The Esab Group, Inc. Consolidated Retirement Plan
Corporate pension, based in North Bethesda, Maryland, reporting $140M in assets, for 2,669 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The Esab Group, Inc. Consolidated Retirement Plan first reports an interest in NT Collective World Ex-Us Index Fun (Northern Trust Collective Eafe Inde): $11M at 2024-12-31.
1 more adviser and 27 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective S&p 400 Index Fund3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- NT Collective Emerging Mkts Index F3 commitments
- Northern Trust Investments, Inc.30 commitments
Relationship network
29 connected entities30 observed commitments11 repeat counterpartiescommitments 2022 to 2024
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
- Interest-bearing cash 0.3%
- Employer securities 9.6%
- Insurance company general account 0.8%
- Common/collective trusts 89.3%
Consultants and advisers
- Bank of New York Mellon General consultantthrough Dec 31, 2022 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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
- Northern Trust Investments, Inc.30 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Holding startedThe Esab Group, Inc. Consolidated Retirement Plan first reports an interest in NT Collective World Ex-Us Index Fun (Northern Trust Collective Eafe Inde): $11M at 2024-12-31with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Esab Group, Inc. Consolidated Retirement Plan no longer reports NT Collective Quant Enhanced Eafe F (Northern Trust Collective Eafe Inde) (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Jan 1, 2024Funded status changedThe Esab Group, Inc. Consolidated Retirement Plan funded ratio 107.1% -> 111.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Esab Group, Inc. Consolidated Retirement Plan funded ratio 119.1% -> 107.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Esab Group, Inc. Consolidated Retirement Plan plan assets $201M -> $148M (-26.3%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective S&p 400 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $4.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $28.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Emerging Mkts Index Fcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $6.3M held | Disclosed holding | askebsa.dol.gov |
+27 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Dec 31, 2024 | 2,669 | $146M | $137M | 111.5% | $140M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,469 | $148M | $152M | 107.1% | $146M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,638 | $201M | $158M | 119.1% | $149M | Not disclosed | Not disclosed | Not disclosed |
- Cbiz codes 11 15 17 38 50 64 70 $493,085 PY2024
- Northern Trust Company codes 21 24 28 36 50 52 62 $147,472 PY2024
- BDO USA, P.C. codes 10 16 50 70 $18,118 PY2024
+43 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
The Esab Group, Inc. Consolidated Retirement Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Funded status changed2024-01-01source on record
+2 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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.