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

Central National Gottesman Pension Plan

Corporate pensionPurchase, NY
Assets
$129M
Total assets, Dec 31, 2025 reported
Funded
125.3%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: Central National Gottesman Inc.
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 21.5%
  • U.S. Government securities 19.3%
  • Common stock 59.1%
Consultants and advisers
7 firms
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)
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
44 readings
Total assets
$129M Dec 31, 2025 reported Form 5500
$124M (2024-12) · $133M (2023-12) · $107M (2022-12)
Plan assets
$124M Jan 1, 2025 reported Form 5500
$132M (2024-01) · $106M (2023-01) · $131M (2022-01)
Net assets
$128M Dec 31, 2025 reported Form 5500
$124M (2024-12) · $132M (2023-12) · $106M (2022-12)
Funded ratio
125.3% Jan 1, 2025 reported Form 5500
111.6% (2024-01) · 106.8% (2023-01) · 113.9% (2022-01)
Funding target
$87.6M Jan 1, 2025 reported Form 5500
$106M (2024-01) · $105M (2023-01) · $103M (2022-01)
Discount rate
5.36% Jan 1, 2025 reported Form 5500
5.21% (2024-01) · 5.30% (2023-01) · 5.20% (2022-01)
Participants
828 Jan 1, 2025 reported Form 5500
1,088 (2024-01) · 1,140 (2023-01) · 1,161 (2022-01)
Contributions
$0 Dec 31, 2025 reported Form 5500
$0 (2024-12) · $0 (2023-12) · $0 (2022-12)
Benefits paid
$10.7M Dec 31, 2025 reported Form 5500
$27.5M (2024-12) · $6.7M (2023-12) · $10.5M (2022-12)
Net investment income
$4.8M Dec 31, 2025 reported Form 5500
$-8.4M (2024-12) · $25.8M (2023-12) · $-24.7M (2022-12)
Investment management fees
$1.3M Dec 31, 2025 reported Form 5500
$1.4M (2024-12) · $1.4M (2023-12) · $1.1M (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025828$124M$87.6M125.3%$129Mn/an/an/a
2024 to Dec 31, 20241,088$132M$106M111.6%$124Mn/an/an/a
2023 to Dec 31, 20231,140$106M$105M106.8%$133Mn/an/an/a
2022 to Dec 31, 20221,161$131M$103M113.9%$107Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Jan 1, 2025Funded status changed
    Central National Gottesman Pension Plan funded ratio 111.6% -> 125.3% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Central National Gottesman Pension Plan funded ratio 106.8% -> 111.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Central National Gottesman Pension Plan plan assets $106M -> $132M (+24.2%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Central National Gottesman Pension Plan total assets $107M -> $133M (+24.5%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Central National Gottesman Pension Plan funded ratio 113.9% -> 106.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Central National Gottesman Pension Plan plan assets $131M -> $106M (-18.8%, 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 130425246-001
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.