Mountainone Financial, Inc. Pension Plan
Corporate pension, based in North Adams, Massachusetts, reporting $24.0M in assets, for 126 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Nov 1, 2024, Mountainone Financial, Inc. Pension Plan funded ratio 97.1% -> 117.3% (2023-11-01 to 2024-11-01).
21 more commitments
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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Capital path
who backs this record, through what, into what; each name opens its own path- Principal U.S. Property Sa-Z3 commitments
- Prin Diversified Intl Sa-Z3 commitments
- Prin Lgcp S&p 500 Index Sa-Z3 commitments
- Principal24 commitments
Relationship network
22 connected entities24 observed commitments10 repeat counterpartiescommitments 2023 to 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.
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.
- 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 pensionShowHide
Allocation policy
- Pooled separate accounts 100.0%
Consultants and advisers
- RPA Financial LLC Investment adviser (plan)through Oct 31, 2024 Form 5500
- Principal Global Investors LLC Investment adviser (plan)through Oct 31, 2023 Form 5500
- Principal Financial Group Actuarythrough Oct 31, 2023 Form 5500
People
Manager roster
- Principal24 rows, latest Oct 31, 2025
What changed
- Nov 1, 2024Funded status changedMountainone Financial, Inc. Pension Plan funded ratio 97.1% -> 117.3% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedMountainone Financial, Inc. Pension Plan plan assets $20M -> $24M (+21.8%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedMountainone Financial, Inc. Pension Plan total assets $20M -> $24M (+21.8%, 2023-10-31 to 2024-10-31)
- Dec 31, 2023Consultant changedinferenceRPA Financial LLC appears on Mountainone Financial, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with RPA Financial LLCaskebsa.dol.gov
- Nov 1, 2023Funded status changedMountainone Financial, Inc. Pension Plan funded ratio 107.8% -> 97.1% (2022-11-01 to 2023-11-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $978,470 held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Prin Diversified Intl Sa-Zseparate account | Principal | Hedge / diversifiers | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov |
+21 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 126 | $23.8M | $20.3M | 117.3% | $24.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 129 | $19.6M | $20.2M | 97.1% | $23.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 132 | $20.2M | $18.8M | 107.8% | $19.6M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $83,894 PY2024
- Principal Global Investors, LLC codes 27 50 $13,907 PY2024
- RPA Financial LLC codes 27 50 $10,000 PY2024
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Mountainone Financial, Inc. Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-11-01source on record
- Total assets changed2024-11-01source on record
- Total assets changed2024-10-31source on record
+2 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
+4 connections on the graph
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