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

Retirement Plan for Employees of Lufkin Gears LLC

Corporate pensionHouston, TX
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
142.4%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Lufkin Gears LLC
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
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
16 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$295M (2022-12)
Plan assets
$400M Jan 1, 2022 reported Form 5500
Net assets
$0 Dec 31, 2023 reported Form 5500
$295M (2022-12)
Funded ratio
142.4% Jan 1, 2022 reported Form 5500
Funding target
$275M Jan 1, 2022 reported Form 5500
Discount rate
5.41% Jan 1, 2022 reported Form 5500
Participants
3,056 Jan 1, 2023 reported Form 5500
3,181 (2022-01)
Benefits paid
$260M Dec 31, 2023 reported Form 5500
$23.2M (2022-12)
Net investment income
$-257M Dec 31, 2023 reported Form 5500
$-105M (2022-12)
Investment management fees
$391,730 Dec 31, 2023 reported Form 5500
$249,311 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20233,056n/an/an/a$0n/a$0n/a
2022 to Dec 31, 20223,181$400M$275M142.4%$295Mn/a$295Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2023Manager relationship started
    Fiduciary Management Inc appears on Retirement Plan for Employees of Lufkin Gears LLC's Schedule C as investment manager (plan year 2023 vs 2022)
    with Fiduciary Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Simply Connect appears on Retirement Plan for Employees of Lufkin Gears LLC's Schedule C as general consultant (plan year 2023 vs 2022)
    with Simply Connectaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Retirement Plan for Employees of Lufkin Gears LLC total assets $295M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 750404410-001
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.