DFX Intelligence
The Retirement Plan for Employees of Middlesex Federal Savings, F.A.
Corporate pension· Somerville, Massachusetts
Corporate pension, based in Somerville, Massachusetts, reporting $26.2M in assets, for 100 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $26.2M
- Funded ratio
- 125.9%
- Fund commitments
- 1
- Managers
- 1
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. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own pathThe Retirement Plan for Employees of Middlesex Federal Savings, F.A.
Funds committed to
- Agilis Long Credit Fund1 commitment
Managers
- Agilis Partners LLC1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
$26.2M
Plan assets, Sep 1, 2024 reported
Funded
125.9%
Sep 1, 2024
Private markets target
no policy read
no policy read
Commitments
1
1 manager on Schedule C
Plan sponsor: Middlesex Federal Savings, F.A.
Consultants and advisers
1 firm
- Gallagher Benefit Services, Inc. Actuarythrough Aug 31, 2025 Form 5500
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
- Agilis Partners LLC1 row, latest Aug 31, 2025
From Schedule C (investment management, code 28)
- Agilis Partners LLCplan years
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Agilis Long Credit Fundcollective trust | Agilis Partners LLC | Private credit | $14.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
5 readings
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 100 | $26.2M | $19.7M | 125.9% | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Agilis Long Credit Fund Sched. D C $14.3M PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
Provenance
Identifiers: EIN-PN 041618915-001
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.
Not yet on record: allocation policy.
›Connections
every published relationship on the graph
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.