DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Umpco, Inc. Employees' Pension Plan
Corporate pensionGarden Grove, CA
Assets
n/a
Total assets, Aug 31, 2025 reported
Funded
131.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Umpco, Inc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 15.3%
- Registered investment companies 84.7%
Consultants and advisers
2 firms
- National Financial Services Investment adviser (plan)through Aug 31, 2025 Form 5500
- Economic Group Pension Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
38 readings
Contributions
$12,065 (2024-12) · $130,000 (2023-12) · $1.1M (2022-12)
Benefits paid
$124,150 (2024-12) · $348,009 (2023-12) · $1.0M (2022-12)
Net investment income
$418,726 (2024-12) · $761,527 (2023-12) · $-1.2M (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Aug 31, 2025 | 117 | n/a | n/a | n/a | $0 | $0 | $0 | $0 |
| 2024 to Dec 31, 2024 | 114 | $6.9M | $5.2M | 131.8% | $7.3M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 106 | $6.1M | $4.8M | 126.8% | $6.9M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 117 | $7.3M | $4.9M | 149.0% | $6.1M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- National Financial Services codes 27 $14,174 PY2025
- National Financial Services codes 27 $18,980 PY2024
- Economic Group Pension Services codes 11 PY2024
- National Financial Services codes 27 $9,829 PY2023
- Economic Group Pension Services codes 11 PY2023
- National Financial Services codes 27 $11,406 PY2022
- Economic Group Pension Services codes 11 PY2022
What changed
6 events
- Aug 31, 2025Assets changedUmpco, Inc. Employees' Pension Plan total assets $7M -> $0 (-100.0%, 2024-12-31 to 2025-08-31)
- Jan 1, 2024Funded status changedUmpco, Inc. Employees' Pension Plan funded ratio 126.8% -> 131.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedUmpco, Inc. Employees' Pension Plan plan assets $6M -> $7M (+12.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedUmpco, Inc. Employees' Pension Plan total assets $6M -> $7M (+12.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedUmpco, Inc. Employees' Pension Plan funded ratio 149.0% -> 126.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUmpco, Inc. Employees' Pension Plan plan assets $7M -> $6M (-15.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952431216-001
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.