The Budd Company Employee Pension Plan
Corporate pension, based in Beaverton, Oregon, for 3,002 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, The Budd Company Employee Pension Plan total assets $363M -> $0 (-100.0%, 2024-11-30 to 2025-09-30).
4 more advisers and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Relationship network
20 connected entities
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.
- 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
- Master trust investment accounts 100.0%
Consultants and advisers
- Plante & Moran Holding Group LLP Pension consultantthrough Sep 30, 2025 Form 5500
- Wellington Trust Company Pension consultantthrough Sep 30, 2025 Form 5500
- Alirt Insurance Research Pension consultantthrough Sep 30, 2025 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
What changed
- Sep 30, 2025Assets changedThe Budd Company Employee Pension Plan total assets $363M -> $0 (-100.0%, 2024-11-30 to 2025-09-30)
- Dec 31, 2024Consultant changedinferenceAlirt Insurance Research appears on The Budd Company Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Alirt Insurance Researchaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePlante & Moran Holding Group LLP appears on The Budd Company Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Plante & Moran Holding Group LLPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWellington Trust appears on The Budd Company Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Wellington Trust Companyaskebsa.dol.gov
- Dec 1, 2024Funded status changedThe Budd Company Employee Pension Plan funded ratio 92.9% -> 87.1% (2023-12-01 to 2024-12-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
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 Sep 30, 2025 | 3,002 | $363M | $345M | 87.1% | $0 | Not disclosed | $0 | Not disclosed |
| 2023 to Nov 30, 2024 | 3,114 | $357M | $373M | 92.9% | $363M | Not disclosed | $363M | Not disclosed |
| 2022 to Nov 30, 2023 | 3,325 | $394M | $398M | 97.1% | $357M | Not disclosed | $357M | Not disclosed |
- Benefit Outsourcing Solutions, Inc. codes 13 $310,640 PY2024
- Thyssenkrupp North America, LLC codes 14 $196,322 PY2024
- NEW England Pension Consultants codes 16 $182,374 PY2024
+42 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: assets, fund commitments, managers.
Record history
- Total assets changed2025-09-30source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.