This allocator's name

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Corporate pension in New Jersey

Corporate pension· Plainsboro, New Jersey

Corporate pension, based in Plainsboro, New Jersey, reporting $215M in assets, for 1,313 participants.

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

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

$215M assets · 109.5% funded ratioAll 4

Assets: $215M
Funded ratio: 109.5%
Fund commitments: 2
Managers: 2

View relationships

View relationshipsOpen searches Plans backing its top manager Similar plans, same strategy Commitments (2)Allocation policy Managers

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

Suggest a correction

Nothing material in the last 90 days. Last change: Dec 31, 2024, Holding started.

This allocator's name

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Capital path

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

Corporate pension in New Jersey

Funds committed to

Wtc-Cif II Long Bond Portfolio2 commitments
Intermediate Duration Credit Collec1 commitment

Managers

Wellington Trust Company, Na2 commitments
Goldman Sachs Asset Management1 commitment

Relationship network

15 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2024

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.

Some relationships on this record are counted rather than named here. They open with the full profile.

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
Fund or vehicle
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.

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

Corporate pension

Assets

$215M

Total assets, Dec 31, 2024 reported

Funded

109.5%

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 4.4%
U.S. Government securities 6.3%
Common/collective trusts 53.3%
Registered investment companies 34.5%

Consultants and advisers

3 firms

Aon Actuarythrough Dec 31, 2022 Form 5500
AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
Wells Fargo Bank Trusteethrough Dec 31, 2022 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

Wellington Trust Company, Na2 rows, latest Dec 31, 2023
Goldman Sachs Asset Management1 row, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Curcio Webbplan years 2022
Wellington Trust Companyplan years 2022

What changed

5 events

Dec 31, 2024Holding started
with Goldman Sachs Asset Management$54.0Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Wellington Trust Company, Na$75.7Maskebsa.dol.gov
Jan 1, 2024Funded status changed
6 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 7 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $51.9Maskebsa.dol.gov

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

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Intermediate Duration Credit Colleccollective trust	Goldman Sachs Asset Management	Private credit	$54.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Wtc-Cif II Long Bond Portfoliocollective trust	Wellington Trust Company, Na	Fixed income	$75.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Wtc-Cif II Long Bond Portfoliocollective trust	Wellington Trust Company, Na	Fixed income	$70.4M held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$215M Dec 31, 2024 reported Form 5500

$214M (2023-12) · $196M (2022-12)

Plan assets

$214M Jan 1, 2024 reported Form 5500

$196M (2023-01) · $248M (2022-01)

Net assets

$215M Dec 31, 2024 reported Form 5500

$214M (2023-12) · $196M (2022-12)

Funded ratio

109.5% Jan 1, 2024 reported Form 5500

104.0% (2023-01) · 111.1% (2022-01)

Funding target

$192M Jan 1, 2024 reported Form 5500

$191M (2023-01) · $192M (2022-01)

Discount rate

5.14% Jan 1, 2024 reported Form 5500

5.07% (2023-01) · 5.41% (2022-01)

Participants

1,313 Jan 1, 2024 reported Form 5500

1,331 (2023-01) · 1,354 (2022-01)

Contributions

$8.1M Dec 31, 2024 reported Form 5500

$8.5M (2023-12) · $8.5M (2022-12)

Benefits paid

$10.6M Dec 31, 2024 reported Form 5500

$10.0M (2023-12) · $9.8M (2022-12)

Net investment income

$735,088 Dec 31, 2024 reported Form 5500

$17.9M (2023-12) · -$51.9M (2022-12)

Investment management fees

$161,794 Dec 31, 2024 reported Form 5500

$187,535 (2023-12) · $177,047 (2022-12)

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	1,313	$214M	$192M	109.5%	$215M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,331	$196M	$191M	104.0%	$214M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,354	$248M	$192M	111.1%	$196M	Not disclosed	Not disclosed	Not disclosed

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

AON Consulting codes 11 13 50 $287,102 PY2024
Wellington Trust codes 28 50 51 68 $135,174 PY2024
Curcio Webb codes 28 50 $61,419 PY2024

+20 more service providers

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

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Oct 13, 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

5 dated events on the change ledger, latest event first

Holding in a pooled vehicle started
2024-12-31source on record
Holding in a pooled vehicle ended
2024-12-31source on record
Funded status changed
2024-01-01source on record

+2 more changes on this record's ledger

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