Meijer Hourly Pension Plan

Corporate pension· Grand Rapids, Michigan

Corporate pension, based in Grand Rapids, Michigan, reporting $97.0M in assets, for 20,540 participants.

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

Assets
$97.0M
Funded ratio
95.3%
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: 31 Dec 2024, Meijer Hourly Pension Plan total assets $1.0B -> $97M (-90.5%, 2023-12-31 to 2024-12-31).

2 more advisers

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.

Relationship network

8 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
  • 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
$97.0M
Total assets, Dec 31, 2024 reported
Funded
95.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Meijer, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 21.7%
  • Master trust investment accounts 77.9%

Consultants and advisers

5 firms
  • Feg General consultantthrough Dec 31, 2022 Form 5500
  • Aon Actuarythrough Dec 31, 2022 Form 5500
  • Wells Fargo Bank Trusteethrough Dec 31, 2022 Form 5500

+2 more consultants and advisers advise this allocator

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

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

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.

What changed

5 events
  • Dec 31, 2024Assets changed
    Meijer Hourly Pension Plan total assets $1.0B -> $97M (-90.5%, 2023-12-31 to 2024-12-31)
  • Jan 1, 2024Funded status changed
    Meijer Hourly Pension Plan funded ratio 104.2% -> 95.3% (2023-01-01 to 2024-01-01)
  • Dec 31, 2023Manager relationship endedinference
    Wells Fargo no longer appears on Meijer Hourly Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Wells Fargo Bankaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Meijer Hourly Pension Plan funded ratio 107.1% -> 104.2% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Meijer Hourly Pension Plan plan assets $1.2B -> $1.0B (-14.4%, 2022-01-01 to 2023-01-01)
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

29 readings
Total assets
$97.0M Dec 31, 2024 reported Form 5500
$1.0B (2023-12) · $1.0B (2022-12)
Plan assets
$1.0B Jan 1, 2024 reported Form 5500
$1.0B (2023-01) · $1.2B (2022-01)
Net assets
$97.0M Dec 31, 2024 reported Form 5500
$1.0B (2023-12) · $1.0B (2022-12)
Funded ratio
95.3% Jan 1, 2024 reported Form 5500
104.2% (2023-01) · 107.1% (2022-01)
Funding target
$914M Jan 1, 2024 reported Form 5500
$889M (2023-01) · $874M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.06% (2023-01) · 5.41% (2022-01)
Participants
20,540 Jan 1, 2024 reported Form 5500
21,470 (2023-01) · 21,976 (2022-01)
Benefits paid
$1.0B Dec 31, 2024 reported Form 5500
$56.4M (2023-12) · $50.1M (2022-12)
Net investment income
-$922M Dec 31, 2024 reported Form 5500
$4.3M (2023-12) · -$171M (2022-12)
Investment management fees
$110,211 Dec 31, 2024 reported Form 5500
$106,587 (2023-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202420,540$1.0B$914M95.3%$97.0MNot disclosed$75.6MNot disclosed
2023 to Dec 31, 202321,470$1.0B$889M104.2%$1.0BNot disclosed$1.0BNot disclosed
2022 to Dec 31, 202221,976$1.2B$874M107.1%$1.0BNot disclosed$1.0BNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+14 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 381274536-003
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.

Not yet on record: fund commitments, managers.

Record history

5 dated events on the change ledger, latest event first
  • Total assets changed
    2024-12-31source on record
  • Funded status changed
    2024-01-01source on record
  • Manager relationship ended
    2023-12-31source on record

+2 more changes on this record's ledger

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

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

+6 connections on the graph

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