DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Plymouth Tube Company USA Hourly-Rated Employees' Pension Plan
Corporate pensionWarrenville, IL
Assets
$3.8M
Total assets, Aug 31, 2025 reported
Funded
94.4%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: Plymouth Tube Company
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Master trust investment accounts 98.6%
Consultants and advisers
2 firms
- Principal Bank Trusteethrough Aug 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Aug 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
30 readings
Net investment income
$171,452 (2024-08) · $-93,549 (2023-08)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 176 | $3.8M | $3.4M | 94.4% | $3.8M | n/a | $3.7M | n/a |
| 2023 to Aug 31, 2024 | 182 | $3.6M | $3.6M | 100.3% | $3.8M | n/a | $3.7M | n/a |
| 2022 to Aug 31, 2023 | 184 | $3.7M | $3.5M | 101.1% | $3.6M | n/a | $3.5M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Bank codes 21 50 $3,193 PY2024
- Plymouth Tube CO.DB Master Trust Sched. D M $3.7M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Principal Bank codes 21 50 $5,976 PY2023
- Plymouth Tube CO.DB Master Trust Sched. D M $3.7M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Principal Bank codes 21 50 $7,172 PY2022
- Plymouth Tube CO.DB Master Trust Sched. D M $3.5M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
1 events
- Sep 1, 2024Funded status changedPlymouth Tube Company USA Hourly-Rated Employees' Pension Plan funded ratio 100.3% -> 94.4% (2023-09-01 to 2024-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 380933700-004
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.