WITHUM
auditor131 known aliases resolved via the canonical alias map
Market position · 2024
Plans served233-6 YoYRank #95 of mapped providers
Assets under administration$248.8B0.3%Market share · rank #51
Fees received$18MMedian $31,200/planSum across Schedule C direct + indirect
Net wins YoY-842 won · 50 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 WITHUM plan look like?
Service mix · median fees per plan
Count of plans where WITHUM ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 208 | $33,904 | |
Investment advisory (plan); Consulting (general)Code 16 | 7 | $14,312 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Direct payment from the plan; Recordkeeping fees; Consulting (pension)Code 15 | 4 | $13,294 | |
Other feesCode 99 | 4 | $13,310 | |
Trustee (individual); Direct payment from the planCode 20 | 2 | $155,636 | |
Investment advisory (plan)Code 27 | 2 | $15,179 | |
Legal; Direct payment from the planCode 29 | 2 | $29,275 | |
Contract AdministratorCode 13 | 1 | $8,929 |
Competitor overlap
Percent of WITHUM'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 WITHUM.
| Sponsor | From | Assets |
|---|---|---|
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | SVB Wealth LLC | $5.4B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | Wilson McShane Corporation | $4.5B |
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | Brandywine Global Investment | $2.1B |
KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC.NJ · 131921089-003 | Lockton Investment Advisors | $1.2B |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | JOHN LEICHLING | $1.1B |
INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERSMD · 536001417-004 | MetLife Investment Management | $888M |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | Sierra Investment Partners, Inc. | $700M |
EXTENSIS GROUP, LLCNJ · 861064991-333 | Transamerica | $682M |
SIKA CORPORATIONNJ · 221594831-401 | Empower | $536M |
BOARD OF TRUSTEES, SEIU 775 SECURE RETIREMENT TRUSTWA · 474321390-001 | CAPCO | $384M |
Plans lost in 2024
Appeared last year under WITHUM; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | MARIO RODRIGUEZ | $7.8B |
PENSION COMMITTEE OF THE MLB PLAYERS BENEFIT PLANMD · 510185287-001 | BNY Mellon | $4.2B |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENTWA · 916029051-001 | Northwest Carpenters Trust | $3.3B |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | Agilis Partners LLC | $2.6B |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | Parametric Portfolio Associates | $1.8B |
BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO.OR · 936021114-001 | Nuwest Insurance Services | $1.1B |
INSPIRA MEDICAL CENTERS, INC.NJ · 210634484-001 | Lincoln Financial | $560M |
BOARD OF TRUSTEES OF LOCAL 553 PENSION FUNDNY · 136637826-001 | NELLI BRAGINSKAYA | $252M |
STONEHILL COLLEGEMA · 042104229-001 | Kreig DeVault LLP | $206M |
BOARD OF TRUSTEES LOCAL 805NY · 131917612-001 | JPMorgan Chase | $180M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $223,080 | 3y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $286,685 | 6y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $155,110 | 8y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $525,385 | 3y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $87,078 | 3y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $454,229 | 8y | - |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946277608-001 | $5.5B | 44,826 | $250,068 | 4y | - |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $6,531 | 1y | 1 |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $434,286 | 7y | - |
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $319,711 | 7y | - |
Flag exposure
90.1%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 (131)
Raw Schedule C names collapsed into WITHUM.
- LAPLANT & RAINEY, CPA PA
- LAPLANT & RAINEY, CPA, PA
- LAPLAYA BEACH & GOLF RESORT
- LAPOINTE TORRISI STANLEY & CO, PC
- LAPORT
- LAPORTE, A PROFESSIONAL ACCT CORP
- LAPORTE, A PROFESSIONAL ACCTG CORP
- LARA KLEINERT
- LARA MAY & ASSOCIATES LLC
- LARA MAY AND ASSOCIATES, LLC
- LARA SHULL & MAY LLC
- LARA SHULL AND MAY
- LARA SHULL MAY LLC
- LARA, MAY & ASSOCIATES
- LARA, MAY & ASSOCIATES LLC
- LARA, MAY & ASSOCIATES, LLC
- LARA, MAY AND ASSOCIATES LLC
- LARA, VINCENT A.
- LARAWAY FINANCIAL ADVISORS INC
- LARGE CAP INTERNATIONAL PORTFOLIO
- LARGE CAP VALUE II - SEP. ACCT R6
- LARIMER CAPITAL CORPORATION
- LARKIN FINANCIAL GROUP, INC.
- LARKIN HOFFMAN
- LARMER & ELSTUN, 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 WITHUM'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 | 7 | 3.00% | 7.76% | -4.76 pp |
| Fidelity bond gap | 1 | 0.43% | 26.94% | -26.51 pp |
| Late contributions | 37 | 15.88% | 1.71% | +14.17 pp |
| Failed to provide benefit | 3 | 1.29% | 0.14% | +1.15 pp |
| Corrective distributions | 25 | 10.73% | 1.76% | +8.97 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 WITHUM. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Frequent partners by role
Who else shows up on WITHUM'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 |
|---|---|---|
| The Segal Company | 28 | 12.0% |
| Milliman | 23 | 9.9% |
| Loomis Sayles | 21 | 9.0% |
| Washington Capital Management | 21 | 9.0% |
| Verus Advisors, Inc. | 17 | 7.3% |
| ULLICO Inc | 16 | 6.9% |
| Dodge & Cox | 14 | 6.0% |
| Marsh McLennan | 14 | 6.0% |
| ASB Capital Management | 13 | 5.6% |
| Meketa Investment Group | 13 | 5.6% |
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).