Washington Capital Management
advisor28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served129+5 YoYRank #165 of mapped providers
Assets under administration$101.8B0.1%Market share · rank #136
Fees received$41MMedian $97,095/planSum across Schedule C direct + indirect
Net wins YoY+36 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 Washington Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Washington Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 107 | $106,301 | |
Investment management fees paid directly by planCode 51 | 14 | $70,960 | |
Consulting (general); Investment managementCode 16 | 2 | $11,305 | |
Investment management; Custodial (securities)Code 19 | 2 | $46,247 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 2 | $437,029 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $121,970 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $13,872 |
Competitor overlap
Percent of Washington Capital 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 Washington Capital Management.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VINJ · 231511735-001 | NB Private Equity Credit Opp Fund | $2.7B |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | RBC Global Asset Management | $1.7B |
BOARD OF TRUSTEES OF TEAMSTERS LOCAL UNION NO. 727 PENSION PLANIL · 366102397-001 | Bansley & Kiener LLP | $551M |
BOARD OF TRUSTEES, LOCAL 191 I.B.E.W. MONEYWA · 911176302-002 | WA Capital Management | $215M |
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001 | Carday Associates | $146M |
Plans lost in 2024
Appeared last year under Washington Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | International Union of Painters and Allied Trades | $4.2B |
BOARD OF TRUSTEES, NALC ANNUITY TRUST FUNDVA · 526038252-001 | (new plan) | $345M |
INTERNATIONAL ASSOCIATION OF FIREFIGHTERSDC · 530088290-001 | THE UNION LABOR LIFE INSURANCE COMPANY | $46M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | $11.3B | 139,574 | $2M | 9y | - |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | $6.0B | 50,363 | $2M | 9y | - |
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | $5.4B | 45,574 | $2M | 10y | - |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUNDMA · 516040899-001 | $5.1B | 45,727 | $570,820 | 8y | - |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUNDMA · 042776873-001 | $3.8B | 23,724 | $689,421 | 8y | - |
BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUSTCA · 956032478-001 | $3.8B | 40,018 | $7M | 10y | - |
TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597IL · 626105084-001 | $3.0B | 14,689 | $496,220 | 6y | - |
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VINJ · 231511735-001 | $2.7B | 24,600 | $29,619 | 1y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $675,415 | 10y | - |
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLANCA · 946118939-001 | $2.0B | 10,962 | $388,363 | 8y | - |
Flag exposure
96.1%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 (28)
Raw Schedule C names collapsed into Washington Capital Management.
- KEY ADVISORY LLC
- KEY BANK INSTITUTIONAL ASSET SERV.
- KEY BANK TOWER AT CITY CREEK
- KEY FINANCIAL GROUP OF JACKSONVILLE
- KEY INFORMATION SYSTEMS INC.
- KEYBANC CAPITAL MARKETS
- KEYBANC CAPITAL MARKETS INC
- KEYBANC CAPITAL MARKETS INC,
- KEYBANC CAPITAL MARKETS INC.
- KEYBANC CAPITAL MARKETS, INC.
- WASHINGTON CAPITAL
- WASHINGTON CAPITAL MANAGEMENET, INC
- WASHINGTON CAPITAL MANAGEMENT
- WASHINGTON CAPITAL MANAGEMENT INC
- WASHINGTON CAPITAL MANAGEMENT INC.
- WASHINGTON CAPITAL MANAGEMENT, INC
- WASHINGTON CAPITAL MANAGEMENT, INC.
- WASHINGTON CAPITAL MANAGMENT
- WASHINGTON CAPITAL MANAGMENT INC
- WASHINGTON CAPITAL MANAGMENT, INC.
- WASHINGTON CAPITAL MGMT
- WASHINGTON CAPITAL MGMT INC
- WASHINGTON CAPITAL MGMT, INC
- WASHINGTON CAPITAL MGMT, INC.
- WASHINGTON CAPITAL MGMT., 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 Washington Capital 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 | 2 | 1.55% | 7.76% | -6.21 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 3.10% | 1.71% | +1.39 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 0.78% | 1.76% | -0.98 pp |
| Loss discovered | 1 | 0.78% | 0.00% | +0.77 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Washington Capital Management. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on Washington Capital 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 |
|---|---|---|
| Barlow Coughran Morales & Josephson | 12 | 9.3% |
| Johnson & Krol LLC | 10 | 7.8% |
| Kraw & Kraw Law Group | 10 | 7.8% |
| Turner, Stoeve & Gagliardi, P.S. | 8 | 6.2% |
| Barlow & Coughran, P.S. | 7 | 5.4% |
| Morgan Lewis & Bockius LLP | 7 | 5.4% |
| Weinberg, Roger & Rosenfeld | 5 | 3.9% |
| Bradley L. Middleton, PC | 4 | 3.1% |
| Christensen, James & Martin | 4 | 3.1% |
| Dowd Bloch Bennett & Cervone | 4 | 3.1% |
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).