Alliance Compressors, LLC Retirement Plan

Corporate pension· Sidney, Ohio

Corporate pension, based in Sidney, Ohio, reporting $22.5M in assets, for 546 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$22.5M
Funded ratio
106.6%
Fund commitments
2
Managers
1
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Oct 2024, Alliance Compressors, LLC Retirement Plan funded ratio 113.1% -> 106.6% (2023-10-01 to 2024-10-01).

3 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Capital path

who backs this record, through what, into what; each name opens its own path
Alliance Compressors, LLC Retirement Plan
Funds committed to
Managers

Relationship network

13 connected entities6 observed commitments3 repeat counterpartiescommitments 2023 to 2025

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$22.5M
Total assets, Sep 30, 2025 reported
Funded
106.6%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
2
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 manager on the commitment tape
From the plan’s own commitment disclosures

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.

Commitments

6 rows, 0 dated closings
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 Investments, Inc.Cash$157,354 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024DB Growth Portfoliocollective trustGreat Gray Trust CoPooled vehicles$11.0M heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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%$22.5MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 2024552$18.5M$16.1M113.2%$21.9MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 2023552$16.8M$14.2M124.1%$18.5MNot disclosedNot disclosedNot disclosed
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

+17 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 133757304-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

5 dated events on the change ledger, latest event first
  • Funded status changed
    2024-10-01source on record
  • Total assets changed
    2024-10-01source on record
  • Total assets changed
    2024-09-30source on record

+2 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+3 connections on the graph

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