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.

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Corporate pension

M••••••••• W••• F••••• H••••• P•••••• P••• a•• T••••

Corporate pensionSalem, NJ
Assets
$78,377
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: M••••••••• M••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 99.5%
Consultants and advisers
2 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
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$77,981 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B•• M••••• L••• D••••••• F•••collective trustB•• M•••••Fixed income$545,817 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• L••• T••••••• B••collective trustB•• M•••••Pooled vehicles$823,697 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$695,127 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B•• M••••• L••• D••••••• F•••collective trustB•• M•••••Fixed income$463,203 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• L••• T••••••• B••collective trustB•• M•••••Pooled vehicles$574,495 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• L• C••••• B••collective trustB•• M•••••Private credit$999,064 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022E• T•••••••• I•••••••••collective trustB•• M•••••Pooled vehicles$32,988 heldDisclosed holdingaskebsa.dol.gov
Size and funding
26 readings
Total assets
$78,377 Dec 31, 2024 reported Form 5500
$2.3M (2023-12) · $2.1M (2022-12)
Plan assets
$2.2M Jan 1, 2023 reported Form 5500
$3.3M (2022-01)
Net assets
$78,377 Dec 31, 2024 reported Form 5500
$2.3M (2023-12) · $2.1M (2022-12)
Funded ratio
80.0% Jan 1, 2023 reported Form 5500
106.5% (2022-01)
Funding target
$3.0M Jan 1, 2023 reported Form 5500
$2.9M (2022-01)
Discount rate
5.06% Jan 1, 2023 reported Form 5500
5.46% (2022-01)
Participants
325 Jan 1, 2024 reported Form 5500
331 (2023-01) · 335 (2022-01)
Contributions
$1.3M Dec 31, 2024 reported Form 5500
$370,683 (2023-12) · $0 (2022-12)
Benefits paid
$3.3M Dec 31, 2024 reported Form 5500
$135,823 (2023-12) · $136,990 (2022-12)
Net investment income
$-2.2M Dec 31, 2024 reported Form 5500
$219,825 (2023-12) · $-1.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024325n/an/an/a$78,377n/an/an/a
2023 to Dec 31, 2023331$2.2M$3.0M80.0%$2.3Mn/an/an/a
2022 to Dec 31, 2022335$3.3M$2.9M106.5%$2.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The B••• o• N•• Y••• M••••• codes 11 21 $165,373 PY2024
  • MMA Securities LLC codes 65 $13,500 PY2024
  • J.l.kreischer, PC Et Al Ptrs codes 65 $13,000 PY2024
  • B•• M••••• L••• D••••••• F••• Sched. D C PY2024
  • B••••• D• S• L••• T••••••• B•• Sched. D C PY2024
  • EB Temp Inv Fd Var Rt Sched. D C $77,981 PY2024
  • The B••• o• N•• Y••• M••••• codes 11 21 $70,464 PY2023
  • MMA Securities LLC codes 65 $29,281 PY2023
  • B•• M••••• Db Sl L••• Tstrips Bif Sched. D C $823,697 PY2023
  • B•• M••••• L••• D••••••• F••• Sched. D C $545,817 PY2023
  • B•• M••••• Db Sl Lt Credit Bif Sched. D C PY2023
  • EB Temp Inv Fd Var Rt Sched. D C $695,127 PY2023
  • E•••••• codes 11 PY2023
  • The B••• o• N•• Y••• M••••• codes 11 21 $63,685 PY2022
  • MMA Securities LLC codes 65 $19,396 PY2022
  • J.l.kreischer, PC Et Al Ptrs codes 10 65 $9,250 PY2022
  • EB Temp Inv Fd Var Rt Sched. D C $32,988 PY2022
  • B•• M••••• L••• D••••••• F••• Sched. D C $463,203 PY2022
  • B•• M••••• Db Sl L••• Tstrips Bif Sched. D C $574,495 PY2022
  • B•• M••••• Db Sl Lt Credit Bif Sched. D C $999,064 PY2022
  • E•••••• codes 11 PY2022
What changed
7 events
  • Dec 31, 2024Holding endedinference
    M••••••••• W••• F••••• H••••• P•••••• P••• a•• T•••• no longer reports B•• M••••• L••• D••••••• F••• (B•• M•••••) (last held $545,817 at 2023-12-31; absent from the 2024-12-31 filing)
    with B•• M•••••askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    M••••••••• W••• F••••• H••••• P•••••• P••• a•• T•••• no longer reports B••••• D• S• L••• T••••••• B•• (B•• M•••••) (last held $823,697 at 2023-12-31; absent from the 2024-12-31 filing)
    with B•• M•••••askebsa.dol.gov
  • Dec 31, 2024Assets changed
    M••••••••• W••• F••••• H••••• P•••••• P••• a•• T•••• total assets $2M -> $78,377 (-96.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    M••••••••• W••• F••••• H••••• P•••••• P••• a•• T•••• no longer reports B••••• D• S• L• C••••• B•• (B•• M•••••) (last held $999,064 at 2022-12-31; absent from the 2023-12-31 filing)
    with B•• M•••••askebsa.dol.gov
  • Dec 31, 2023Assets changed
    M••••••••• W••• F••••• H••••• P•••••• P••• a•• T•••• total assets $2M -> $2M (+10.6%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    M••••••••• W••• F••••• H••••• P•••••• P••• a•• T•••• funded ratio 106.5% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    M••••••••• W••• F••••• H••••• P•••••• P••• a•• T•••• plan assets $3M -> $2M (-32.3%, 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 210506420-005
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.