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

Harbisonwalker International, Inc. Salary Pension Plan

Corporate pensionMoon Township, PA
Assets
$132M
Total assets, Dec 31, 2024 reported
Funded
101.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Harbisonwalker International, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
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
33 readings
Total assets
$132M Dec 31, 2024 reported Form 5500
$140M (2023-12) · $135M (2022-12)
Plan assets
$140M Jan 1, 2024 reported Form 5500
$135M (2023-01) · $191M (2022-01)
Net assets
$132M Dec 31, 2024 reported Form 5500
$140M (2023-12) · $135M (2022-12)
Funded ratio
101.0% Jan 1, 2024 reported Form 5500
95.6% (2023-01) · 120.8% (2022-01)
Funding target
$151M Jan 1, 2024 reported Form 5500
$156M (2023-01) · $157M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.18% (2023-01) · 5.35% (2022-01)
Participants
2,297 Jan 1, 2024 reported Form 5500
2,401 (2023-01) · 2,482 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $0 (2022-12)
Benefits paid
$12.7M Dec 31, 2024 reported Form 5500
$12.5M (2023-12) · $12.3M (2022-12)
Net investment income
$-8.6M Dec 31, 2024 reported Form 5500
$4.9M (2023-12) · $-55.4M (2022-12)
Investment management fees
$43,750 Dec 31, 2024 reported Form 5500
$17,500 (2023-12) · $39,500 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,297$140M$151M101.0%$132Mn/a$132Mn/a
2023 to Dec 31, 20232,401$135M$156M95.6%$140Mn/a$136Mn/a
2022 to Dec 31, 20222,482$191M$157M120.8%$135M$0$135M$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Consultant changedinference
    USI Consulting Group, Inc. no longer appears on Harbisonwalker International, Inc. Salary Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with USI Consulting Groupaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Harbisonwalker International, Inc. Salary Pension Plan funded ratio 95.6% -> 101.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Harbisonwalker International, Inc. Salary Pension Plan funded ratio 120.8% -> 95.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Harbisonwalker International, Inc. Salary Pension Plan plan assets $191M -> $135M (-29.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431680037-120
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.