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

Parker Health Group Inc. Pension Plan

Corporate pensionPiscataway, NJ
Assets
$80.0M
Total assets, Dec 31, 2024 reported
Funded
94.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Parker Health Group Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 1.1%
  • Registered investment companies 84.3%
  • Common stock 9.6%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Comerica Short-Term Fundcollective trustComerica BankCash$844,681 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Comerica Short-Term Fundcollective trustComerica BankCash$824,675 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Comerica Short-Term Fundcollective trustComerica BankCash$602,600 heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$80.0M Dec 31, 2024 reported Form 5500
$70.6M (2023-12) · $57.9M (2022-12)
Plan assets
$70.5M Jan 1, 2024 reported Form 5500
$57.9M (2023-01) · $70.6M (2022-01)
Net assets
$80.0M Dec 31, 2024 reported Form 5500
$70.6M (2023-12) · $57.9M (2022-12)
Funded ratio
94.4% Jan 1, 2024 reported Form 5500
93.1% (2023-01) · 118.0% (2022-01)
Funding target
$64.4M Jan 1, 2024 reported Form 5500
$57.5M (2023-01) · $50.3M (2022-01)
Discount rate
5.22% Jan 1, 2024 reported Form 5500
5.35% (2023-01) · 5.51% (2022-01)
Participants
987 Jan 1, 2024 reported Form 5500
918 (2023-01) · 891 (2022-01)
Contributions
$4.0M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $3.0M (2022-12)
Benefits paid
$2.1M Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · $1.8M (2022-12)
Net investment income
$9.4M Dec 31, 2024 reported Form 5500
$12.7M (2023-12) · $-12.7M (2022-12)
Investment management fees
$22,083 Dec 31, 2024 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024987$70.5M$64.4M94.4%$80.0Mn/an/an/a
2023 to Dec 31, 2023918$57.9M$57.5M93.1%$70.6Mn/an/an/a
2022 to Dec 31, 2022891$70.6M$50.3M118.0%$57.9M$0n/a$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Assets changed
    Parker Health Group Inc. Pension Plan total assets $71M -> $80M (+13.3%, 2023-12-31 to 2024-12-31)
  • Jan 1, 2024Assets changed
    Parker Health Group Inc. Pension Plan plan assets $58M -> $71M (+21.9%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Consultant changedinference
    Harris Associated LP appears on Parker Health Group Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Harris Associated LPaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Parker Health Group Inc. Pension Plan total assets $58M -> $71M (+21.9%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Parker Health Group Inc. Pension Plan funded ratio 118.0% -> 93.1% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Parker Health Group Inc. Pension Plan plan assets $71M -> $58M (-18.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 815241497-003
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.