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

Barnesville Hospital Association, Inc. Retirement Plan

Corporate pensionBarnesville, OH
Assets
$4.0M
Total assets, Jan 31, 2025 reported
Funded
81.4%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2025
Commitments
42
none on the tape
Plan sponsor: Barnesville Hospital Association Inc.
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 98.2%
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
42 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jan 31, 2025Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$166,258 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$59,037 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$31,294 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$130,223 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$30,755 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$68,264 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Prin Equity Income Sa-Zseparate accountPrincipalFixed income$132,058 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$592,095 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Prin High Yield Sep Acct-Zseparate accountPrincipalFixed income$222,912 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$59,605 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$304,459 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2025Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$197,101 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$276,672 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$147,237 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$91,505 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$32,310 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$31,660 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$15,073 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$232,997 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$15,928 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$224,251 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$65,211 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin Equity Income Sa-Zseparate accountPrincipalFixed income$218,870 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$404,520 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2024Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$39,851 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$34,641 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$29,457 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$300,166 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$140,384 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$92,290 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$35,744 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$17,602 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$225,720 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$17,570 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$230,325 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$62,041 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$231,653 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$408,953 heldDisclosed holdingaskebsa.dol.gov
as of Jan 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$46,287 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$4.0M Jan 31, 2025 reported Form 5500
$3.8M (2024-01) · $3.8M (2023-01)
Plan assets
$7.2M Feb 1, 2024 reported Form 5500
$7.4M (2023-02) · $8.6M (2022-02)
Net assets
$4.0M Jan 31, 2025 reported Form 5500
$3.8M (2024-01) · $3.8M (2023-01)
Funded ratio
81.4% Feb 1, 2024 reported Form 5500
81.7% (2023-02) · 95.7% (2022-02)
Funding target
$8.8M Feb 1, 2024 reported Form 5500
$9.1M (2023-02) · $9.0M (2022-02)
Discount rate
5.07% Feb 1, 2024 reported Form 5500
5.20% (2023-02) · 5.37% (2022-02)
Participants
189 Feb 1, 2024 reported Form 5500
190 (2023-02) · 192 (2022-02)
Contributions
$206,798 Jan 31, 2025 reported Form 5500
$208,616 (2024-01) · $126,590 (2023-01)
Benefits paid
$694,508 Jan 31, 2025 reported Form 5500
$669,765 (2024-01) · $648,199 (2023-01)
Net investment income
$144,392 Jan 31, 2025 reported Form 5500
$-21,251 (2024-01) · $-183,756 (2023-01)
Investment management fees
$12,676 Jan 31, 2025 reported Form 5500
$6,448 (2024-01) · $7,053 (2023-01)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jan 31, 2025189$7.2M$8.8M81.4%$4.0Mn/an/an/a
2023 to Jan 31, 2024190$7.4M$9.1M81.7%$3.8Mn/an/an/a
2022 to Jan 31, 2023192$8.6M$9.0M95.7%$3.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $34,293 PY2024
  • Principal Global Investors LLC codes 27 50 $7,988 PY2024
  • Prin U.S. Property Sep Acct-R6 Sched. D P $304,459 PY2024
  • Prin Diversified Intl Sa-R6 Sched. D P $197,101 PY2024
