6 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.
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Optimus Steel Pension Plan
Corporate pension, based in The Woodlands, Texas, reporting $11.7M in assets, for 134 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $11.7M
- Funded ratio
- 79.1%
- Fund commitments
- 3
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Oct 2024, Optimus Steel Pension Plan plan assets $9M -> $11M (+20.1%, 2023-10-01 to 2024-10-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Massmutual Mid Cap Growth I3 commitments
- Massmutual US Govt Mny Mkt R53 commitments
- Fidelity 500 Index3 commitments
- Goldman Sachs3 commitments
- Blackrock Investments, LLC1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 97.7%
- Milliman, Inc. Actuarythrough Sep 30, 2023 Form 5500
- Goldman Sachs3 rows, latest Sep 30, 2025
- Blackrock Investments, LLC1 row, latest Sep 30, 2023
- Goldman Sachsplan years
- Blackrock Investments, LLCplan years
- Oct 1, 2024Assets changedOptimus Steel Pension Plan plan assets $9M -> $11M (+20.1%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedOptimus Steel Pension Plan total assets $9M -> $11M (+20.0%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedOptimus Steel Pension Plan funded ratio 77.4% -> 80.3% (2022-10-01 to 2023-10-01)
- Oct 1, 2023Assets changedOptimus Steel Pension Plan plan assets $8M -> $9M (+12.6%, 2022-10-01 to 2023-10-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Massmutual Mid Cap Growth Iseparate account | Massmutual | Pooled vehicles | $591,920 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Fidelity 500 Indexseparate account | Goldman Sachs | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov |
+6 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 $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 134 | $10.7M | $12.2M | 79.1% | $11.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 135 | $8.9M | $12.1M | 80.3% | $10.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 135 | $7.9M | $11.3M | 77.4% | $8.9M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 64 $76,255 PY2024
- MFS Value R3 Sched. D P $1.7M PY2024
- Massmutual Blue Chip Growth R5 Sched. D P $1.8M PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Funded status changed2023-10-01source
- Total assets changed2023-10-01source
- Total assets changed2024-10-01source
+1 more change 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
every published relationship on the graph
+4 connections on the graph
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