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

Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc.

Corporate pensionFolsom, NJ
Assets
$125M
Total assets, Sep 30, 2025 reported
Funded
100.9%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: South Jersey Industries, Inc.
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.2%
  • Corporate debt instruments (other) 57.1%
  • U.S. Government securities 16.0%
  • Other investments 6.0%
  • Registered investment companies 9.4%
  • Common stock 7.9%
Consultants and advisers
4 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
33 readings
Total assets
$125M Sep 30, 2025 reported Form 5500
$127M (2024-09) · $113M (2023-09)
Plan assets
$126M Oct 1, 2024 reported Form 5500
$113M (2023-10) · $109M (2022-10)
Net assets
$124M Sep 30, 2025 reported Form 5500
$126M (2024-09) · $112M (2023-09)
Funded ratio
100.9% Oct 1, 2024 reported Form 5500
104.4% (2023-10) · 106.2% (2022-10)
Funding target
$114M Oct 1, 2024 reported Form 5500
$116M (2023-10) · $113M (2022-10)
Discount rate
5.34% Oct 1, 2024 reported Form 5500
5.20% (2023-10) · 5.37% (2022-10)
Participants
455 Oct 1, 2024 reported Form 5500
462 (2023-10) · 470 (2022-10)
Contributions
$819,287 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$7.6M Sep 30, 2025 reported Form 5500
$7.2M (2024-09) · $6.8M (2023-09)
Net investment income
$-1.8M Sep 30, 2025 reported Form 5500
$13.5M (2024-09) · $3.2M (2023-09)
Investment management fees
$213,663 Sep 30, 2025 reported Form 5500
$260,893 (2024-09) · $269,054 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025455$126M$114M100.9%$125Mn/an/an/a
2023 to Sep 30, 2024462$113M$116M104.4%$127Mn/an/an/a
2022 to Sep 30, 2023470$109M$113M106.2%$113Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship started
    SUN Life Capital Management appears on Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with SLC Managementaskebsa.dol.gov
  • Oct 1, 2024Funded status changed
    Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. funded ratio 104.4% -> 100.9% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. plan assets $113M -> $126M (+12.2%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. total assets $113M -> $127M (+12.4%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221901645-004
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.