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

George W. Prescott Publishing Pension Plan

Corporate pensionQuincy, MA
Assets
$18.3M
Total assets, Dec 31, 2024 reported
Funded
97.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: George W. Prescott Publishing Company LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 1.6%
  • Registered investment companies 97.6%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$301,435 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$209,352 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$340,941 heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$18.3M Dec 31, 2024 reported Form 5500
$18.3M (2023-12) · $17.3M (2022-12)
Plan assets
$18.3M Jan 1, 2024 reported Form 5500
$17.3M (2023-01) · $22.6M (2022-01)
Net assets
$18.3M Dec 31, 2024 reported Form 5500
$18.3M (2023-12) · $17.3M (2022-12)
Funded ratio
97.1% Jan 1, 2024 reported Form 5500
93.5% (2023-01) · 104.4% (2022-01)
Funding target
$19.2M Jan 1, 2024 reported Form 5500
$20.1M (2023-01) · $20.2M (2022-01)
Discount rate
5.03% Jan 1, 2024 reported Form 5500
5.16% (2023-01) · 5.33% (2022-01)
Participants
432 Jan 1, 2024 reported Form 5500
441 (2023-01) · 449 (2022-01)
Contributions
$85,000 Dec 31, 2024 reported Form 5500
$483,000 (2023-12) · $260,000 (2022-12)
Benefits paid
$1.7M Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · $1.7M (2022-12)
Net investment income
$-53,771 Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $-5.5M (2022-12)
Investment management fees
$48,000 Dec 31, 2024 reported Form 5500
$84,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024432$18.3M$19.2M97.1%$18.3Mn/an/an/a
2023 to Dec 31, 2023441$17.3M$20.1M93.5%$18.3Mn/an/an/a
2022 to Dec 31, 2022449$22.6M$20.2M104.4%$17.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Manager relationship endedinference
    Resources Investment Advisors, LLC no longer appears on George W. Prescott Publishing Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Onedigitalaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    George W. Prescott Publishing Pension Plan funded ratio 93.5% -> 97.1% (2023-01-01 to 2024-01-01)
  • Dec 31, 2023Manager relationship started
    Onedigital Investment Advisors LLC appears on George W. Prescott Publishing Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Onedigitalaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    George W. Prescott Publishing Pension Plan funded ratio 104.4% -> 93.5% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    George W. Prescott Publishing Pension Plan plan assets $23M -> $17M (-23.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 810584668-002
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.