DFX Intelligence

This allocator's name, 2 more advisers and 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.

Corporate pension in New York

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $46.9M in assets, for 568 participants.

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

As of Dec 31, 2025 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $46.9M
Funded ratio: 101.7%

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Open searches Allocation policy Consultants

As of Dec 31, 2025 · 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 31, 2025, Changed investment consultant to Capfinancial Partners, LLC.

This allocator's name, 2 more advisers and 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.

Relationship network

9 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 basesCorporate pensionShow

Corporate pension

Assets

$46.9M

Total assets, Dec 31, 2025 reported

Funded

101.7%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.6%
Registered investment companies 98.4%

Consultants and advisers

5 firms

Capfinancial Partners, LLC Pension consultantthrough Dec 31, 2022 Form 5500
Rudd and Wisdom Inc Actuarythrough Dec 31, 2025 Form 5500
Deloitte Accounting firmthrough Dec 31, 2025 Form 5500

+2 more consultants and advisers advise this allocator

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

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

Dec 31, 2025Consultant changedinference
with Capfinancial Partners, LLCaskebsa.dol.gov
Jan 1, 2025Funded status changed
3 pointsaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Deloitteaskebsa.dol.gov
Jan 1, 2024Funded status changed
8 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 33 pointsaskebsa.dol.gov

+1 more dated event

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

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

43 readings

Total assets

$46.9M Dec 31, 2025 reported Form 5500

$46.3M (2024-12) · $47.2M (2023-12) · $45.9M (2022-12)

Plan assets

$46.3M Jan 1, 2025 reported Form 5500

$47.2M (2024-01) · $45.5M (2023-01) · $62.4M (2022-01)

Net assets

$46.9M Dec 31, 2025 reported Form 5500

$46.3M (2024-12) · $47.2M (2023-12) · $45.5M (2022-12)

Funded ratio

101.7% Jan 1, 2025 reported Form 5500

98.6% (2024-01) · 91.1% (2023-01) · 123.9% (2022-01)

Funding target

$45.5M Jan 1, 2025 reported Form 5500

$47.8M (2024-01) · $49.9M (2023-01) · $50.3M (2022-01)

Discount rate

5.37% Jan 1, 2025 reported Form 5500

5.15% (2024-01) · 5.29% (2023-01) · 5.46% (2022-01)

Participants

568 Jan 1, 2025 reported Form 5500

596 (2024-01) · 639 (2023-01) · 684 (2022-01)

Contributions

$217,690 Dec 31, 2025 reported Form 5500

$914,411 (2024-12) · $686,232 (2023-12) · $0 (2022-12)

Benefits paid

$4.5M Dec 31, 2025 reported Form 5500

$3.6M (2024-12) · $5.5M (2023-12) · $6.3M (2022-12)

Net investment income

$603,995 Dec 31, 2025 reported Form 5500

-$921,350 (2024-12) · $1.7M (2023-12) · -$16.9M (2022-12)

Investment management fees

$62,941 Dec 31, 2024 reported Form 5500

$12,293 (2023-12) · $23,870 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	568	$46.3M	$45.5M	101.7%	$46.9M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	596	$47.2M	$47.8M	98.6%	$46.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	639	$45.5M	$49.9M	91.1%	$47.2M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	684	$62.4M	$50.3M	123.9%	$45.9M	Not disclosed	Not disclosed	Not disclosed

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

Rudd & Wisdom, Inc. codes 11 15 17 50 $343,647 PY2025
Groom Law Group codes 29 50 $72,791 PY2025
Baker Tilly US, LLP codes 10 50 $28,245 PY2025

+22 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 Oct 6, 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

Consultant changed
2025-12-31source on record
Funded status changed
2025-01-01source on record
Consultant changed
2024-12-31source on record

+3 more changes on this record's ledger

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

+7 connections on the graph