Retirement Plan for Salaried Employees of Rayonier Inc.

Corporate pension· Wildlight, Florida

Corporate pension, based in Wildlight, Florida, for 517 participants.

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

Funded ratio
94.7%
Fund commitments
4
Managers
3
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: 30 Sep 2024, Retirement Plan for Salaried Employees of Rayonier Inc. total assets $55M -> $0 (-100.0%, 2023-12-31 to 2024-09-30).

2 more commitments and 3 more dated events

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

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

Capital path

who backs this record, through what, into what; each name opens its own path
Retirement Plan for Salaried Employees of Rayonier Inc.
Funds committed to
All 4
Managers

Relationship network

33 connected entities5 observed commitments1 repeat counterparty4 dated commitments shown here, 2022 to 2023

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.

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
not established
Total assets, Sep 30, 2024 reported
Funded
94.7%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
4
3 managers on Schedule C
Plan sponsor: Rayonier Inc.

Allocation policy

Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 100.0%

Consultants and advisers

3 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

What changed

8 events
  • Sep 30, 2024Assets changed
    Retirement Plan for Salaried Employees of Rayonier Inc. total assets $55M -> $0 (-100.0%, 2023-12-31 to 2024-09-30)
  • Dec 31, 2023Holding endedinference
    Retirement Plan for Salaried Employees of Rayonier Inc. no longer reports Long Duration Bond (empower) (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)
    with Long Duration Bond (empower)askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Retirement Plan for Salaried Employees of Rayonier Inc. no longer reports Massmutual US Govt Mny Mkt R5 (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Massmutual US Govt Mny Mkt R5askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Retirement Plan for Salaried Employees of Rayonier Inc. no longer reports Massmutual Mid Cap Growth I (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with Massmutual Mid Cap Growth Iaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    NFP Retirement appears on Retirement Plan for Salaried Employees of Rayonier Inc.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Wealthspire Retirement Advisoryaskebsa.dol.gov

+3 more dated events

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

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

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

5 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Fidelity 500 Indexseparate accountAllspring Global Investments HoldinPooled vehicles$570,875 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Massmutual US Govt Mny Mkt R5separate accountPimcoPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Duration Bond (empower)separate accountEmpower Annuity Insurance Company of AmericaFixed income$19.7M heldDisclosed holdingaskebsa.dol.gov

+2 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

29 readings
Total assets
$0 Sep 30, 2024 reported Form 5500
$54.7M (2023-12) · $62.8M (2022-12)
Plan assets
$62.8M Jan 1, 2023 reported Form 5500
$85.1M (2022-01)
Net assets
$0 Sep 30, 2024 reported Form 5500
$54.7M (2023-12) · $62.8M (2022-12)
Funded ratio
94.7% Jan 1, 2023 reported Form 5500
130.0% (2022-01)
Funding target
$66.3M Jan 1, 2023 reported Form 5500
$65.5M (2022-01)
Discount rate
5.25% Jan 1, 2023 reported Form 5500
5.42% (2022-01)
Participants
517 Jan 1, 2024 reported Form 5500
618 (2023-01) · 627 (2022-01)
Contributions
$2.2M Sep 30, 2024 reported Form 5500
$115,000 (2023-12) · $0 (2022-12)
Benefits paid
$57.2M Sep 30, 2024 reported Form 5500
$13.9M (2023-12) · $3.5M (2022-12)
Net investment income
-$54.7M Sep 30, 2024 reported Form 5500
-$8.1M (2023-12) · -$22.2M (2022-12)
Investment management fees
$54,571 Sep 30, 2024 reported Form 5500
$46,568 (2023-12) · $0 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2024517Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023618$62.8M$66.3M94.7%$54.7MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022627$85.1M$65.5M130.0%$62.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+51 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 132607329-040
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 30, 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.

Not yet on record: assets.

Capital chain

Retirement Plan for Salaried Employees of Rayonier Inc. sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

8 dated events on the change ledger, latest event first
  • Total assets changed
    2024-09-30source on record
  • Holding in a pooled vehicle ended
    2023-12-31source on record
  • Holding in a pooled vehicle ended
    2023-12-31source on record

+5 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

+7 connections on the graph

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