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Corporate pension in Massachusetts

Corporate pension· Dedham, Massachusetts

Corporate pension, based in Dedham, Massachusetts, reporting $74.6M in assets, for 281 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $74.6M
Funded ratio: 139.8%
Fund commitments: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy

As of 2024-01-01 · 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, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in Massachusetts

Funds committed to

River and Merc Long Credit Fund1 commitment

Managers

Agilis Partners LLC1 commitment

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$74.6M

Total assets, Dec 31, 2024 reported

Funded

139.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 5.6%
Non-interest-bearing cash 0.6%
U.S. Government securities 9.3%
Other investments 3.8%
Registered investment companies 53.8%
Common stock 26.9%

Consultants and advisers

2 firms

this allocator Actuarythrough Dec 31, 2022 Form 5500
this allocator Actuarythrough Dec 31, 2022 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 Dec 31, 2023

From Schedule C (investment management, code 28)

Agilis Partners LLCplan years 2022
Marcum LLPplan years 2022

What changed

3 events

Jan 1, 2024Funded status changed
down 4 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 13 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $14.5Maskebsa.dol.gov

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 Dec 31, 2023	River and Merc Long Credit Fundcollective trust	Agilis Partners LLC	Private credit	$30.2M held		Disclosed holding	askebsa.dol.gov

Size and funding

29 readings

Total assets

$74.6M Dec 31, 2024 reported Form 5500

$79.6M (2023-12) · $83.2M (2022-12)

Plan assets

$79.8M Jan 1, 2024 reported Form 5500

$83.2M (2023-01) · $97.7M (2022-01)

Net assets

$74.6M Dec 31, 2024 reported Form 5500

$79.6M (2023-12) · $83.2M (2022-12)

Funded ratio

139.8% Jan 1, 2024 reported Form 5500

143.4% (2023-01) · 156.0% (2022-01)

Funding target

$53.9M Jan 1, 2024 reported Form 5500

$56.5M (2023-01) · $53.0M (2022-01)

Discount rate

5.21% Jan 1, 2024 reported Form 5500

5.29% (2023-01) · 5.45% (2022-01)

Participants

281 Jan 1, 2024 reported Form 5500

354 (2023-01) · 348 (2022-01)

Contributions

$3.2M Dec 31, 2022 reported Form 5500

Benefits paid

$2.6M Dec 31, 2024 reported Form 5500

$3.0M (2023-12) · $2.8M (2022-12)

Net investment income

-$1.1M Dec 31, 2024 reported Form 5500

$1.2M (2023-12) · -$14.5M (2022-12)

Investment management fees

$180,976 Dec 31, 2023 reported Form 5500

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	281	$79.8M	$53.9M	139.8%	$74.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	354	$83.2M	$56.5M	143.4%	$79.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	348	$97.7M	$53.0M	156.0%	$83.2M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Agilis Partners LLC codes 28 50 $145,144 PY2024
this allocator codes 11 15 50 64 $88,053 PY2024
Marcum LLP codes 28 50 $20,600 PY2024

+14 more service providers

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Provenance

Identifiers: none on file

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: managers.

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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+5 connections on the graph

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