DFX Intelligence

Allocator Intelligence

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Corporate pension

E•••• O••••••••• S••••••••• C••• B•••••• P•••

Corporate pensionWoburn, MA
Assets
$7.6M
Total assets, Dec 31, 2024 reported
Funded
129.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: E•••• O••••••••• S•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Registered investment companies 86.5%
Consultants and advisers
1 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
$7.6M Dec 31, 2024 reported Form 5500
$6.1M (2023-12) · $4.9M (2022-12)
Plan assets
$6.1M Jan 1, 2024 reported Form 5500
$4.9M (2023-01) · $6.5M (2022-01)
Net assets
$7.6M Dec 31, 2024 reported Form 5500
$6.1M (2023-12) · $4.9M (2022-12)
Funded ratio
129.8% Jan 1, 2024 reported Form 5500
132.6% (2023-01) · 190.3% (2022-01)
Funding target
$4.7M Jan 1, 2024 reported Form 5500
$3.7M (2023-01) · $3.4M (2022-01)
Discount rate
5.18% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.33% (2022-01)
Participants
158 Jan 1, 2024 reported Form 5500
140 (2023-01) · 143 (2022-01)
Contributions
$903,922 Dec 31, 2024 reported Form 5500
$595,000 (2023-12) · $424,765 (2022-12)
Benefits paid
$31,886 Dec 31, 2024 reported Form 5500
$14,608 (2023-12) · $1.2M (2022-12)
Net investment income
$1.5M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $-1.6M (2022-12)
Investment management fees
$62,616 Dec 31, 2024 reported Form 5500
$49,851 (2023-12) · $46,380 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024158$6.1M$4.7M129.8%$7.6M$0$0$0
2023 to Dec 31, 2023140$4.9M$3.7M132.6%$6.1M$0$0$0
2022 to Dec 31, 2022143$6.5M$3.4M190.3%$4.9M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Assets changed
    E•••• O••••••••• S••••••••• C••• B•••••• P••• total assets $6M -> $8M (+24.3%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    E•••• O••••••••• S••••••••• C••• B•••••• P••• funded ratio 132.6% -> 129.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    E•••• O••••••••• S••••••••• C••• B•••••• P••• plan assets $5M -> $6M (+24.8%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    E•••• O••••••••• S••••••••• C••• B•••••• P••• total assets $5M -> $6M (+24.9%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    E•••• O••••••••• S••••••••• C••• B•••••• P••• funded ratio 190.3% -> 132.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    E•••• O••••••••• S••••••••• C••• B•••••• P••• plan assets $6M -> $5M (-24.6%, 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 042746756-006
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.