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The Retirement Plan for Employees of the Estate of Thomas O'Connor

Corporate pension· Victoria, Texas

Corporate pension, based in Victoria, Texas, reporting $67.7M in assets, for 149 participants.

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

As of 2025-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $67.7M
Funded ratio: 149.0%
Managers: 1

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As of 2025-01-01 · 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: 1 Jan 2025, The Retirement Plan for Employees of the Estate of Thomas O'Connor funded ratio 143.9% -> 149.0% (2024-01-01 to 2025-01-01).

1 more dated event

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Relationship network

6 connected entities

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
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.

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Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$67.7M

Total assets, Dec 31, 2025 reported

Funded

149.0%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

1 manager on Schedule C

Plan sponsor: The Estate of Thomas O'Connor

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.0%
Corporate debt instruments (other) 17.4%
U.S. Government securities 9.1%
Common stock 71.3%

Consultants and advisers

2 firms

Principal Trust Co. Trusteethrough Dec 31, 2025 Form 5500
Milliman, Inc. Actuarythrough Dec 31, 2025 Form 5500

People

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

Manager roster

1 manager on Schedule C

From Schedule C (investment management, code 28)

Fayez Sarofimplan years 2025

What changed

6 events

Jan 1, 2025Funded status changed
The Retirement Plan for Employees of the Estate of Thomas O'Connor funded ratio 143.9% -> 149.0% (2024-01-01 to 2025-01-01)
askebsa.dol.gov
Jan 1, 2024Funded status changed
The Retirement Plan for Employees of the Estate of Thomas O'Connor funded ratio 128.4% -> 143.9% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2024Assets changed
The Retirement Plan for Employees of the Estate of Thomas O'Connor plan assets $52M -> $59M (+15.3%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Assets changed
The Retirement Plan for Employees of the Estate of Thomas O'Connor total assets $52M -> $59M (+15.3%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
The Retirement Plan for Employees of the Estate of Thomas O'Connor funded ratio 161.4% -> 128.4% (2022-01-01 to 2023-01-01)
askebsa.dol.gov

+1 more dated event

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

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

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

44 readings

Total assets

$67.7M Dec 31, 2025 reported Form 5500

$64.1M (2024-12) · $59.4M (2023-12) · $51.6M (2022-12)

Plan assets

$64.1M Jan 1, 2025 reported Form 5500

$59.4M (2024-01) · $51.6M (2023-01) · $62.2M (2022-01)

Net assets

$67.7M Dec 31, 2025 reported Form 5500

$64.1M (2024-12) · $59.4M (2023-12) · $51.6M (2022-12)

Funded ratio

149.0% Jan 1, 2025 reported Form 5500

143.9% (2024-01) · 128.4% (2023-01) · 161.4% (2022-01)

Funding target

$28.2M Jan 1, 2025 reported Form 5500

$27.5M (2024-01) · $26.9M (2023-01) · $26.2M (2022-01)

Discount rate

5.34% Jan 1, 2025 reported Form 5500

5.18% (2024-01) · 5.26% (2023-01) · 5.42% (2022-01)

Participants

149 Jan 1, 2025 reported Form 5500

150 (2024-01) · 153 (2023-01) · 159 (2022-01)

Contributions

$0 Dec 31, 2025 reported Form 5500

$0 (2024-12) · $689,453 (2023-12) · $0 (2022-12)

Benefits paid

$1.5M Dec 31, 2025 reported Form 5500

$1.4M (2024-12) · $1.4M (2023-12) · $1.6M (2022-12)

Net investment income

$3.6M Dec 31, 2025 reported Form 5500

$4.6M (2024-12) · $7.9M (2023-12) · -$10.6M (2022-12)

Investment management fees

$215,600 Dec 31, 2025 reported Form 5500

$207,524 (2024-12) · $187,690 (2023-12) · $188,134 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	149	$64.1M	$28.2M	149.0%	$67.7M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	150	$59.4M	$27.5M	143.9%	$64.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	153	$51.6M	$26.9M	128.4%	$59.4M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	159	$62.2M	$26.2M	161.4%	$51.6M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Fayez Sarofim codes 28 51 $208,617 PY2025
Principal codes 21 $35,348 PY2025
Milliman, Inc. codes 11 17 $21,097 PY2025

+17 more service providers

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

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Provenance

Identifiers: EIN-PN 746039142-001

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.

Not yet on record: fund commitments.

Record history

6 dated events on the change ledger, latest event first

Funded status changed
2025-01-01source on record
Funded status changed
2024-01-01source on record
Total assets changed
2024-01-01source on record

+3 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

+4 connections on the graph

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