American Board of Pediatrics, Inc. Pension Plan

Corporate pension· Chapel Hill, North Carolina

Corporate pension, based in Chapel Hill, North Carolina, reporting $56.9M in assets, for 137 participants.

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

Assets
$56.9M
Funded ratio
109.2%
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: Oct 31, 2025, American Board of Pediatrics, Inc. Pension Plan total assets $52M -> $57M (+10.4%, 2024-10-31 to 2025-10-31).

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.

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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.

American Board of Pediatrics, Inc. Pension Plan
NC
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 basesCorporate pensionShow
Corporate pension
Assets
$56.9M
Total assets, Oct 31, 2025 reported
Funded
109.2%
Nov 1, 2024
Private markets target
no policy read
policy Oct 31, 2025
Commitments
0
none on the tape
Plan sponsor: American Board of Pediatrics, Inc.

Allocation policy

Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Registered investment companies 99.7%

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

6 events
  • Oct 31, 2025Assets changed
    American Board of Pediatrics, Inc. Pension Plan total assets $52M -> $57M (+10.4%, 2024-10-31 to 2025-10-31)
  • Dec 31, 2024Consultant changedinference
    Vanguard no longer appears on American Board of Pediatrics, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Vanguardaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    US Bank appears on American Board of Pediatrics, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with US Bankaskebsa.dol.gov
  • Nov 1, 2024Assets changed
    American Board of Pediatrics, Inc. Pension Plan plan assets $43M -> $52M (+21.2%, 2023-11-01 to 2024-11-01)
  • Oct 31, 2024Assets changed
    American Board of Pediatrics, Inc. Pension Plan total assets $43M -> $52M (+21.2%, 2023-10-31 to 2024-10-31)

+1 more dated event

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

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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

32 readings
Total assets
$56.9M Oct 31, 2025 reported Form 5500
$51.6M (2024-10) · $42.5M (2023-10)
Plan assets
$51.6M Nov 1, 2024 reported Form 5500
$42.5M (2023-11) · $41.5M (2022-11)
Net assets
$56.9M Oct 31, 2025 reported Form 5500
$51.6M (2024-10) · $42.5M (2023-10)
Funded ratio
109.2% Nov 1, 2024 reported Form 5500
108.2% (2023-11) · 122.7% (2022-11)
Funding target
$33.1M Nov 1, 2024 reported Form 5500
$30.5M (2023-11) · $27.1M (2022-11)
Discount rate
5.44% Nov 1, 2024 reported Form 5500
5.40% (2023-11) · 5.58% (2022-11)
Participants
137 Nov 1, 2024 reported Form 5500
129 (2023-11) · 129 (2022-11)
Contributions
$0 Oct 31, 2025 reported Form 5500
$0 (2024-10) · $350,000 (2023-10)
Benefits paid
$2.2M Oct 31, 2025 reported Form 5500
$1.6M (2024-10) · $1.7M (2023-10)
Net investment income
$5.3M Oct 31, 2025 reported Form 5500
$9.0M (2024-10) · $988,183 (2023-10)
Investment management fees
$38,758 Oct 31, 2024 reported Form 5500
$31,907 (2023-10)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 2025137$51.6M$33.1M109.2%$56.9MNot disclosedNot disclosedNot disclosed
2023 to Oct 31, 2024129$42.5M$30.5M108.2%$51.6MNot disclosedNot disclosedNot disclosed
2022 to Oct 31, 2023129$41.5M$27.1M122.7%$42.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+3 more service providers

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

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Provenance

Identifiers: EIN-PN 231417504-002
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
  • Total assets changed
    2025-10-31source on record
  • Consultant changed
    2024-12-31source on record
  • Consultant changed
    2024-12-31source on record

+3 more changes on this record's ledger

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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

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