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

Ampex Consolidated Retirement Plan

Corporate pensionStamford, CT
Assets
$109M
Total assets, Dec 31, 2024 reported
Funded
134.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Ampex Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
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
22 readings
Total assets
$109M Dec 31, 2024 reported Form 5500
$160M (2023-12)
Plan assets
$160M Jan 1, 2024 reported Form 5500
$198M (2023-01)
Net assets
$109M Dec 31, 2024 reported Form 5500
$159M (2023-12)
Funded ratio
134.0% Jan 1, 2024 reported Form 5500
114.2% (2023-01)
Funding target
$119M Jan 1, 2024 reported Form 5500
$173M (2023-01)
Discount rate
4.95% Jan 1, 2024 reported Form 5500
5.08% (2023-01)
Participants
1,831 Jan 1, 2024 reported Form 5500
3,749 (2023-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$41.9M Dec 31, 2024 reported Form 5500
$55.7M (2023-12)
Net investment income
$-50.3M Dec 31, 2024 reported Form 5500
$-38.9M (2023-12)
Investment management fees
$40,077 Dec 31, 2024 reported Form 5500
$130,601 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,831$160M$119M134.0%$109M$0$109M$0
2023 to Dec 31, 20233,749$198M$173M114.2%$160M$0$160M$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Manager relationship endedinference
    Pinnacle Associates Ltd no longer appears on Ampex Consolidated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pinnacle Associates Ltd.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Jefferies LLC appears on Ampex Consolidated Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Jefferies LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Ampex Consolidated Retirement Plan total assets $160M -> $109M (-31.5%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Ampex Consolidated Retirement Plan funded ratio 114.2% -> 134.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Ampex Consolidated Retirement Plan plan assets $198M -> $160M (-19.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133667696-009
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.