DFX Intelligence

Allocator Intelligence

Nordson Corporation Hourly-Rated Employees Pension Plan

Corporate pension· Westlake, Ohio

Corporate pension, based in Westlake, Ohio, for 378 participants.

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

Funded ratio
85.8%
Managers
2
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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 Oct 2025, Nordson Corporation Hourly-Rated Employees Pension Plan total assets $34M -> $0 (-100.0%, 2024-10-31 to 2025-10-31).

4 more advisers and 3 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

14 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, Oct 31, 2025 reported
Funded
85.8%
Nov 1, 2024
Private markets target
no policy read
policy Oct 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: Nordson Corporation

Allocation policy

Form 5500, as of Oct 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 94.8%

Consultants and advisers

7 firms

+4 more consultants and advisers advise this allocator

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

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People

No investment staff or executives have been read for this allocator yet.

Manager roster

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

What changed

8 events
  • Oct 31, 2025Assets changed
    Nordson Corporation Hourly-Rated Employees Pension Plan total assets $34M -> $0 (-100.0%, 2024-10-31 to 2025-10-31)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    JP Morgan Investment Mgmt, Inc. appears on Nordson Corporation Hourly-Rated Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Nov 1, 2024Funded status changed
    Nordson Corporation Hourly-Rated Employees Pension Plan funded ratio 90.5% -> 85.8% (2023-11-01 to 2024-11-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Fisher Asset Management LLC appears on Nordson Corporation Hourly-Rated Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Fisher Investmentsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Logan Circle Partners, LP appears on Nordson Corporation Hourly-Rated Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Logan Circle Partners, LPaskebsa.dol.gov

+3 more dated events

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

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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

30 readings
Total assets
$0 Oct 31, 2025 reported Form 5500
$34.3M (2024-10) · $31.8M (2023-10)
Plan assets
$33.4M Nov 1, 2024 reported Form 5500
$32.0M (2023-11) · $34.9M (2022-11)
Net assets
$0 Oct 31, 2025 reported Form 5500
$34.3M (2024-10) · $31.8M (2023-10)
Funded ratio
85.8% Nov 1, 2024 reported Form 5500
90.5% (2023-11) · 101.1% (2022-11)
Funding target
$28.8M Nov 1, 2024 reported Form 5500
$30.7M (2023-11) · $30.5M (2022-11)
Discount rate
5.32% Nov 1, 2024 reported Form 5500
5.12% (2023-11) · 5.30% (2022-11)
Participants
378 Nov 1, 2024 reported Form 5500
385 (2023-11) · 392 (2022-11)
Benefits paid
$2.5M Oct 31, 2025 reported Form 5500
$2.6M (2024-10) · $2.4M (2023-10)
Net investment income
-$586,742 Oct 31, 2025 reported Form 5500
$2.5M (2024-10) · -$2.9M (2023-10)
Investment management fees
$85,325 Oct 31, 2025 reported Form 5500
$135,046 (2024-10) · $97,353 (2023-10)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 2025378$33.4M$28.8M85.8%$0Not disclosed$0Not disclosed
2023 to Oct 31, 2024385$32.0M$30.7M90.5%$34.3MNot disclosed$32.5MNot disclosed
2022 to Oct 31, 2023392$34.9M$30.5M101.1%$31.8MNot disclosed$31.5MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+23 more service providers

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

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Provenance

Identifiers: EIN-PN 340590250-004
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.

Not yet on record: assets, fund commitments.

Record history

8 dated events on the change ledger, latest event first
  • Total assets changed
    2025-10-31source on record
  • Manager relationship started
    2024-12-31source on record
  • Funded status changed
    2024-11-01source on record

+5 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

+11 connections on the graph

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