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
The Retirement Plan of Pioneer Bank, National Association
Corporate pensionAlbany, NY
Assets
$62.9M
Total assets, Jun 30, 2025 reported
Funded
113.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Pioneer Bank, National Association
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.7%
- Registered investment companies 99.3%
Consultants and advisers
2 firms
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Charles Schwab Trust Trusteethrough Jun 30, 2023 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
33 readings
Investment management fees
$22,208 (2024-06) · $18,792 (2023-06)
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 Jun 30, 2025 | 248 | $57.6M | $35.1M | 113.0% | $62.9M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 257 | $52.9M | $33.5M | 126.5% | $57.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 273 | $49.5M | $31.0M | 134.5% | $52.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman codes 11 27 50 $52,131 PY2024
- Crowe LLP codes 10 50 $24,150 PY2024
- Charles Schwab & Co., Inc. codes 21 50 59 $19,953 PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman codes 11 27 50 $56,586 PY2023
- Crowe LLP codes 10 50 $23,100 PY2023
- Charles Schwab & Co., Inc. codes 21 50 59 $19,209 PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman codes 11 27 50 $92,277 PY2022
- Crowe LLP codes 10 50 $23,730 PY2022
- Charles Schwab & Co., Inc. codes 21 50 59 $999 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
2 events
- Jul 1, 2024Funded status changedThe Retirement Plan of Pioneer Bank, National Association funded ratio 126.5% -> 113.0% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedThe Retirement Plan of Pioneer Bank, National Association funded ratio 134.5% -> 126.5% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 140970570-001
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.