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

Kirby Pension Plan

Corporate pensionHouston, TX
Assets
$373M
Total assets, Dec 31, 2024 reported
Funded
107.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Kirby Corporation
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
4 firms
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)
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
29 readings
Total assets
$373M Dec 31, 2024 reported Form 5500
$341M (2023-12) · $316M (2022-12)
Plan assets
$341M Jan 1, 2024 reported Form 5500
$316M (2023-01) · $394M (2022-01)
Net assets
$373M Dec 31, 2024 reported Form 5500
$341M (2023-12) · $316M (2022-12)
Funded ratio
107.5% Jan 1, 2024 reported Form 5500
96.2% (2023-01) · 125.4% (2022-01)
Funding target
$293M Jan 1, 2024 reported Form 5500
$301M (2023-01) · $288M (2022-01)
Discount rate
5.21% Jan 1, 2024 reported Form 5500
5.35% (2023-01) · 5.53% (2022-01)
Participants
2,382 Jan 1, 2024 reported Form 5500
2,850 (2023-01) · 2,879 (2022-01)
Benefits paid
$13.5M Dec 31, 2024 reported Form 5500
$29.6M (2023-12) · $11.4M (2022-12)
Net investment income
$31.7M Dec 31, 2024 reported Form 5500
$24.6M (2023-12) · $-77.9M (2022-12)
Investment management fees
$80,569 Dec 31, 2024 reported Form 5500
$74,858 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,382$341M$293M107.5%$373Mn/a$373Mn/a
2023 to Dec 31, 20232,850$316M$301M96.2%$341Mn/a$341Mn/a
2022 to Dec 31, 20222,879$394M$288M125.4%$316Mn/a$316Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship endedinference
    Northern Trust Investements Inc no longer appears on Kirby Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Northern Trust Investmentsaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Kirby Pension Plan funded ratio 96.2% -> 107.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Kirby Pension Plan funded ratio 125.4% -> 96.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Kirby Pension Plan plan assets $394M -> $316M (-19.8%, 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 741884980-002
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.