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
The Mechanics Bank Retirement Plan & Trust
Corporate pensionWalnut Creek, CA
Assets
$7.4M
Total assets, Dec 31, 2024 reported
Funded
106.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Mechanics Bank
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.6%
Consultants and advisers
1 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
30 readings
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 | 775 | $59.0M | $51.2M | 106.4% | $7.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 803 | $56.2M | $52.8M | 98.3% | $59.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 815 | $68.8M | $52.0M | 122.9% | $56.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 17 $824,584 PY2024
- Pension Benefit Information, LLC codes 49 $10,440 PY2024
- Pension Planning Consultants, Inc codes 13 $8,850 PY2024
- Mercer codes 11 PY2024
- Pension Benefit Information, LLC codes 49 $10,440 PY2023
- Mercer codes 11 17 $7,825 PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 17 $40,937 PY2022
- Pension Benefit Information, LLC codes 49 $11,896 PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedThe Mechanics Bank Retirement Plan & Trust total assets $59M -> $7M (-87.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedThe Mechanics Bank Retirement Plan & Trust funded ratio 98.3% -> 106.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Mechanics Bank Retirement Plan & Trust funded ratio 122.9% -> 98.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Mechanics Bank Retirement Plan & Trust plan assets $69M -> $56M (-18.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940672780-002
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.