DFX Intelligence

Allocator Intelligence

District 65 Pension Plan

Taft-Hartley plan· West Trenton, New Jersey

Taft-Hartley plan, based in West Trenton, New Jersey, reporting $2.1M in assets, for 4,224 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$2.1M
View relationshipsAsk DFX about this allocator
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Relationship network

7 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$2.1M
Total assets, Jan 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Jan 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of the District 65 Pension Plan

Allocation policy

Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 99.7%

Consultants and advisers

2 firms

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.

What changed

No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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

16 readings
Total assets
$2.1M Jan 31, 2025 reported Form 5500
$2.1M (2024-01) · $2.1M (2023-01)
Net assets
$1.3M Jan 31, 2025 reported Form 5500
$1.2M (2024-01) · $1.2M (2023-01)
Participants
4,224 Feb 1, 2024 reported Form 5500
4,536 (2023-02) · 4,790 (2022-02)
Contributions
-$1,000 Jan 31, 2024 reported Form 5500
Benefits paid
$9.3M Jan 31, 2025 reported Form 5500
$10.0M (2024-01) · $10.7M (2023-01)
Net investment income
$101,687 Jan 31, 2025 reported Form 5500
$41,185 (2024-01) · -$41,183 (2023-01)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jan 31, 20254,224Not disclosedNot disclosedn/a$2.1MNot disclosedNot disclosedNot disclosed
2023 to Jan 31, 20244,536Not disclosedNot disclosedn/a$2.1MNot disclosedNot disclosedNot disclosed
2022 to Jan 31, 20234,790Not disclosedNot disclosedn/a$2.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • I.e.shaffer & Co codes 14 50 $198,000 PY2024
  • Baratz & Associates, P.A. codes 10 50 $15,900 PY2024
  • Larry Magarik, Esq codes 25 50 $15,210 PY2024

+11 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 136600145-001
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.

Not yet on record: funded ratio, fund commitments, managers.

›Connections

every published relationship on the graph

+3 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.