DFX Intelligence

Allocator Intelligence

The Retirement Plan for Employees of Middlesex Federal Savings, F.A.

Corporate pension· Somerville, Massachusetts

Corporate pension, based in Somerville, Massachusetts, reporting $26.2M in assets, for 100 participants.

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

Assets
$26.2M
Funded ratio
125.9%
Fund commitments
1
Managers
1
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (1)Managers
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. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
The Retirement Plan for Employees of Middlesex Federal Savings, F.A.
Funds committed to
Managers

Relationship network

5 connected entities1 observed commitmentcommitments 2025

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.

The Retirement Plan for Employees of Middlesex Federal Savings, F.A.
MA
Reading the network
  • Sponsor
  • Fund or vehicle
  • 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
$26.2M
Plan assets, Sep 1, 2024 reported
Funded
125.9%
Sep 1, 2024
Private markets target
no policy read
no policy read
Commitments
1
1 manager on Schedule C
Plan sponsor: Middlesex Federal Savings, F.A.

Consultants and advisers

1 firm

People

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

Manager roster

1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

What changed

No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2025Agilis Long Credit Fundcollective trustAgilis Partners LLCPrivate credit$14.3M heldDisclosed holdingaskebsa.dol.gov

Size and funding

5 readings
Plan assets
$26.2M Sep 1, 2024 reported Form 5500
Funded ratio
125.9% Sep 1, 2024 reported Form 5500
Funding target
$19.7M Sep 1, 2024 reported Form 5500
Discount rate
5.44% Sep 1, 2024 reported Form 5500
Participants
100 Sep 1, 2024 reported Form 5500

Form 5500 filings

1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 2025100$26.2M$19.7M125.9%Not disclosedNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

Provenance

Identifiers: EIN-PN 041618915-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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: allocation policy.

›Connections

every published relationship on the graph

+3 connections on the graph

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