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

Aviall, Inc. Retirement Plan

Corporate pensionSeattle, WA
Assets
$98.1M
Total assets, Dec 31, 2024 reported
Funded
92.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Boeing Co. and Consolidated Subsidiaries
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
4 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
31 readings
Total assets
$98.1M Dec 31, 2024 reported Form 5500
$105M (2023-12) · $105M (2022-12)
Plan assets
$105M Jan 1, 2024 reported Form 5500
$105M (2023-01) · $144M (2022-01)
Net assets
$98.0M Dec 31, 2024 reported Form 5500
$105M (2023-12) · $105M (2022-12)
Funded ratio
92.6% Jan 1, 2024 reported Form 5500
91.8% (2023-01) · 111.8% (2022-01)
Funding target
$118M Jan 1, 2024 reported Form 5500
$117M (2023-01) · $116M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.29% (2023-01) · 5.47% (2022-01)
Participants
1,936 Jan 1, 2024 reported Form 5500
1,983 (2023-01) · 2,065 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$7.9M Dec 31, 2024 reported Form 5500
$7.2M (2023-12) · $10.2M (2022-12)
Net investment income
$-6.8M Dec 31, 2024 reported Form 5500
$-136,114 (2023-12) · $-39.4M (2022-12)
Investment management fees
$14,783 Dec 31, 2022 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,936$105M$118M92.6%$98.1Mn/a$98.1Mn/a
2023 to Dec 31, 20231,983$105M$117M91.8%$105Mn/a$105Mn/a
2022 to Dec 31, 20222,065$144M$116M111.8%$105Mn/a$105Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    Fidelity Inv Inst'l Op Co, LLC no longer appears on Aviall, Inc. Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Herronpalmer no longer appears on Aviall, Inc. Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with State Street Bank & Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Conduent Hr Services, LLC no longer appears on Aviall, Inc. Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Conduent Hr Services LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Aviall, Inc. Retirement Plan funded ratio 111.8% -> 91.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Aviall, Inc. Retirement Plan plan assets $144M -> $105M (-27.3%, 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 910425694-104
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.