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

Alliance Compressors, LLC Retirement Plan

Corporate pensionSidney, OH
Assets
$22.5M
Total assets, Sep 30, 2025 reported
Funded
106.6%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
6
none on the tape
Plan sponsor: Alliance Compressors
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 50.6%
  • Registered investment companies 49.4%
Consultants and advisers
2 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
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025DB Growth Portfoliocollective trustGreat Gray Trust CoPooled vehicles$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$157,354 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024DB Growth Portfoliocollective trustGreat Gray Trust CoPooled vehicles$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$121,691 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$415,674 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023DB Growth Portfoliocollective trustGreat Gray Trust CoPooled vehicles$9.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$22.5M Sep 30, 2025 reported Form 5500
$21.9M (2024-09) · $18.5M (2023-09)
Plan assets
$21.9M Oct 1, 2024 reported Form 5500
$18.5M (2023-10) · $16.8M (2022-10)
Net assets
$22.5M Sep 30, 2025 reported Form 5500
$21.9M (2024-09) · $18.5M (2023-09)
Funded ratio
106.6% Oct 1, 2024 reported Form 5500
113.1% (2023-10) · 124.1% (2022-10)
Funding target
$17.4M Oct 1, 2024 reported Form 5500
$16.1M (2023-10) · $14.2M (2022-10)
Discount rate
5.46% Oct 1, 2024 reported Form 5500
5.40% (2023-10) · 5.59% (2022-10)
Participants
546 Oct 1, 2024 reported Form 5500
552 (2023-10) · 552 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$472,211 Sep 30, 2025 reported Form 5500
$369,462 (2024-09) · $329,247 (2023-09)
Net investment income
$544,898 Sep 30, 2025 reported Form 5500
$3.4M (2024-09) · $1.7M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025546$21.9M$17.4M106.6%$22.5Mn/an/an/a
2023 to Sep 30, 2024552$18.5M$16.1M113.2%$21.9Mn/an/an/a
2022 to Sep 30, 2023552$16.8M$14.2M124.1%$18.5Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Willis Towers Watson codes 11 $84,747 PY2024
  • Copeland codes 15 49 $37,537 PY2024
  • Brady Ware & Schoenfeld Inc codes 10 $18,500 PY2024
  • Northern Trust Company codes 21 $14,459 PY2024
  • Coltv Short Term Investment Fund Sched. D C $157,354 PY2024
  • Great Gray Coltv Invt Tr Db Growth Sched. D C $11.2M PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • Willis Towers Watson codes 11 $70,640 PY2023
  • Northern Trust Company codes 21 $19,717 PY2023
  • Copeland codes 15 49 $15,417 PY2023
  • Brady Ware & Schoenfeld Inc codes 10 $5,000 PY2023
  • Coltv Short Term Investment Fund Sched. D C $121,691 PY2023
  • Great Gray Coltv Invt Tr Db Growth Sched. D C $11.0M PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • MFB Northern Fds US Treas Index Fd Sched. D C PY2022
  • Coltv Short Term Investment Fund Sched. D C $415,674 PY2022
  • Great Gray Coltv Invt Tr Db Growth Sched. D C $9.4M PY2022
  • MFB Northern Fds Stk Index Fd Sched. D C PY2022
  • MFB Northern Fds Small Cap Index Fd Sched. D C PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
  • Oct 1, 2024Funded status changed
    Alliance Compressors, LLC Retirement Plan funded ratio 113.1% -> 106.6% (2023-10-01 to 2024-10-01)
  • Oct 1, 2024Assets changed
    Alliance Compressors, LLC Retirement Plan plan assets $19M -> $22M (+18.4%, 2023-10-01 to 2024-10-01)
  • Sep 30, 2024Assets changed
    Alliance Compressors, LLC Retirement Plan total assets $19M -> $22M (+18.4%, 2023-09-30 to 2024-09-30)
  • Oct 1, 2023Funded status changed
    Alliance Compressors, LLC Retirement Plan funded ratio 124.1% -> 113.1% (2022-10-01 to 2023-10-01)
  • Oct 1, 2023Assets changed
    Alliance Compressors, LLC Retirement Plan plan assets $17M -> $19M (+10.2%, 2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133757304-002
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.