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

Western Industries, Inc. Employees Pension Plan

Corporate pensionSouthfield, MI
Assets
$18.1M
Total assets, Dec 31, 2024 reported
Funded
102.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
10
none on the tape
Plan sponsor: Western Industries, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 99.5%
  • Registered investment companies 0.6%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$2,132 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$19,609 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$15.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$747,510 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Short Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$434,833 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$10,983 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$18.1M Dec 31, 2024 reported Form 5500
$19.9M (2023-12) · $19.0M (2022-12)
Plan assets
$19.9M Jan 1, 2024 reported Form 5500
$19.0M (2023-01) · $22.8M (2022-01)
Net assets
$18.1M Dec 31, 2024 reported Form 5500
$19.9M (2023-12) · $19.0M (2022-12)
Funded ratio
102.3% Jan 1, 2024 reported Form 5500
101.0% (2023-01) · 104.7% (2022-01)
Funding target
$19.2M Jan 1, 2024 reported Form 5500
$20.3M (2023-01) · $20.5M (2022-01)
Discount rate
5.12% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.33% (2022-01)
Participants
614 Jan 1, 2024 reported Form 5500
644 (2023-01) · 659 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$127,000 (2023-12) · $0 (2022-12)
Benefits paid
$1.5M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.5M (2022-12)
Net investment income
$-1.8M Dec 31, 2024 reported Form 5500
$873,733 (2023-12) · $-3.8M (2022-12)
Investment management fees
$75,783 Dec 31, 2024 reported Form 5500
$69,170 (2023-12) · $82,529 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024614$19.9M$19.2M102.3%$18.1Mn/an/an/a
2023 to Dec 31, 2023644$19.0M$20.3M101.0%$19.9Mn/an/an/a
2022 to Dec 31, 2022659$22.8M$20.5M104.7%$19.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 27 50 64 $165,550 PY2024
  • Wipfli LLP codes 10 50 $16,500 PY2024
  • Prin Ldi Long Duration Sa-Z Sched. D P $4.0M PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2,132 PY2024
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $19,609 PY2024
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $14.0M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $155,021 PY2023
  • Wipfli LLP codes 10 50 $30,000 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P PY2023
  • Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
  • Prin Ldi Long Duration Sa-Z Sched. D P $4.5M PY2023
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P PY2023
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $15.3M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $86,808 PY2022
  • Strategies Wealth Advisors, LLC codes 27 50 $82,528 PY2022
  • Wipfli LLP codes 10 50 $19,000 PY2022
  • Prin Liquid Assets Sep Acct-Z Sched. D P $11.0M PY2022
  • Prin Ldi Short Dur Sep Acct-Z Sched. D P $434,833 PY2022
  • Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $10,983 PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $747,510 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
6 events
  • Dec 31, 2024Consultant changedinference
    Principal Life Insurance Company appears on Western Industries, Inc. Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Western Industries, Inc. Employees Pension Plan first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $4M at 2023-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Western Industries, Inc. Employees Pension Plan no longer reports Prin Liquid Assets Sep Acct-Z (Principal) (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Strategies Wealth Advisors, LLC no longer appears on Western Industries, Inc. Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Strategies Wealth Advisors, LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Western Industries, Inc. Employees Pension Plan funded ratio 104.7% -> 101.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Western Industries, Inc. Employees Pension Plan plan assets $23M -> $19M (-16.7%, 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 390808688-002
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.