1 more adviser, 3 more managers, 31 more commitments and 2 more dated events

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Retirement Programs of Nl Industries, Inc.

Corporate pension· Dallas, Texas

Corporate pension, based in Dallas, Texas, reporting $75.7M in assets, for 1,797 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$75.7M
Funded ratio
100.0%
Fund commitments
13
Managers
4
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Commitments (13)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Retirement Programs of Nl Industries, Inc. total assets $42M -> $76M (+80.8%, 2023-12-31 to 2024-12-31).

Capital path

who backs this record, through what, into what; each name opens its own path
Retirement Programs of Nl Industries, Inc.
Funds committed to
All 13
Managers
All 6
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$75.7M
Total assets, Dec 31, 2024 reported
Funded
100.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
13
4 managers on Schedule C
Plan sponsor: NL Industries, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.6%
  • Other investments 1.7%
  • Common/collective trusts 49.5%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures

+3 more managers received commitments

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From Schedule C (investment management, code 28)

+3 more Schedule C managers

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What changed
7 events
  • Dec 31, 2024Assets changed
    Retirement Programs of Nl Industries, Inc. total assets $42M -> $76M (+80.8%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Retirement Programs of Nl Industries, Inc. funded ratio 94.6% -> 100.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Retirement Programs of Nl Industries, Inc. no longer reports Russell 2000 Index Nl Fund (State Street - Russell 2000) (last held $718,320 at 2022-12-31; absent from the 2023-12-31 filing)
    with State Street Global Advisors Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Retirement Programs of Nl Industries, Inc. first reports an interest in Nepc Diversified Credit Cit: $1M at 2023-12-31
    with Nepc Diversified Credit Citaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Retirement Programs of Nl Industries, Inc. no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $929,515 at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov

+2 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
34 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Nepc Emerging Markets Equity Citcollective trustNepc, LLCPublic equity$603,006 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Cif II US Investment Grade Intecollective trustWellington Trust Company, NaPooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ir&m Long Corporate Collective Fundcollective trustIr+m Collective InvestmentPooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov

+31 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
33 readings
Total assets
$75.7M Dec 31, 2024 reported Form 5500
$41.9M (2023-12) · $40.7M (2022-12)
Plan assets
$41.8M Jan 1, 2024 reported Form 5500
$40.6M (2023-01) · $53.9M (2022-01)
Net assets
$75.7M Dec 31, 2024 reported Form 5500
$41.9M (2023-12) · $40.7M (2022-12)
Funded ratio
100.0% Jan 1, 2024 reported Form 5500
94.6% (2023-01) · 107.5% (2022-01)
Funding target
$43.1M Jan 1, 2024 reported Form 5500
$45.8M (2023-01) · $46.7M (2022-01)
Discount rate
5.00% Jan 1, 2024 reported Form 5500
5.12% (2023-01) · 5.28% (2022-01)
Participants
1,797 Jan 1, 2024 reported Form 5500
1,861 (2023-01) · 1,912 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.5M (2022-12)
Benefits paid
$4.0M Dec 31, 2024 reported Form 5500
$4.1M (2023-12) · $4.1M (2022-12)
Net investment income
-$2.7M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · -$13.2M (2022-12)
Investment management fees
$56,442 Dec 31, 2024 reported Form 5500
$55,306 (2023-12) · $66,224 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,797$41.8M$43.1M100.0%$75.7MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,861$40.6M$45.8M94.6%$41.9MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,912$53.9M$46.7M107.5%$40.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+55 more service providers

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Provenance
Identifiers: EIN-PN 135267260-005
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

Retirement Programs of Nl Industries, Inc. sits on 6 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 6 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

7 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Holding in a pooled vehicle started
    2023-12-31source
  • Holding in a pooled vehicle ended
    2023-12-31source

+4 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

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+11 connections on the graph

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