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

Agiliti Health Inc. Employees' Pension Plan

Corporate pensionMinneapolis, MN
Assets
$21.9M
Total assets, Dec 31, 2024 reported
Funded
95.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Agiliti Health, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 0.6%
  • Registered investment companies 99.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Total assets
$21.9M Dec 31, 2024 reported Form 5500
$22.6M (2023-12) · $21.2M (2022-12)
Plan assets
$22.6M Jan 1, 2024 reported Form 5500
$21.2M (2023-01) · $27.0M (2022-01)
Net assets
$21.9M Dec 31, 2024 reported Form 5500
$22.6M (2023-12) · $21.2M (2022-12)
Funded ratio
95.3% Jan 1, 2024 reported Form 5500
93.6% (2023-01) · 104.6% (2022-01)
Funding target
$23.8M Jan 1, 2024 reported Form 5500
$24.0M (2023-01) · $23.6M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.19% (2023-01) · 5.37% (2022-01)
Participants
441 Jan 1, 2024 reported Form 5500
449 (2023-01) · 449 (2022-01)
Contributions
$60,000 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $540,000 (2022-12)
Benefits paid
$1.6M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.4M (2022-12)
Net investment income
$-651,768 Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $-5.5M (2022-12)
Investment management fees
$75,785 Dec 31, 2024 reported Form 5500
$18,666 (2023-12) · $18,666 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024441$22.6M$23.8M95.3%$21.9Mn/an/an/a
2023 to Dec 31, 2023449$21.2M$24.0M93.6%$22.6Mn/an/an/a
2022 to Dec 31, 2022449$27.0M$23.6M104.6%$21.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2023Funded status changed
    Agiliti Health Inc. Employees' Pension Plan funded ratio 104.6% -> 93.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Agiliti Health Inc. Employees' Pension Plan plan assets $27M -> $21M (-21.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410760940-001
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.