Ceridian Retirement Plan
Corporate pension, based in Minneapolis, Minnesota, reporting $320M in assets, for 7,079 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Ceridian Retirement Plan total assets $358M -> $320M (-10.6%, 2023-12-31 to 2024-12-31).
5 more advisers and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Relationship network
15 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 22.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 73.4%
- U.S. Government securities 1.8%
- Other investments 0.6%
- Common stock 0.0%
Consultants and advisers
- Dimensional Fund Advisors, LP Investment adviser (plan)through Dec 31, 2022 Form 5500
- Goldman Sachs Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ninety One Emerging Markets Investment adviser (plan)through Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
What changed
- Dec 31, 2024Assets changedCeridian Retirement Plan total assets $358M -> $320M (-10.6%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceNinety One Emerging Markets LLC no longer appears on Ceridian Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Ninety One Emerging Marketsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceDimensional Fund Advisors no longer appears on Ceridian Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Dimensional Fund Advisors, LPaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMarathon London Group no longer appears on Ceridian Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Marathon-London International Invesaskebsa.dol.gov
- Jan 1, 2023Funded status changedCeridian Retirement Plan funded ratio 102.6% -> 87.5% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 7,079 | $357M | $351M | 87.1% | $320M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 7,359 | $372M | $378M | 87.5% | $358M | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 7,721 | $505M | $394M | 102.6% | $373M | $0 | Not disclosed | Not disclosed |
- Goldman Sachs Asset Management codes 27 $776,523 PY2024
- Principal Trust Company codes 21 51 $383,524 PY2024
- Jennison codes 27 $19,141 PY2024
+19 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2024-12-31source on record
- Consultant changed2023-12-31source on record
- Consultant changed2023-12-31source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.