9 more commitments and 2 more dated events

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 $249/month unless canceled.

I.U.O.E. Local 57 Pension Plan

Taft-Hartley plan· Johnston, Rhode Island

Taft-Hartley plan, based in Johnston, Rhode Island, reporting $296M in assets, for 964 participants.

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

Assets
$296M
Funded ratio
109.0%
Fund commitments
3
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (3)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 2025, I.U.O.E. Local 57 Pension Plan total assets $259M -> $296M (+14.3%, 2024-12-31 to 2025-12-31).

Capital path

who backs this record, through what, into what; each name opens its own path
I.U.O.E. Local 57 Pension Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$296M
Total assets, Dec 31, 2025 reported
Funded
109.0%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
3
1 manager on Schedule C
Plan sponsor: Trustees of I.U.O.E. Local 57
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Insurance company general account 1.1%
  • Other investments 0.9%
  • Partnership/joint venture interests 18.3%
  • 103-12 investment entities 75.6%
  • Common/collective trusts 2.0%
Consultants and advisers
1 firm
  • Segal Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
7 events
  • Dec 31, 2025Assets changed
    I.U.O.E. Local 57 Pension Plan total assets $259M -> $296M (+14.3%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Funded status changed
    I.U.O.E. Local 57 Pension Plan funded ratio 103.1% -> 109.0% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Jan 1, 2025Assets changed
    I.U.O.E. Local 57 Pension Plan plan assets $230M -> $258M (+12.5%, 2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Assets changed
    I.U.O.E. Local 57 Pension Plan total assets $230M -> $259M (+12.5%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    I.U.O.E. Local 57 Pension Plan plan assets $202M -> $230M (+13.9%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov

+2 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
12 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Equity Group Trust103 12 ieSegal Advisors, Inc.Public equity$153M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Fixed Income Group Trust103 12 ieSegal Advisors, Inc.Fixed income$70.1M heldDisclosed holdingaskebsa.dol.gov

+9 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.

Size and funding
40 readings
Total assets
$296M Dec 31, 2025 reported Form 5500
$259M (2024-12) · $230M (2023-12) · $202M (2022-12)
Plan assets
$258M Jan 1, 2025 reported Form 5500
$230M (2024-01) · $202M (2023-01) · $217M (2022-01)
Net assets
$296M Dec 31, 2025 reported Form 5500
$258M (2024-12) · $230M (2023-12) · $202M (2022-12)
Funded ratio
109.0% Jan 1, 2025 reported Form 5500
103.1% (2024-01) · 104.0% (2023-01) · 98.7% (2022-01)
Participants
964 Jan 1, 2025 reported Form 5500
894 (2024-01) · 856 (2023-01) · 782 (2022-01)
Contributions
$19.9M Dec 31, 2025 reported Form 5500
$20.3M (2024-12) · $18.7M (2023-12) · $18.7M (2022-12)
Benefits paid
$14.4M Dec 31, 2025 reported Form 5500
$13.2M (2024-12) · $12.4M (2023-12) · $11.5M (2022-12)
Net investment income
$37.1M Dec 31, 2025 reported Form 5500
$28.7M (2024-12) · $28.1M (2023-12) · -$15.5M (2022-12)
Investment management fees
$422,525 Dec 31, 2025 reported Form 5500
$379,098 (2024-12) · $321,744 (2023-12) · $18,719 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025964Not disclosedNot disclosedn/a$296M$54.1MNot disclosedNot disclosed
2024 to Dec 31, 2024894Not disclosedNot disclosedn/a$259M$45.8MNot disclosedNot disclosed
2023 to Dec 31, 2023856Not disclosedNot disclosedn/a$230M$45.1MNot disclosedNot disclosed
2022 to Dec 31, 2022782Not disclosedNot disclosedn/a$202M$43.5MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Segal Company codes 11 $387,967 PY2025
  • Segal Macro Advisors Inc codes 20 $97,504 PY2025
  • Aetna Life Insurance Company codes 13 $63,844 PY2025

+33 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance
Identifiers: EIN-PN 050298773-001
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.

Record history

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2025-01-01source
  • Total assets changed
    2025-01-01source

+4 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/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

+3 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Ask DFX