Rand-Whitney Retirement Plan for Members of Bargaining Units
Corporate pension, based in Worcester, Massachusetts, reporting $5.2M in assets, for 314 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Fiduciary Investment Advisors no longer appears on Rand-Whitney Retirement Plan for Members of Bargaining Units's Schedule C as investment adviser (plan) (plan year 2025 vs 2024).
5 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.
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Relationship network
4 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.
- 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
- Interest-bearing cash 4.2%
- Registered investment companies 95.8%
Consultants and advisers
- Fiduciary Investment Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Charles Schwab Trust Bank Custodianthrough Dec 31, 2025 Form 5500
- Pentegra Services, Inc. Actuarythrough Dec 31, 2025 Form 5500
People
Manager roster
What changed
- Dec 31, 2025Consultant changedinferenceFiduciary Investment Advisors no longer appears on Rand-Whitney Retirement Plan for Members of Bargaining Units's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Fiduciary Investment Advisorsaskebsa.dol.gov
- Dec 31, 2025Assets changedRand-Whitney Retirement Plan for Members of Bargaining Units total assets $4M -> $5M (+19.0%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedRand-Whitney Retirement Plan for Members of Bargaining Units funded ratio 91.0% -> 96.9% (2024-01-01 to 2025-01-01)
- Jan 1, 2025Assets changedRand-Whitney Retirement Plan for Members of Bargaining Units plan assets $4M -> $4M (+12.4%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Assets changedRand-Whitney Retirement Plan for Members of Bargaining Units total assets $4M -> $4M (+12.6%, 2023-12-31 to 2024-12-31)
+5 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.
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 314 | $4.4M | $4.5M | 96.9% | $5.2M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 258 | $3.9M | $4.3M | 91.0% | $4.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 242 | $3.3M | $4.0M | 82.6% | $3.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 244 | $4.1M | $3.8M | 108.0% | $3.3M | Not disclosed | Not disclosed | Not disclosed |
- Charles Schwab Trust Bank codes 19 21 $28,014 PY2025
- Pentegra Services, Inc. codes 11 PY2025
- Fiduciary Investment Advisors codes 27 52 $25,598 PY2024
+5 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Consultant changed2025-12-31source on record
- Total assets changed2025-12-31source on record
- Funded status changed2025-01-01source on record
+7 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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