Monro, Inc. Pension Plan
Corporate pension, based in Fairport, New York, reporting $16.6M in assets, for 588 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Apr 2024, Monro, Inc. Pension Plan funded ratio 80.9% -> 89.5% (2023-04-01 to 2024-04-01).
1 more adviser and 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- PRU Long Duration Credit Fund3 commitments
- Prudential Short-Term3 commitments
- Prudential Trust Co.3 commitments
- Empower Annuity Insurance Company2 commitments
- Prudential1 commitment
Relationship network
20 connected entities6 observed commitments4 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.
- 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 pensionShowHide
Allocation policy
- Common/collective trusts 41.4%
- Pooled separate accounts 1.0%
- Registered investment companies 57.6%
Consultants and advisers
- Onedigital Trusteethrough Mar 31, 2025 Form 5500
- Nixon Peabody Trusteethrough Mar 31, 2024 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough Mar 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Prudential Trust Co.3 rows, latest Mar 31, 2025
- Empower Annuity Insurance Company2 rows, latest Mar 31, 2025
- Prudential1 row, latest Mar 31, 2023
- Empower Annuity Insurance Companyplan years
- Prudentialplan years
What changed
- Apr 1, 2024Funded status changedMonro, Inc. Pension Plan funded ratio 80.9% -> 89.5% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedMonro, Inc. Pension Plan funded ratio 93.4% -> 80.9% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedMonro, Inc. Pension Plan plan assets $20M -> $17M (-16.5%, 2022-04-01 to 2023-04-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | PRU Long Duration Credit Fundcollective trust | Prudential Trust Co. | Private credit | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $165,764 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $363,597 held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 588 | $17.2M | $16.6M | 89.5% | $16.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 594 | $17.1M | $17.4M | 80.9% | $17.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 606 | $20.5M | $17.2M | 93.4% | $17.2M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 12 $99,079 PY2024
- Bpas Acturial and Pension Services codes 11 $38,400 PY2024
- ONE Digital Topco LLC DBA Resources codes 21 $22,500 PY2024
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-04-01source on record
- Funded status changed2023-04-01source on record
- Total assets changed2023-04-01source on record
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
+7 connections on the graph
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