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Retirement Plan for Corning Natural Gas Corporation

Corporate pension· Corning, New York

Corporate pension, based in Corning, New York, reporting $23.1M in assets, for 170 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: $23.1M
Funded ratio: 95.2%

View relationships Ask DFX about this allocator

Open searches 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, Retirement Plan for Corning Natural Gas Corporation plan assets $18M -> $21M (+15.3%, 2023-01-01 to 2024-01-01).

1 more dated event

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Relationship network

6 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network

Sponsor
Service provider
Organization

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

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

Corporate pension

Assets

$23.1M

Total assets, Dec 31, 2024 reported

Funded

95.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Corning Natural Gas Corporation

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 5.5%
Corporate debt instruments (other) 9.1%
U.S. Government securities 26.1%
Registered investment companies 9.4%
Common stock 48.6%

Consultants and advisers

3 firms

Charles Schwab Trust Custodianthrough Dec 31, 2023 Form 5500
State Street Custodianthrough Dec 31, 2022 Form 5500
Bpas Actuarial and Pension Services Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on Schedule C

From Schedule C (investment management, code 28)

Wealth Enhancement Groupplan years 2023
Qciplan years 2022

What changed

6 events

Jan 1, 2024Assets changed
Retirement Plan for Corning Natural Gas Corporation plan assets $18M -> $21M (+15.3%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
Qci no longer appears on Retirement Plan for Corning Natural Gas Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
with Qciaskebsa.dol.gov
Dec 31, 2023Manager relationship started
Wealth Enhancement appears on Retirement Plan for Corning Natural Gas Corporation's Schedule C as investment manager (plan year 2023 vs 2022)
with Wealth Enhancement Groupaskebsa.dol.gov
Dec 31, 2023Assets changed
Retirement Plan for Corning Natural Gas Corporation total assets $18M -> $21M (+15.5%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Retirement Plan for Corning Natural Gas Corporation funded ratio 100.0% -> 93.5% (2022-01-01 to 2023-01-01)
askebsa.dol.gov

+1 more dated event

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

31 readings

Total assets

$23.1M Dec 31, 2024 reported Form 5500

$21.3M (2023-12) · $18.4M (2022-12)

Plan assets

$21.3M Jan 1, 2024 reported Form 5500

$18.4M (2023-01) · $22.1M (2022-01)

Net assets

$23.1M Dec 31, 2024 reported Form 5500

$21.3M (2023-12) · $18.4M (2022-12)

Funded ratio

95.2% Jan 1, 2024 reported Form 5500

93.5% (2023-01) · 100.0% (2022-01)

Funding target

$22.0M Jan 1, 2024 reported Form 5500

$21.7M (2023-01) · $20.9M (2022-01)

Discount rate

5.20% Jan 1, 2024 reported Form 5500

5.27% (2023-01) · 5.42% (2022-01)

Participants

170 Jan 1, 2024 reported Form 5500

160 (2023-01) · 159 (2022-01)

Contributions

$806,125 Dec 31, 2024 reported Form 5500

$919,643 (2023-12) · $581,801 (2022-12)

Benefits paid

$1.5M Dec 31, 2024 reported Form 5500

$1.4M (2023-12) · $1.4M (2022-12)

Net investment income

$1.8M Dec 31, 2024 reported Form 5500

$2.9M (2023-12) · -$3.7M (2022-12)

Investment management fees

$72,478 Dec 31, 2022 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	170	$21.3M	$22.0M	95.2%	$23.1M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	160	$18.4M	$21.7M	93.5%	$21.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	159	$22.1M	$20.9M	100.0%	$18.4M	Not disclosed	Not disclosed	Not disclosed

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

Wealth Enhancement codes 28 $106,355 PY2024
Charles Schwab codes 19 $8,308 PY2024
Bpas Actuarial & Pension Services codes 11 PY2024

+6 more service providers

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

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Provenance

Identifiers: EIN-PN 160397420-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 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: fund commitments, managers.

Record history

6 dated events on the change ledger, latest event first

Total assets changed
2024-01-01source on record
Manager relationship ended
2023-12-31source on record
Manager relationship started
2023-12-31source on record

+3 more changes 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

+6 connections on the graph

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