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $166,258 PY2024
  • Prin Midcap Value I Sa-R6 Sched. D P $59,037 PY2024
  • Prin Midcap Growth III Sa-R6 Sched. D P PY2024
  • Prin Smallcap Growth I Sa-R6 Sched. D P $31,294 PY2024
  • Prin Largecap Growth I Sa-R6 Sched. D P $130,223 PY2024
  • Prin Smallcap Value II Sa-R6 Sched. D P $30,755 PY2024
  • Prin High Income Sep Acct-R6 Sched. D P PY2024
  • Principal Overseas Sep Acct-R6 Sched. D P $68,264 PY2024
  • Prin Core Fix Inc Sep Acct-R6 Sched. D P $1.9M PY2024
  • Prin Equity Income Sa-R6 Sched. D P $132,058 PY2024
  • Prin Bond Market Index Sa-R6 Sched. D P $592,095 PY2024
  • Prin High Yield Sep Acct-R6 Sched. D P $222,912 PY2024
  • Prin Org Emg Mkts Sep Acct Sched. D P PY2024
  • Prin Midcap Sep Acct-R6 Sched. D P $59,605 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $34,396 PY2023
  • Principal Global Investors LLC codes 27 50 $6,448 PY2023
  • Prin Diversified Intl Sa-R6 Sched. D P $147,237 PY2023
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $91,505 PY2023
  • Prin Midcap Value I Sa-R6 Sched. D P $32,310 PY2023
  • Prin Midcap Growth III Sa-R6 Sched. D P $31,660 PY2023
  • Prin Smallcap Growth I Sa-R6 Sched. D P $15,073 PY2023
  • Prin Largecap Growth I Sa-R6 Sched. D P $232,997 PY2023
  • Prin Smallcap Value II Sa-R6 Sched. D P $15,928 PY2023
  • Prin High Income Sep Acct-R6 Sched. D P $224,251 PY2023
  • Principal Overseas Sep Acct-R6 Sched. D P $65,211 PY2023
  • Prin Core Fix Inc Sep Acct-R6 Sched. D P $1.9M PY2023
  • Prin Equity Income Sa-R6 Sched. D P $218,870 PY2023
  • Prin Bond Market Index Sa-R6 Sched. D P $404,520 PY2023
  • Prin Org Emg Mkts Sep Acct Sched. D P $39,851 PY2023
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P PY2023
  • Prin U.S. Property Sep Acct-R6 Sched. D P $276,672 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $26,021 PY2022
  • Principal Global Investors LLC codes 27 50 $7,053 PY2022
  • Prin U.S. Property Sep Acct-R6 Sched. D P $300,166 PY2022
  • Prin Diversified Intl Sa-R6 Sched. D P $140,384 PY2022
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $92,290 PY2022
  • Prin Midcap Value I Sa-R6 Sched. D P $34,641 PY2022
  • Prin Midcap Growth III Sa-R6 Sched. D P $35,744 PY2022
  • Prin Smallcap Growth I Sa-R6 Sched. D P $17,602 PY2022
  • Prin Largecap Growth I Sa-R6 Sched. D P $225,720 PY2022
  • Prin Smallcap Value II Sa-R6 Sched. D P $17,570 PY2022
  • Prin High Income Sep Acct-R6 Sched. D P $230,325 PY2022
  • Principal Overseas Sep Acct-R6 Sched. D P $62,041 PY2022
  • Prin Core Fix Inc Sep Acct-R6 Sched. D P $1.9M PY2022
  • Prin Equity Income Sa-R6 Sched. D P $231,653 PY2022
  • Prin Bond Market Index Sa-R6 Sched. D P $408,953 PY2022
  • Prin Org Emg Mkts Sep Acct Sched. D P $46,287 PY2022
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P $29,457 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
8 events
  • Jan 31, 2025Holding started
    Barnesville Hospital Association, Inc. Retirement Plan first reports an interest in Prin Midcap Sep Acct-Z (Principal): $59,605 at 2025-01-31
    with Principalaskebsa.dol.gov
  • Jan 31, 2025Holding started
    Barnesville Hospital Association, Inc. Retirement Plan first reports an interest in Prin High Yield Sep Acct-Z (Principal): $222,912 at 2025-01-31
    with Principalaskebsa.dol.gov
  • Jan 31, 2025Holding endedinference
    Barnesville Hospital Association, Inc. Retirement Plan no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $31,660 at 2024-01-31; absent from the 2025-01-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 31, 2025Holding endedinference
    Barnesville Hospital Association, Inc. Retirement Plan no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $39,851 at 2024-01-31; absent from the 2025-01-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 31, 2025Holding endedinference
    Barnesville Hospital Association, Inc. Retirement Plan no longer reports Prin High Income Sep Acct-Z (Principal) (last held $224,251 at 2024-01-31; absent from the 2025-01-31 filing)
    with Principalaskebsa.dol.gov
  • Jan 31, 2024Holding endedinference
    Barnesville Hospital Association, Inc. Retirement Plan no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $29,457 at 2023-01-31; absent from the 2024-01-31 filing)
    with Principalaskebsa.dol.gov
  • Feb 1, 2023Funded status changed
    Barnesville Hospital Association, Inc. Retirement Plan funded ratio 95.7% -> 81.7% (2022-02-01 to 2023-02-01)
    askebsa.dol.gov
  • Feb 1, 2023Assets changed
    Barnesville Hospital Association, Inc. Retirement Plan plan assets $9M -> $7M (-14.0%, 2022-02-01 to 2023-02-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 340719172-001
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.