Voya
recordkeeper643 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2,071+192 YoYRank #13 of mapped providers
Assets under administration$480.3B0.6%Market share · rank #22
Fees received$199MMedian $12,948/planSum across Schedule C direct + indirect
Net wins YoY+196516 won · 320 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 Voya plan look like?
Service mix · median fees per plan
Count of plans where Voya ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Other insurance wrap feesCode 64 | 930 | $8,732 | |
Recordkeeping fees; Other fees; Investment advisory (participants)Code 26 | 896 | $8,214 | |
Recordkeeping fees; Other services; Investment advisory (plan)Code 27 | 149 | $5,057 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 90 | $56,019 | |
Shareholder servicing fees; Investment managementCode 28 | 53 | $15,601 | |
Recordkeeping fees; Other servicesCode 49 | 52 | $2,426 | |
Other feesCode 99 | 48 | $21,776 | |
Recordkeeping fees; Participant loan processingCode 37 | 46 | $214,676 |
Competitor overlap
Percent of Voya'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 Voya.
| Sponsor | From | Assets |
|---|---|---|
SENTARA HEALTHVA · 521271901-003 | Fidelity Investments | $3.7B |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | Magnitude Capital, LLC | $3.4B |
COGNIZANT TECHNOLOGY SOLUTIONSNJ · 133924155-001 | QDRO CONSULTANTS COMPANY, LLC | $3.0B |
OLD DOMINION FREIGHT LINE, INC.NC · 560751714-002 | Cowen & Company LLC | $2.4B |
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | BMO Harris Bank N.A. | $1.9B |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-001 | T. Rowe Price | $1.8B |
SONOCO PRODUCTS COMPANYSC · 570248420-026 | Empower | $1.7B |
RECREATIONAL EQUIPMENT, INC.WA · 910656890-001 | Marsh McLennan | $1.0B |
MERCY HEALTH CORPORATIONIL · 472158680-003 | Morningstar Investment Management | $828M |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-009 | ASHLEY BORTZ | $806M |
Plans lost in 2024
Appeared last year under Voya; not this year.
| Sponsor | To | Assets |
|---|---|---|
ABBOTT LABORATORIESIL · 360698440-300 | The Burgiss Group LLC | $4.0B |
NORDSTROM, INC.WA · 910515058-001 | Alight | $3.9B |
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | Kayne Anderson Capital Advisors, LP | $2.9B |
ENDEAVOR HEALTH CLINICAL OPERATIONSIL · 362167060-002 | Fidelity Investments | $2.0B |
MIDAMERICAN ENERGY COMPANYIA · 421425214-002 | MOSS ADAMS LLP | $1.7B |
PORTLAND GENERAL ELECTRIC COMPANYOR · 930256820-005 | Grant Thornton | $1.1B |
THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTIONVA · 824833402-333 | Millenium Advisory Services Inc | $1.1B |
GEISINGER SYSTEM SERVICESPA · 232164794-003 | Fidelity Investments | $937M |
PUGET SOUND ENERGY, INC.WA · 910374630-001 | MFS Heritage Trust Company | $786M |
PREMIER HEALTH PARTNERSOH · 311446699-002 | Fidelity Investments | $505M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $818,460 | 4y | - |
EXXON MOBIL CORPORATIONTX · 135409005-334 | $23.7B | 37,812 | $303,190 | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $918,487 | 10y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $2M | 10y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $2M | 2y | 1 |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $1M | 5y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-004 | $14.2B | 134,811 | $10M | 10y | - |
U.S. BANCORPMN · 410255900-004 | $11.4B | 90,116 | $180,034 | 10y | 1 |
THE BANK OF NEW YORK MELLON CORPORATIONPA · 132614959-004 | $9.9B | 42,007 | $93,708 | 10y | 1 |
BOOZ ALLEN HAMILTON INC.VA · 362513626-001 | $9.3B | 56,540 | $0 | 10y | - |
Flag exposure
79.8%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 (643)
Raw Schedule C names collapsed into Voya.
- 0OYA RETIREMENT INSURANCE & ANNUITY
- CYGNET FINANCIAL PLANNING
- CYGNET FINANCIAL PLANNING, INC.
- CYIENT INC.
- CYNDEO WEALTH PARTNERS
- CYNOMYS,INC.
- CYNTHIA AMIRAULT
- CYNTHIA BLASSINGAME
- CYNTHIA D AMIRAULT
- ING
- ING ADVISORS LLC
- ING CLARION
- ING CLARION REAL ESTATE SECURITIES
- ING CORPORATE LEADERS TRUST FUND
- ING FINANCIAL ADVISERS
- ING FINANCIAL ADVISORS
- ING FINANCIAL PARTNERS
- ING FINANCIAL PARTNERS INC
- ING FINANCIAL PARTNERS INC (IFP)
- ING FINANCIAL PARTNERS INC.
- ING FINANCIAL PARTNERS, INC
- ING FINANCIAL PARTNERS, INC.
- ING INS SERVICES INC
- ING INVESTMENT MANAGEMENT CO
- ING INVESTMENT MANAGEMENT CO. LLC
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 Voya'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 | 56 | 2.70% | 7.76% | -5.06 pp |
| Fidelity bond gap | 89 | 4.30% | 26.94% | -22.64 pp |
| Late contributions | 521 | 25.16% | 1.71% | +23.44 pp |
| Failed to provide benefit | 3 | 0.14% | 0.14% | 0.01 pp |
| Corrective distributions | 480 | 23.18% | 1.76% | +21.42 pp |
| Loss discovered | 1 | 0.05% | 0.00% | 0.05 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Voya. Compare to the incumbent market share (3.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-3.1 pp vs incumbent
Frequent partners by role
Who else shows up on Voya'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 |
|---|---|---|
| Morningstar Investment Management | 349 | 16.9% |
| Global Retirement Partners LLC | 100 | 4.8% |
| NFP | 56 | 2.7% |
| Gallacher Benefits Services Inc | 36 | 1.7% |
| Creative Planning | 34 | 1.6% |
| OneDigital | 33 | 1.6% |
| World Investment Advisors LLC | 28 | 1.4% |
| Loren D Stark Company | 25 | 1.2% |
| The Angell Pension Group Inc. | 24 | 1.2% |
| Mercer | 23 | 1.1% |
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).