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

HII Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan

Corporate pensionNewport News, VA
Assets
$623M
Total assets, Dec 31, 2024 reported
Funded
105.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Huntington Ingalls Industries, Inc.
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
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$623M Dec 31, 2024 reported Form 5500
$605M (2023-12) · $612M (2022-12)
Plan assets
$605M Jan 1, 2024 reported Form 5500
$611M (2023-01) · $762M (2022-01)
Net assets
$623M Dec 31, 2024 reported Form 5500
$605M (2023-12) · $612M (2022-12)
Funded ratio
105.5% Jan 1, 2024 reported Form 5500
101.5% (2023-01) · 116.6% (2022-01)
Funding target
$529M Jan 1, 2024 reported Form 5500
$586M (2023-01) · $513M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.42% (2022-01)
Participants
14,608 Jan 1, 2024 reported Form 5500
14,715 (2023-01) · 14,156 (2022-01)
Contributions
$2.1M Dec 31, 2024 reported Form 5500
$2.7M (2023-12) · $3.4M (2022-12)
Benefits paid
$41.4M Dec 31, 2024 reported Form 5500
$85.9M (2023-12) · $37.6M (2022-12)
Net investment income
$18.2M Dec 31, 2024 reported Form 5500
$-7.1M (2023-12) · $-149M (2022-12)
Investment management fees
$334,680 Dec 31, 2023 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, 202414,608$605M$529M105.5%$623Mn/a$623Mn/a
2023 to Dec 31, 202314,715$611M$586M101.5%$605Mn/a$605Mn/a
2022 to Dec 31, 202214,156$762M$513M116.6%$612Mn/a$611Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Ernst & Young LLP codes 10 11 17 50 $220,634 PY2024
  • Towers Watson Investment Services codes 17 50 $69,954 PY2024
  • Grant Thornton LLP codes 10 50 $52,400 PY2024
  • Cliffwater LLC codes 17 50 $23,569 PY2024
  • Mcguire Woods codes 29 50 $6,358 PY2024
  • Global Equity Fund Sched. D M $111M PY2024
  • Money Market Fund Sched. D M $9.3M PY2024
  • Equity Fund Sched. D M $119M PY2024
  • Alternative Investments Fund Sched. D M $164M PY2024
  • Fixed Income Fund Sched. D M $122M PY2024
  • Non-Us Equity Fund Sched. D M $96.9M PY2024
  • Ernst & Young LLP codes 11 PY2024
  • Towers Watson Investment Services codes 17 50 $301,537 PY2023
  • Ernst & Young LLP codes 10 11 17 50 $191,849 PY2023
  • Mcguire Woods codes 29 50 $31,078 PY2023
  • Grant Thornton LLP codes 10 50 $27,699 PY2023
  • K&l Gates codes 29 50 $21,015 PY2023
  • Cliffwater LLC codes 17 50 $16,893 PY2023
  • Mercer US, Inc. codes 17 50 $16,250 PY2023
  • Deloitte Tax LLC codes 10 11 17 50 $8,513 PY2023
  • Alternative Investments Fund Sched. D M $161M PY2023
  • Fixed Income Fund Sched. D M $118M PY2023
  • Money Market Fund Sched. D M $3.9M PY2023
  • Non-Us Equity Fund Sched. D M $87.4M PY2023
  • Global Equity Fund Sched. D M $127M PY2023
  • Equity Fund Sched. D M $107M PY2023
  • Ernst & Young LLP codes 11 PY2023
  • Ernst & Young LLP codes 10 11 17 50 $207,014 PY2022
  • Towers Watson Investment Services codes 17 50 $65,844 PY2022
  • Grant Thornton LLP codes 10 50 $46,500 PY2022
  • Cliffwater LLC codes 17 50 $22,460 PY2022
  • Equity Fund Sched. D M $137M PY2022
  • Alternative Investments Fund Sched. D M $148M PY2022
  • Fixed Income Fund Sched. D M $82.6M PY2022
  • Money Market Fund Sched. D M $4.2M PY2022
  • Non-Us Equity Fund Sched. D M $93.7M PY2022
  • Global Equity Fund Sched. D M $145M PY2022
  • Ernst & Young LLP codes 11 PY2022
What changed
7 events
  • Dec 31, 2024Consultant changedinference
    Mercer US, Inc. no longer appears on HII Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Merceraskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Deloitte Tax LLC no longer appears on HII Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Deloitte Tax LLPaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    HII Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan funded ratio 101.5% -> 105.5% (2023-01-01 to 2024-01-01)
  • Dec 31, 2023Consultant changedinference
    Mercer US, Inc. appears on HII Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Merceraskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Deloitte Tax LLC appears on HII Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Deloitte Tax LLPaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    HII Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan funded ratio 116.6% -> 101.5% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    HII Ingalls Shipbuilding, Inc. Hourly Employees' Retirement Plan plan assets $762M -> $611M (-19.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 900607005-305
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.