DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Moridge Manufacturing, Inc. Employee's Pension Trust

Corporate pensionMoundridge, KS
Assets
$13.8M
Total assets, May 31, 2025 reported
Funded
83.0%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
2
none on the tape
Plan sponsor: Moridge Manufacturing, Inc.
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Insurance company general account 15.5%
  • Common/collective trusts 5.3%
  • Registered investment companies 75.6%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2025DRZ Value Equity Collective Fundcollective trustPRT Investment ProtfolioPublic equity$732,821 heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024DRZ Value Equity Collective Fundcollective trustPRT Investment ProtfolioPublic equity$715,717 heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$13.8M May 31, 2025 reported Form 5500
$13.1M (2024-05) · $12.2M (2023-05)
Plan assets
$13.1M Jun 1, 2024 reported Form 5500
$12.2M (2023-06) · $12.8M (2022-06)
Net assets
$13.8M May 31, 2025 reported Form 5500
$13.1M (2024-05) · $12.2M (2023-05)
Funded ratio
83.0% Jun 1, 2024 reported Form 5500
86.0% (2023-06) · 89.6% (2022-06)
Funding target
$15.6M Jun 1, 2024 reported Form 5500
$15.6M (2023-06) · $14.8M (2022-06)
Discount rate
5.38% Jun 1, 2024 reported Form 5500
5.29% (2023-06) · 5.45% (2022-06)
Participants
207 Jun 1, 2024 reported Form 5500
214 (2023-06) · 214 (2022-06)
Contributions
$1.1M May 31, 2025 reported Form 5500
$957,780 (2024-05) · $832,236 (2023-05)
Benefits paid
$1.3M May 31, 2025 reported Form 5500
$1.5M (2024-05) · $1.4M (2023-05)
Net investment income
$665,230 May 31, 2025 reported Form 5500
$941,539 (2024-05) · $-608,377 (2023-05)
Investment management fees
$35,763 May 31, 2023 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 2025207$13.1M$15.6M83.0%$13.8Mn/an/an/a
2023 to May 31, 2024214$12.2M$15.6M86.0%$13.1Mn/an/an/a
2022 to May 31, 2023214$12.8M$14.8M89.6%$12.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jun 1, 2024Funded status changed
    Moridge Manufacturing, Inc. Employee's Pension Trust funded ratio 86.0% -> 83.0% (2023-06-01 to 2024-06-01)
  • Jun 1, 2023Funded status changed
    Moridge Manufacturing, Inc. Employee's Pension Trust funded ratio 89.6% -> 86.0% (2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 480649764-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.