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

NEW York-New Jersey Amalgamated Pension Plan for Acme Employees

Corporate pensionLittle Falls, NJ
Assets
$225M
Total assets, Dec 31, 2025 reported
Funded
200.9%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: NEW York-New Jersey Amalgamated Pension Plan for Acme Employees
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.0%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 2.8%
  • U.S. Government securities 2.5%
  • Other investments 0.0%
  • Registered investment companies 2.1%
  • Common stock 88.2%
Consultants and advisers
5 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
44 readings
Total assets
$225M Dec 31, 2025 reported Form 5500
$191M (2024-12) · $156M (2023-12) · $132M (2022-12)
Plan assets
$191M Jan 1, 2025 reported Form 5500
$156M (2024-01) · $132M (2023-01) · $166M (2022-01)
Net assets
$225M Dec 31, 2025 reported Form 5500
$191M (2024-12) · $156M (2023-12) · $132M (2022-12)
Funded ratio
200.9% Jan 1, 2025 reported Form 5500
190.2% (2024-01) · 176.5% (2023-01) · 187.0% (2022-01)
Funding target
$85.7M Jan 1, 2025 reported Form 5500
$82.3M (2024-01) · $82.1M (2023-01) · $79.7M (2022-01)
Discount rate
5.37% Jan 1, 2025 reported Form 5500
5.15% (2024-01) · 5.28% (2023-01) · 5.45% (2022-01)
Participants
5,749 Jan 1, 2025 reported Form 5500
5,453 (2024-01) · 5,430 (2023-01) · 5,446 (2022-01)
Contributions
$1.6M Dec 31, 2025 reported Form 5500
$1.6M (2024-12) · $1.5M (2023-12) · $1.4M (2022-12)
Benefits paid
$3.7M Dec 31, 2025 reported Form 5500
$3.8M (2024-12) · $3.6M (2023-12) · $3.6M (2022-12)
Net investment income
$33.5M Dec 31, 2025 reported Form 5500
$35.2M (2024-12) · $24.2M (2023-12) · $-33.8M (2022-12)
Investment management fees
$580,003 Dec 31, 2025 reported Form 5500
$513,339 (2024-12) · $437,347 (2023-12) · $422,614 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20255,749$191M$85.7M200.9%$225Mn/an/an/a
2024 to Dec 31, 20245,453$156M$82.3M190.2%$191Mn/an/an/a
2023 to Dec 31, 20235,430$132M$82.1M176.5%$156Mn/an/an/a
2022 to Dec 31, 20225,446$166M$79.7M187.0%$132Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Dec 31, 2025Consultant changedinference
    Stokes Investment Consulting LLC appears on NEW York-New Jersey Amalgamated Pension Plan for Acme Employees's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
    with Stokes Investment Consulting LLCaskebsa.dol.gov
  • Dec 31, 2025Assets changed
    NEW York-New Jersey Amalgamated Pension Plan for Acme Employees total assets $191M -> $225M (+17.5%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Funded status changed
    NEW York-New Jersey Amalgamated Pension Plan for Acme Employees funded ratio 190.2% -> 200.9% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Jan 1, 2025Assets changed
    NEW York-New Jersey Amalgamated Pension Plan for Acme Employees plan assets $156M -> $191M (+22.6%, 2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Assets changed
    NEW York-New Jersey Amalgamated Pension Plan for Acme Employees total assets $156M -> $191M (+22.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    NEW York-New Jersey Amalgamated Pension Plan for Acme Employees funded ratio 176.5% -> 190.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    NEW York-New Jersey Amalgamated Pension Plan for Acme Employees plan assets $132M -> $156M (+18.3%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    NEW York-New Jersey Amalgamated Pension Plan for Acme Employees total assets $132M -> $156M (+18.3%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    NEW York-New Jersey Amalgamated Pension Plan for Acme Employees funded ratio 187.0% -> 176.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    NEW York-New Jersey Amalgamated Pension Plan for Acme Employees plan assets $166M -> $132M (-20.4%, 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 222202719-003
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.