Filings through .
4 of 18 flags tripped on the 2024 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$423K in admin expenses, $1114 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds hold $15.2M of the plan's $15.5M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MML Barings Core Bond Fund Service Class MassMutual · Separate account | $1.9M | 12.6% |
| Long Duration Bond Fund Empower · Separate account Recordkeeper's own fund | $1.9M | 12.3% |
| MassMutual Diversified Value Fund Service Class MassMutual · Separate account | $1.7M | 11.0% |
| MassMutual Mid Cap Growth Fund Service Class MassMutual · Separate account | $1.7M | 10.8% |
| Virtus NFJ Small-Cap Value Fund A Virtus · Separate account | $1.6M | 10.8% |
| Calvert Equity Fund Class A Morgan Stanley · Separate account | $1.6M | 10.5% |
| MML Barings Short-Duration Bond Fund Service Class MassMutual · Separate account | $1.3M | 8.8% |
| MassMutual Total Return Bond Fund Class R4 MassMutual · Separate account | $1.1M | 7.3% |
| MassMutual Strategic Emerging Markets Fund Service Class MassMutual · Separate account | $872K | 5.7% |
| Invesco Real Estate Fund Class Y Invesco · Separate account | $802K | 5.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
THE ANGELL PENSION GROUP, INC.10+ years Service code 11 · EIN 04-2530412 Actuarial | $155,804 |
JOHNSON OCONNOR1 year Filed as: JOHNSON OCONNOR FERON & CARUCCI LLP Service code 10 · EIN 20-3985546 Accounting | $17,600 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2024 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Jeffrey C. Liter The Angell Pension Group, Inc. Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2015 to 2024