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

Moen Incorporated Pension Plan

Corporate pensionNorth Olmsted, OH
Assets
$127M
Total assets, Dec 31, 2024 reported
Funded
98.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Moen Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 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
33 readings
Total assets
$127M Dec 31, 2024 reported Form 5500
$267M (2023-12) · $278M (2022-12)
Plan assets
$267M Jan 1, 2024 reported Form 5500
$278M (2023-01) · $381M (2022-01)
Net assets
$127M Dec 31, 2024 reported Form 5500
$267M (2023-12) · $278M (2022-12)
Funded ratio
98.8% Jan 1, 2024 reported Form 5500
91.1% (2023-01) · 112.1% (2022-01)
Funding target
$274M Jan 1, 2024 reported Form 5500
$308M (2023-01) · $295M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.44% (2022-01)
Participants
3,472 Jan 1, 2024 reported Form 5500
3,965 (2023-01) · 4,035 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $2.0M (2022-12)
Benefits paid
$143M Dec 31, 2024 reported Form 5500
$35.1M (2023-12) · $14.9M (2022-12)
Net investment income
$-140M Dec 31, 2024 reported Form 5500
$-11.1M (2023-12) · $-102M (2022-12)
Investment management fees
$330,776 Dec 31, 2024 reported Form 5500
$384,128 (2023-12) · $510,966 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,472$267M$274M98.8%$127Mn/a$127Mn/a
2023 to Dec 31, 20233,965$278M$308M91.1%$267Mn/a$267Mn/a
2022 to Dec 31, 20224,035$381M$295M112.1%$278Mn/a$276Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Assets changed
    Moen Incorporated Pension Plan total assets $267M -> $127M (-52.3%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Moen Incorporated Pension Plan funded ratio 91.1% -> 98.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Willis Towers Watson appears on Moen Incorporated Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Willis Towers Watson US LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Moen Incorporated Pension Plan funded ratio 112.1% -> 91.1% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Moen Incorporated Pension Plan plan assets $381M -> $278M (-26.9%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 360548230-001
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.