DFX Intelligence

Allocator Intelligence

Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant

Corporate pension· Flemington, New Jersey

Corporate pension, based in Flemington, New Jersey, reporting $15.8M in assets, for 200 participants.

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

Assets
$15.8M
Funded ratio
101.1%
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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: 1 Jan 2023, Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant funded ratio 105.3% -> 100.8% (2022-01-01 to 2023-01-01).

Relationship network

3 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.

Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant
NJ
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
$15.8M
Total assets, Dec 31, 2024 reported
Funded
101.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Johanna Foods, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 11.2%
  • Other investments 0.6%
  • Registered investment companies 58.6%
  • Common stock 29.4%

Consultants and advisers

1 firm

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

2 events
  • Jan 1, 2023Funded status changed
    Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant funded ratio 105.3% -> 100.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant plan assets $19M -> $15M (-19.7%, 2022-01-01 to 2023-01-01)
    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

33 readings
Total assets
$15.8M Dec 31, 2024 reported Form 5500
$15.6M (2023-12) · $15.3M (2022-12)
Plan assets
$15.6M Jan 1, 2024 reported Form 5500
$15.3M (2023-01) · $19.1M (2022-01)
Net assets
$15.8M Dec 31, 2024 reported Form 5500
$15.6M (2023-12) · $15.3M (2022-12)
Funded ratio
101.1% Jan 1, 2024 reported Form 5500
100.8% (2023-01) · 105.3% (2022-01)
Funding target
$15.8M Jan 1, 2024 reported Form 5500
$16.7M (2023-01) · $17.1M (2022-01)
Discount rate
5.17% Jan 1, 2024 reported Form 5500
5.26% (2023-01) · 5.43% (2022-01)
Participants
200 Jan 1, 2024 reported Form 5500
215 (2023-01) · 232 (2022-01)
Contributions
$95,000 Dec 31, 2024 reported Form 5500
$327,000 (2023-12) · $180,000 (2022-12)
Benefits paid
$1.3M Dec 31, 2024 reported Form 5500
$1.9M (2023-12) · $1.6M (2022-12)
Net investment income
$239,170 Dec 31, 2024 reported Form 5500
$252,335 (2023-12) · -$3.8M (2022-12)
Investment management fees
$15,009 Dec 31, 2024 reported Form 5500
$15,565 (2023-12) · $17,457 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024200$15.6M$15.8M101.1%$15.8MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023215$15.3M$16.7M100.8%$15.6MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022232$19.1M$17.1M105.3%$15.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Bank of America codes 26 $15,009 PY2024
  • Korn Ferry codes 11 PY2024
  • Bank of America codes 26 $15,565 PY2023

+3 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 222973062-002
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

2 dated events on the change ledger, latest event first
  • Funded status changed
    2023-01-01source on record
  • Total assets changed
    2023-01-01source 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

+2 connections on the graph

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