DFX Intelligence

Allocator Intelligence

Sanden International U.S.A., Inc. Pension Plan

Corporate pension· Wylie, Texas

Corporate pension, based in Wylie, Texas, reporting $41.7M in assets, for 723 participants.

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

Assets
$41.7M
Funded ratio
89.0%
View relationshipsAsk DFX about this allocator
More
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. Last change: 1 Jan 2024, Sanden International U.S.A., Inc. Pension Plan funded ratio 80.0% -> 89.0% (2023-01-01 to 2024-01-01).

1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Relationship network

4 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.

Sanden International U.S.A., Inc. Pension Plan
TX
Reading the network
  • Sponsor
  • 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 basesCorporate pensionShow
Corporate pension
Assets
$41.7M
Total assets, Dec 31, 2024 reported
Funded
89.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Sanden International U.S.A., Inc.

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Registered investment companies 98.6%

Consultants and advisers

1 firm

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on Schedule C
From Schedule C (investment management, code 28)

What changed

6 events
  • Jan 1, 2024Funded status changed
    Sanden International U.S.A., Inc. Pension Plan funded ratio 80.0% -> 89.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Sanden International U.S.A., Inc. Pension Plan plan assets $36M -> $40M (+11.3%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Schwab Retirement Plan Services, in no longer appears on Sanden International U.S.A., Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Schwab Retirment Plan Services, Incaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Sanden International U.S.A., Inc. Pension Plan total assets $36M -> $40M (+11.3%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Sanden International U.S.A., Inc. Pension Plan funded ratio 104.3% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov

+1 more dated event

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

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

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

28 readings
Total assets
$41.7M Dec 31, 2024 reported Form 5500
$39.8M (2023-12) · $35.7M (2022-12)
Plan assets
$39.8M Jan 1, 2024 reported Form 5500
$35.7M (2023-01) · $47.4M (2022-01)
Net assets
$41.7M Dec 31, 2024 reported Form 5500
$39.8M (2023-12) · $35.7M (2022-12)
Funded ratio
89.0% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 104.3% (2022-01)
Funding target
$43.1M Jan 1, 2024 reported Form 5500
$42.2M (2023-01) · $40.3M (2022-01)
Discount rate
5.18% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.45% (2022-01)
Participants
723 Jan 1, 2024 reported Form 5500
727 (2023-01) · 730 (2022-01)
Contributions
$0 Dec 31, 2022 reported Form 5500
Benefits paid
$1.6M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.5M (2022-12)
Net investment income
$1.9M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · -$11.6M (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024723$39.8M$43.1M89.0%$41.7MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023727$35.7M$42.2M80.0%$39.8MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022730$47.4M$40.3M104.3%$35.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+4 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 751458726-001
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: fund commitments, managers.

Record history

6 dated events on the change ledger, latest event first
  • Funded status changed
    2024-01-01source on record
  • Total assets changed
    2024-01-01source on record
  • Manager relationship ended
    2023-12-31source on record

+3 more changes on this record's ledger

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

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+3 connections on the graph

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