Gorton's Retirement Plan

Corporate pension· Gloucester, Massachusetts

Corporate pension, based in Gloucester, Massachusetts, reporting $54.4M in assets, for 233 participants.

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

Assets
$54.4M
Funded ratio
110.1%
Fund commitments
1
Managers
1
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Commitments (1)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: 1 Jan 2024, Gorton's Retirement Plan funded ratio 107.3% -> 110.1% (2023-01-01 to 2024-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
Gorton's Retirement Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$54.4M
Total assets, Dec 31, 2024 reported
Funded
110.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Plan sponsor: Gorton's Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • U.S. Government securities 24.7%
  • Common/collective trusts 71.1%
  • Registered investment companies 4.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
  • Jan 1, 2024Funded status changed
    Gorton's Retirement Plan funded ratio 107.3% -> 110.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Gorton's Retirement Plan funded ratio 140.2% -> 107.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Gorton's Retirement Plan plan assets $84M -> $59M (-29.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Agilis Long Credit Fundcollective trustAgilis Partners LLCPrivate credit$38.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Agilis Long Credit Fundcollective trustAgilis Partners LLCPrivate credit$41.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Agilis Long Credit Fundcollective trustAgilis Partners LLCPrivate credit$37.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$54.4M Dec 31, 2024 reported Form 5500
$58.6M (2023-12) · $59.3M (2022-12)
Plan assets
$58.6M Jan 1, 2024 reported Form 5500
$59.3M (2023-01) · $83.7M (2022-01)
Net assets
$54.4M Dec 31, 2024 reported Form 5500
$58.6M (2023-12) · $59.3M (2022-12)
Funded ratio
110.1% Jan 1, 2024 reported Form 5500
107.3% (2023-01) · 140.2% (2022-01)
Funding target
$58.6M Jan 1, 2024 reported Form 5500
$60.9M (2023-01) · $61.1M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.43% (2022-01)
Participants
233 Jan 1, 2024 reported Form 5500
232 (2023-01) · 244 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$3.3M Dec 31, 2024 reported Form 5500
$4.6M (2023-12) · $5.9M (2022-12)
Net investment income
-$4.2M Dec 31, 2024 reported Form 5500
-$739,072 (2023-12) · -$24.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024233$58.6M$58.6M110.1%$54.4MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023232$59.3M$60.9M107.3%$58.6MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022244$83.7M$61.1M140.2%$59.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Agilis Partners LLC codes 11 13 17 $79,286 PY2024
  • Empower Annuity Insurance Company codes 13 $78,723 PY2024
  • Mamacos, Bysiewicz & Associates LLC codes 10 $6,000 PY2024

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Provenance
Identifiers: EIN-PN 043575531-002
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

Gorton's Retirement Plan sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

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 $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

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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+7 connections on the graph

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