DFX Intelligence

Allocator Intelligence

The Restated Ag Processing Inc Retirement Plan

Corporate pension· Omaha, Nebraska

Corporate pension, based in Omaha, Nebraska, reporting $379M in assets, for 2,856 participants.

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

Assets
$379M
Funded ratio
103.0%
Fund commitments
11
Managers
5
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (11)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Suggest a correction

Nothing material in the last 90 days. Last change: Apr 1, 2024, The Restated Ag Processing Inc Retirement Plan funded ratio 111.6% -> 103.0% (2023-04-01 to 2024-04-01).

2 more managers and 27 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.

Capital path

who backs this record, through what, into what; each name opens its own path
The Restated Ag Processing Inc Retirement Plan
Funds committed to
All 11
Managers
All 5

Relationship network

36 connected entities30 observed commitments15 repeat counterparties21 dated commitments shown here, 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.

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
$379M
Total assets, Mar 31, 2025 reported
Funded
103.0%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2025
Commitments
11
5 managers on Schedule C
Plan sponsor: AG Processing Inc

Allocation policy

Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 61.6%
  • Registered investment companies 38.4%

Consultants and advisers

2 firms
  • Principal Trusteethrough Dec 31, 2022 Form 5500
  • Mercer Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

5 managers on the commitment tape
From the plan’s own commitment disclosures

+2 more managers received commitments

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

From Schedule C (investment management, code 28)

+2 more Schedule C managers

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

What changed

4 events
  • Apr 1, 2024Funded status changed
    The Restated Ag Processing Inc Retirement Plan funded ratio 111.6% -> 103.0% (2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Mar 31, 2024Assets changed
    The Restated Ag Processing Inc Retirement Plan total assets $333M -> $368M (+10.5%, 2023-03-31 to 2024-03-31)
    askebsa.dol.gov
  • Apr 1, 2023Funded status changed
    The Restated Ag Processing Inc Retirement Plan funded ratio 107.5% -> 111.6% (2022-04-01 to 2023-04-01)
    askebsa.dol.gov
  • Apr 1, 2023Assets changed
    The Restated Ag Processing Inc Retirement Plan plan assets $26M -> $335M (+1176.6%, 2022-04-01 to 2023-04-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

30 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Pfg/multi-Manager Small Cap Cit Ncollective trustSEI Trust CompanyPublic equity$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Principal/trp Inst Lcg Mgd Cit Fcollective trustT Rowe PricePooled vehicles$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Principal/blackrock S&p 500 Indexcollective trustBlackrockPooled vehicles$44.0M heldDisclosed holdingaskebsa.dol.gov

+27 more commitments

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

Size and funding

39 readings
Total assets
$379M Mar 31, 2025 reported Form 5500
$368M (2024-03) · $333M (2023-03) · $0 (2022-12)
Plan assets
$368M Apr 1, 2024 reported Form 5500
$335M (2023-04) · $26.2M (2022-04)
Net assets
$379M Mar 31, 2025 reported Form 5500
$368M (2024-03) · $333M (2023-03) · $0 (2022-12)
Funded ratio
103.0% Apr 1, 2024 reported Form 5500
111.6% (2023-04) · 107.5% (2022-04)
Funding target
$293M Apr 1, 2024 reported Form 5500
$284M (2023-04) · $20.7M (2022-04)
Discount rate
5.37% Apr 1, 2024 reported Form 5500
5.36% (2023-04) · 5.44% (2022-04)
Participants
2,856 Apr 1, 2024 reported Form 5500
2,779 (2023-04) · 237 (2022-04)
Contributions
$12.0M Mar 31, 2025 reported Form 5500
$12.0M (2024-03) · $20.1M (2023-03) · $0 (2022-12)
Benefits paid
$19.7M Mar 31, 2025 reported Form 5500
$18.8M (2024-03) · $17.5M (2023-03) · $1.1M (2022-12)
Net investment income
$11.3M Mar 31, 2025 reported Form 5500
$34.7M (2024-03) · -$18.0M (2023-03) · -$3.8M (2022-12)
Investment management fees
$334,507 Mar 31, 2025 reported Form 5500
$300,216 (2024-03) · $277,420 (2023-03) · $21,538 (2022-12)

Form 5500 filings

4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20252,856$368M$293M103.0%$379MNot disclosedNot disclosedNot disclosed
2023 to Mar 31, 20242,779$335M$284M111.6%$368MNot disclosedNot disclosedNot disclosed
2022 to Mar 31, 20232,496$345M$247M113.6%$333MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022237$26.2M$20.7M107.5%$0Not disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+50 more service providers

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

Provenance

Identifiers: EIN-PN 710970028-020
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.
Capital chain

The Restated Ag Processing Inc Retirement Plan sits on 6 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 6 paths of capital through this record

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

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

Checking your plan…

Record history

6 dated events on the change ledger, latest event first
  • Funded status changed
    2024-04-01source on record
  • Holding in a pooled vehicle ended
    2024-03-31source on record
  • Holding in a pooled vehicle started
    2024-03-31source on record

+3 more changes on this record's ledger

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

+9 connections on the graph