This allocator's name

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Corporate pension in New York

Corporate pension· Brewster, New York

Corporate pension, based in Brewster, New York, for 106 participants.

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

Funded ratio
139.3%
Fund commitments
1
Open searchesSimilar plans, same strategyCommitments (1)
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Allocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Jan 2026, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in New York
Funds committed to
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Jan 31, 2026 reported
Funded
139.3%
Oct 1, 2023
Private markets target
no policy read
policy Sep 30, 2025
Commitments
1
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 99.6%
Consultants and advisers
2 firms
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
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2023DRZ Value Equity Collective Fundcollective trustPRT Investment PortfolioPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$0 Jan 31, 2026 reported Form 5500
$15.5M (2025-09) · $21.9M (2024-09) · $20.1M (2023-09)
Plan assets
$20.1M Oct 1, 2023 reported Form 5500
$22.4M (2022-10)
Net assets
$0 Jan 31, 2026 reported Form 5500
$15.5M (2025-09) · $21.9M (2024-09) · $20.1M (2023-09)
Funded ratio
139.3% Oct 1, 2023 reported Form 5500
131.9% (2022-10)
Funding target
$12.7M Oct 1, 2023 reported Form 5500
$16.3M (2022-10)
Discount rate
5.23% Oct 1, 2023 reported Form 5500
5.39% (2022-10)
Participants
106 Oct 1, 2025 reported Form 5500
122 (2024-10) · 131 (2023-10) · 149 (2022-10)
Contributions
$0 Jan 31, 2026 reported Form 5500
$0 (2025-09) · $0 (2024-09) · $0 (2023-09)
Benefits paid
$7.3M Jan 31, 2026 reported Form 5500
$6.0M (2025-09) · $1.4M (2024-09) · $4.9M (2023-09)
Net investment income
-$15.5M Jan 31, 2026 reported Form 5500
-$6.4M (2025-09) · $1.8M (2024-09) · -$2.3M (2023-09)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Jan 31, 2026106Not disclosedNot disclosedn/a$0Not disclosedNot disclosedNot disclosed
2024 to Sep 30, 2025122Not disclosedNot disclosedn/a$15.5MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 2024131$20.1M$12.7M139.3%$21.9MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 2023149$22.4M$16.3M131.9%$20.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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: assets, managers.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-10-01source
  • Total assets changed
    2026-01-31source
  • Total assets changed
    2023-10-01source

+1 more change on this record's ledger

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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

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