO. DBA LINDSEY SYSTEMSCA · 952225040-002 | NESA Plan Consultants | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-001 | $1.5B | 25,602 | $105,557 | 10y | - |
PENSION PLAN OF LOCAL 464ANJ · 226051600-001 | $1.2B | 21,542 | $28,636 | 5y | - |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-009 | $806M | 8,238 | $70,371 | 10y | - |
LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC.MN · 410811697-001 | $76M | 497 | $53,750 | 10y | - |
MARYLAND STATE EDUCATION ASSOCIATION, INC.MD · 520607919-002 | $54M | 159 | $14,701 | 2y | - |
TRANSATLANTIC HOLDINGS, INC.NY · 800795986-003 | $42M | 425 | $0 | 1y | - |
ROCKROSE DEVELOPMENT, LLCNY · 383982874-001 | $25M | 185 | $14,500 | 1y | - |
TOWER SEMICONDUCTOR NEWPORT BEACH, INC.CA · 753005127-030 | $19M | 414 | $11,210 | 4y | - |
BOARD OF TRUSTEES OF ROOFERS LOCAL #112 MONEY PURCHASE PENSION PLANMI · 376047559-001 | $18M | 146 | $45,605 | 10y | - |
NORITZ AMERICA CORPORATIONCA · 010550443-001 | $16M | 171 | $34,155 | 1y | 2 |
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 (19)
Raw Schedule C names collapsed into U.S. BANCORP ASSET MANAGEMENT.
- JOSEPH J. SAMOLEWICZ
- JOSEPH JEWELL
- JOSEPH KNAUB
- JOSEPH L DILEO
- JOSEPH L. CALANDRA, CPA, PC
- JOSEPH L. DILEO
- U S BANKCORP INVESTMENTS
- U.S BANCORP INSURANCE
- U.S. BANCORP
- U.S. BANCORP ADVISORS, LLC
- U.S. BANCORP ASSET MANAGEMENT
- U.S. BANCORP ASSET MANAGEMENT, INC.
- U.S. BANCORP FUND SERVICES, LLC
- U.S. BANCORP INSURANCE
- U.S. BANCORP INVESTMENTS, INC
- U.S. BANCORP INVESTMENTS, INC.
- U.S.BANCORP ASSETS MANAGEMENT, INC.
- US BANCORP ASSET MANAGMENT
- US BANKCORP ASSET MANAGEMENT, INC.
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 U.S. BANCORP ASSET MANAGEMENT'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 | 1 | 8.33% | 1.71% | +6.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 8.33% | 1.76% | +6.57 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 U.S. BANCORP ASSET MANAGEMENT. 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 U.S. BANCORP ASSET MANAGEMENT'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 |
|---|---|---|
| Morgan Lewis & Bockius LLP | 2 | 16.7% |
| Willig Williams & Davidson | 2 | 16.7% |
| Cavanagh & O'Hara LLP | 1 | 8.3% |
| Jones Walker LLP | 1 | 8.3% |
| Murphy Anderson PLLC | 1 | 8.3% |
| Slevin & Hart PC | 1 | 8.3% |