DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Pension Plan of York Container Company
Corporate pensionYork, PA
Assets
$5.9M
Total assets, Dec 31, 2024 reported
Funded
103.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: York Container Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Registered investment companies 99.2%
Consultants and advisers
4 firms
- Optimizing Foundations LLC Actuarythrough Dec 31, 2024 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2023 Form 5500
- Wilmington Trust Trusteethrough Dec 31, 2022 Form 5500
- The Retirement Advantage, Inc. Actuarythrough Dec 31, 2022 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.
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
31 readings
Investment management fees
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 181 | $5.6M | $5.4M | 103.8% | $5.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 183 | $5.1M | $5.3M | 95.0% | $5.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 191 | $7.2M | $5.5M | 129.5% | $5.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wilmington Trust codes 15 21 50 $36,048 PY2024
- Optimizing Foundations LLC codes 11 PY2024
- Wilmington Trust codes 15 21 50 $32,421 PY2023
- October Three Consulting LLC codes 11 PY2023
- Wilmington Trust codes 15 21 50 $36,985 PY2022
- The Retirement Advantage, Inc. codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedPension Plan of York Container Company funded ratio 95.0% -> 103.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPension Plan of York Container Company plan assets $5M -> $6M (+10.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPension Plan of York Container Company total assets $5M -> $6M (+10.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan of York Container Company funded ratio 129.5% -> 95.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan of York Container Company plan assets $7M -> $5M (-29.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231434215-002
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.