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
Texas Oncology P.A. Cash Balance Pension Plan
Corporate pensionDallas, TX
Assets
$89.9M
Total assets, Dec 31, 2024 reported
Funded
126.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Texas Oncology, P.A.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 99.6%
Consultants and advisers
2 firms
- Futureplan by Ascensus Actuarythrough Dec 31, 2024 Form 5500
- Kravitz, LLC Actuarythrough Dec 31, 2022 Form 5500
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)
- The Vanguard Groupplan years 2022
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
Investment management fees
$96,304 (2023-12) · $70,613 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 330 | $67.3M | $53.2M | 126.4% | $89.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 320 | $42.7M | $38.6M | 110.7% | $67.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 215 | $36.0M | $26.6M | 135.3% | $42.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Vanguard Group, Inc. codes 52 68 $139,645 PY2024
- Futureplan by Ascensus codes 11 16 50 $38,598 PY2024
- Melton & Melton, L.L.P. codes 10 50 $5,000 PY2024
- Kravitz, LLC codes 11 PY2024
- The Vanguard Group, Inc. codes 52 68 $96,304 PY2023
- Kravitz, LLC codes 11 PY2023
- The Vanguard Group, Inc. codes 52 68 $70,613 PY2022
- Kravitz, LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceFutureplan by Ascensus appears on Texas Oncology P.A. Cash Balance Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Futureplan by Ascensusaskebsa.dol.gov
- Dec 31, 2024Assets changedTexas Oncology P.A. Cash Balance Pension Plan total assets $67M -> $90M (+33.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedTexas Oncology P.A. Cash Balance Pension Plan funded ratio 110.7% -> 126.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedTexas Oncology P.A. Cash Balance Pension Plan plan assets $43M -> $67M (+57.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedTexas Oncology P.A. Cash Balance Pension Plan total assets $43M -> $67M (+57.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedTexas Oncology P.A. Cash Balance Pension Plan funded ratio 135.3% -> 110.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTexas Oncology P.A. Cash Balance Pension Plan plan assets $36M -> $43M (+18.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 752131429-003
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.