DFX Intelligence

This allocator's name

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

Corporate pension in New Jersey

Corporate pension· MT. Laurel, New Jersey

Corporate pension, based in MT. Laurel, New Jersey, reporting $15.9M in assets, for 128 participants.

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

As of Dec 29, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $15.9M
Funded ratio: 84.6%

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Open searches Allocation policy

As of Dec 29, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

Suggest a correction

Nothing material in the last 90 days. Last change: Dec 29, 2024, Total assets changed.

This allocator's name

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

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.

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

This allocator

1 more related plan or sponsor on this record

Reading the network

Service provider

›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

$15.9M

Total assets, Dec 29, 2024 reported

Funded

84.6%

Dec 30, 2023

Private markets target

no policy read

policy Dec 29, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 29, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.6%
Non-interest-bearing cash 0.2%
Corporate debt instruments (other) 28.2%
Other investments 5.2%
Registered investment companies 65.9%

Consultants and advisers

2 firms

Morgan Stanley Custodianthrough Dec 29, 2023 Form 5500
Cheiron Actuarythrough Dec 29, 2023 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.

What changed

3 events

Dec 29, 2024Assets changed
$1.8Maskebsa.dol.gov
Dec 30, 2023Funded status changed
8 pointsaskebsa.dol.gov
Dec 30, 2023Assets changed
$2.1Maskebsa.dol.gov

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

22 readings

Total assets

$15.9M Dec 29, 2024 reported Form 5500

$14.1M (2023-12)

Plan assets

$14.0M Dec 30, 2023 reported Form 5500

$11.9M (2022-12)

Net assets

$15.9M Dec 29, 2024 reported Form 5500

$14.0M (2023-12)

Funded ratio

84.6% Dec 30, 2023 reported Form 5500

77.0% (2022-12)

Funding target

$9.3M Dec 30, 2023 reported Form 5500

$8.7M (2022-12)

Discount rate

5.26% Dec 30, 2023 reported Form 5500

5.44% (2022-12)

Participants

128 Dec 30, 2023 reported Form 5500

126 (2022-12)

Contributions

$175,000 Dec 29, 2024 reported Form 5500

$200,000 (2023-12)

Benefits paid

$491,452 Dec 29, 2024 reported Form 5500

$366,355 (2023-12)

Net investment income

$1.8M Dec 29, 2024 reported Form 5500

$2.1M (2023-12)

Investment management fees

$63,841 Dec 29, 2024 reported Form 5500

$58,099 (2023-12)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Dec 29, 2024	128	$14.0M	$9.3M	84.6%	$15.9M	$0	Not disclosed	Not disclosed
2022 to Dec 29, 2023	126	$11.9M	$8.7M	77.0%	$14.1M	$6,499	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Morgan Stanley codes 19 28 $63,841 PY2023
Cheiron, Inc. codes 11 50 $36,726 PY2023
Withumsmith+brown codes 10 50 $27,560 PY2023

+5 more service providers

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

Provenance

Identifiers: none on file

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

3 dated events on the change ledger, latest event first

Total assets changed
2024-12-29source on record
Funded status changed
2023-12-30source on record
Total assets changed
2023-12-30source on record

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