DFX Intelligence

Allocator Intelligence

Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342

Taft-Hartley plan· Philadelphia, Pennsylvania

Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $1.2M in assets, for 2,624 participants.

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

Assets
$1.2M
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. Last change: 31 Dec 2025, Cbiz Retirement Plan Services no longer appears on Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342's Schedule C as pension consultant (plan year 2025 vs 2024).

Relationship network

16 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
$1.2M
Total assets, Dec 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: BD of Trustees of Pension Fund Amal Meat Cutters

Allocation policy

Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 97.5%
  • Other investments 1.9%

Consultants and advisers

3 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

4 events
  • Dec 31, 2025Consultant changedinference
    Cbiz Retirement Plan Services no longer appears on Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342's Schedule C as pension consultant (plan year 2025 vs 2024)
    with Cbiz Risaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342 total assets $1M -> $1M (-12.3%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Quan-Vest Consultants Inc. no longer appears on Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Quan Vest Consultantsaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342 total assets $2M -> $1M (-19.4%, 2022-12-31 to 2023-12-31)
    askebsa.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

25 readings
Total assets
$1.2M Dec 31, 2025 reported Form 5500
$1.1M (2024-12) · $1.3M (2023-12) · $1.6M (2022-12)
Net assets
$1.1M Dec 31, 2025 reported Form 5500
$1.1M (2024-12) · $1.2M (2023-12) · $1.4M (2022-12)
Participants
2,624 Jan 1, 2025 reported Form 5500
2,821 (2024-01) · 2,913 (2023-01) · 3,055 (2022-01)
Contributions
$2.4M Dec 31, 2025 reported Form 5500
$1.7M (2024-12) · $2.4M (2023-12) · $1.6M (2022-12)
Benefits paid
$9.0M Dec 31, 2025 reported Form 5500
$9.3M (2024-12) · $9.7M (2023-12) · $11.5M (2022-12)
Net investment income
$30,056 Dec 31, 2025 reported Form 5500
-$147,407 (2024-12) · -$183,988 (2023-12) · -$8.8M (2022-12)
Investment management fees
$31,022 Dec 31, 2022 reported Form 5500

Form 5500 filings

4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20252,624Not disclosedNot disclosedn/a$1.2MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 20242,821Not disclosedNot disclosedn/a$1.1MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,913Not disclosedNot disclosedn/a$1.3MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20223,055Not disclosedNot disclosedn/a$1.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cbiz Retirement Plan Services codes $252,628 PY2025
  • Novak Francella LLC codes $24,162 PY2025
  • Larry Magarik codes 20 50 $22,095 PY2025

+22 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 111896845-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

4 dated events on the change ledger, latest event first
  • Consultant changed
    2025-12-31source on record
  • Total assets changed
    2024-12-31source on record
  • Consultant changed
    2023-12-31source on record

+1 more change 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

+4 connections on the graph

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