DFX Intelligence

Allocator Intelligence

Retirement Plan for Employees of Lufkin Gears LLC

Corporate pension· Houston, Texas

Corporate pension, based in Houston, Texas, for 3,056 participants.

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

Funded ratio
142.4%
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Open searchesAllocation policy
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 2023, Simply Connect appears on Retirement Plan for Employees of Lufkin Gears LLC's Schedule C as general consultant (plan year 2023 vs 2022).

1 more adviser

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

11 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.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Dec 31, 2023 reported
Funded
142.4%
Jan 1, 2022
Private markets target
no policy read
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

+1 more consultant or adviser 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

2 managers on Schedule C
From Schedule C (investment management, code 28)

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.

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, 20233,056Not disclosedNot disclosedn/a$0Not disclosed$0Not disclosed
2022 to Dec 31, 20223,181$400M$275M142.4%$295MNot disclosed$295MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+13 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 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.

Not yet on record: assets, fund commitments, managers.

Record history

3 dated events on the change ledger, latest event first
  • Manager relationship started
    2023-12-31source on record
  • Consultant changed
    2023-12-31source on record
  • Total assets changed
    2023-12-31source on record

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

+7 connections on the graph

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