Wilmington Trust
trustee141 known aliases resolved via the canonical alias map
Market position · 2024
Plans served150+4 YoYRank #145 of mapped providers
Assets under administration$27.3B0.0%Market share · rank #538
Fees received$9MMedian $29,068/planSum across Schedule C direct + indirect
Net wins YoY+529 won · 24 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 Wilmington Trust plan look like?
Service mix · median fees per plan
Count of plans where Wilmington Trust ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan); Investment managementCode 27 | 48 | $32,035 | |
Trustee (directed); Custodial (securities); Trustee (bank, trust company, or similar financial institution)Code 19 | 25 | $33,371 | |
Trustee (bank, trust company, or similar financial institution); Float revenue; Shareholder servicing fees; Other services; Direct payment from the planCode 21 | 20 | $39,832 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 11 | $23,171 | |
Investment management; Shareholder servicing feesCode 28 | 11 | $17,500 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 6 | $20,371 | |
Other feesCode 99 | 5 | $16,662 | |
Trustee (directed)Code 25 | 4 | $30,557 |
Competitor overlap
Percent of Wilmington Trust'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 Wilmington Trust.
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN CALIFORNIA GAS COMPANYCA · 951240705-002 | Financial Designs Inc | $3.1B |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | PETER CROSSON | $2.1B |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | Southern Benefit Administrators | $1.2B |
BOARD OF TRUSTEES I.U.O.E. LOCAL 14-14B PENSION FUNDNY · 112392157-001 | LSV Asset Management | $328M |
ASTRONICS CORPORATIONNY · 160959303-001 | Vanguard | $325M |
TRUSTEES OF LOCAL NO. 41 PENSION PLANNY · 160851799-001 | M&T Bank | $263M |
B OF T IBEW LOCAL 640 & AZ CHAPTER NECA DB PENSION PLANAZ · 860323980-001 | BMO Harris Bank N.A. | $229M |
SOUTHERN STATES COOPERATIVE, INC.VA · 540387200-333 | Manufacturers and Traders Trust Co. | $192M |
SYRACUSE ORTHOPEDIC SPECIALISTS, PCNY · 160992982-004 | Fidelity Investments | $107M |
BOARD OF TRUSTEES OF UNION MUTUAL FUND PENSION PLANNY · 226073058-001 | Buchbinder Tunick & Company LLP | $64M |
Plans lost in 2024
Appeared last year under Wilmington Trust; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, ALASKA LABORERS- EMPLOYERS RETIREMENT FUNDWA · 916028298-001 | CALPA Advisors LLC | $562M |
BOT OF RESILIENT FLOOR COVERING PENSION FUNDCA · 946284071-001 | Roadrunner Mailing Service | $412M |
STRADLEY, RONON, STEVENS & YOUNG, LLPPA · 231130381-001 | High Tower Advisors | $176M |
ANESTHESIA PRACTICE CONSULTANTS, P.C.MI · 275332559-001 | OSAIC Wealth | $171M |
THE HILLMAN COMPANYPA · 251011286-001 | WTW | $58M |
LIGGETT & MYERS HOLDINGS INC.FL · 510413146-002 | (new plan) | $48M |
APCO WORLDWIDE LLCDC · 133627625-001 | High Tower Advisors | $44M |
MID-SOUTH REGIONAL COUNCIL LOCAL 318 MONEY PURCHASE PENSION TRUSTTN · 630875713-001 | ULLICO Inc | $41M |
LIGGETT & MYERS HOLDINGS INC.FL · 510413146-001 | (new plan) | $39M |
POWER-FLO TECHNOLOGIES, INC.NY · 113290164-002 | Associated Pension Consultants | $16M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN CALIFORNIA GAS COMPANYCA · 951240705-002 | $3.1B | 10,486 | $15,807 | 1y | - |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | $2.3B | 17,735 | $0 | 2y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $5,008 | 1y | - |
TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUNDVA · 546097996-001 | $1.5B | 7,759 | $18,559 | 8y | - |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | $1.2B | 51,643 | $18,009 | 1y | - |
DENTONS US LLPIL · 361796730-001 | $999M | 2,649 | $23,785 | 7y | 1 |
LABORERS DISTRICT COUNCIL OF W PA PENSION FUND BOARD OF TRUSTEESPA · 256135576-001 | $948M | 16,000 | $2M | 9y | - |
BOARD OF TRUSTEES,LABORERS PENSION TRUST FUND-DETROIT AND VICINITYMI · 516030973-001 | $886M | 11,153 | $439,460 | 10y | - |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | $884M | 8,480 | $45,017 | 5y | - |
BOARD OF TRUSTEES, PACIFIC COAST BENEFITS TRUST FUNDWA · 911032878-001 | $838M | 176,003 | $167,003 | 7y | - |
Flag exposure
90.0%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 (141)
Raw Schedule C names collapsed into Wilmington Trust.
- LABOR IMPACT FEEDER FUND, L.P.
- LABORERS COMBINED FUNDS
- LABORERS DISTRICT COUNCIL PENSION F
- LABORERS FUNDS ADMINISTRATIVE
- LABORERS JOINT DELIQUENCY COMM
- LABORERS JOINT DELIQUENCY COMMITTEE
- LABORERS LOCAL #785 BUILDING CORP
- LABORERS LOCAL 231 H&W FUND
- LABORERS LOCAL 459
- LABORERS LOCAL 589 PENSION FUND
- LABORERS LOCAL 91 WELFARE FUND
- LABORERS LOCAL NO. 341
- LABORERS LOCAL NO. 942
- LABORERS LOCAL UNION 158 PENSION FD
- LABORERS' LOCAL NO 186 WELFARE FUND
- LABRIOLA NEIGHBORS LLP
- LABRIOLA NEIGHBORS, L.L.P.
- LABRUM CAPITAL ADVISORS LLC
- LABRUM WEALTH MANAGEMENT
- LABRUM WEALTH MANAGEMENT, LLC
- LABRUNERIE FINANCIAL SERVICES, INC.
- LACLAIRE SANDERS
- LACUNA LOFTS
- LADENBURG THALMANN
- LAEL FULLFORD
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 Wilmington Trust'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 | 4 | 2.67% | 7.76% | -5.10 pp |
| Fidelity bond gap | 1 | 0.67% | 26.94% | -26.27 pp |
| Late contributions | 13 | 8.67% | 1.71% | +6.95 pp |
| Failed to provide benefit | 2 | 1.33% | 0.14% | +1.19 pp |
| Corrective distributions | 25 | 16.67% | 1.76% | +14.91 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 Wilmington Trust. 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 Wilmington Trust'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 |
|---|---|---|
| ULLICO Inc | 12 | 8.0% |
| The Segal Company | 11 | 7.3% |
| Segal Marco Advisors | 10 | 6.7% |
| Reynolds Consulting Services, LLC | 9 | 6.0% |
| Crescent Capital Group LP | 7 | 4.7% |
| Loomis Sayles | 7 | 4.7% |
| Boyd Watterson Asset Management LLC | 6 | 4.0% |
| Manning & Napier | 6 | 4.0% |
| ASB Capital Management | 5 | 3.3% |
| Buck Global LLC | 5 | 3.3% |
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).