DFX Intelligence

Allocator Intelligence

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Corporate pension

W••••••••• M••••••••• C•••••• L•• D•••••• B•••••• P•••

Corporate pensionBoston, MA
Assets
$190M
Total assets, Dec 31, 2024 reported
Funded
110.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: W••••••••• M•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Registered investment companies 100.0%
Consultants and advisers
1 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.
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
Total assets
$190M Dec 31, 2024 reported Form 5500
$208M (2023-12) · $203M (2022-12)
Plan assets
$208M Jan 1, 2024 reported Form 5500
$203M (2023-01) · $233M (2022-01)
Net assets
$190M Dec 31, 2024 reported Form 5500
$208M (2023-12) · $203M (2022-12)
Funded ratio
110.7% Jan 1, 2024 reported Form 5500
108.3% (2023-01) · 109.1% (2022-01)
Funding target
$188M Jan 1, 2024 reported Form 5500
$187M (2023-01) · $214M (2022-01)
Discount rate
4.86% Jan 1, 2024 reported Form 5500
4.98% (2023-01) · 5.15% (2022-01)
Participants
160 Jan 1, 2024 reported Form 5500
167 (2023-01) · 175 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $23.2M (2022-12)
Benefits paid
$29.4M Dec 31, 2024 reported Form 5500
$19.3M (2023-12) · $23.4M (2022-12)
Net investment income
$-18.0M Dec 31, 2024 reported Form 5500
$5.0M (2023-12) · $-30.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024160$208M$188M110.7%$190Mn/an/an/a
2023 to Dec 31, 2023167$203M$187M108.3%$208Mn/an/an/a
2022 to Dec 31, 2022175$233M$214M109.1%$203Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2024Funded status changed
    W••••••••• M••••••••• C•••••• L•• D•••••• B•••••• P••• funded ratio 108.3% -> 110.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    W••••••••• M••••••••• C•••••• L•• D•••••• B•••••• P••• plan assets $233M -> $203M (-13.0%, 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 300835489-007
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.