Wolf & Company, P.C. Defined Benefit Pension Plan
Corporate pension, based in Boston, Massachusetts, reporting $58.4M in assets, for 443 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Oct 2024, Wolf & Company, P.C. Defined Benefit Pension Plan funded ratio 93.3% -> 86.7% (2023-10-01 to 2024-10-01).
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.
- 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 pensionShowHide
Allocation policy
- Interest-bearing cash 1.4%
- Corporate debt instruments (other) 30.6%
- U.S. Government securities 13.2%
- Partnership/joint venture interests 10.2%
- Registered investment companies 44.1%
Consultants and advisers
- Mellon Trust Trusteethrough Sep 30, 2023 Form 5500
- The Angell Pension Group, Inc. Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
What changed
- Oct 1, 2024Funded status changedWolf & Company, P.C. Defined Benefit Pension Plan funded ratio 93.3% -> 86.7% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedWolf & Company, P.C. Defined Benefit Pension Plan plan assets $54M -> $63M (+17.6%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedWolf & Company, P.C. Defined Benefit Pension Plan total assets $54M -> $63M (+17.6%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Assets changedWolf & Company, P.C. Defined Benefit Pension Plan plan assets $48M -> $54M (+11.8%, 2022-10-01 to 2023-10-01)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 443 | $63.3M | $55.2M | 86.7% | $58.4M | $5.9M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 447 | $53.9M | $51.3M | 93.3% | $63.3M | $3.4M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 450 | $48.2M | $49.2M | 94.6% | $53.9M | $5.0M | Not disclosed | Not disclosed |
- BNY Mellon codes 21 27 50 $208,321 PY2024
- The Angell Pension Group, Inc. codes 11 PY2024
- BNY Mellon codes 21 27 50 $226,869 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
Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
- Total assets changed2024-09-30source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.