Retirement Income Plan for Employees of Edison Electric Institute

Corporate pension· Washington, District of Columbia

Corporate pension, based in Washington, District of Columbia, reporting $130M in assets, for 344 participants.

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

Assets
$130M
Funded ratio
86.1%
Fund commitments
1
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Commitments (1)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: 1 Jan 2024, Retirement Income Plan for Employees of Edison Electric Institute funded ratio 90.3% -> 86.1% (2023-01-01 to 2024-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
Retirement Income Plan for Employees of Edison Electric Institute
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$130M
Total assets, Dec 31, 2024 reported
Funded
86.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Edison Electric Institute
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.5%
  • Pooled separate accounts 1.3%
  • Registered investment companies 98.3%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
What changed
3 events
  • Jan 1, 2024Funded status changed
    Retirement Income Plan for Employees of Edison Electric Institute funded ratio 90.3% -> 86.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Income Plan for Employees of Edison Electric Institute funded ratio 92.4% -> 90.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Income Plan for Employees of Edison Electric Institute plan assets $155M -> $122M (-21.4%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Pooled Sa05separate accountAXA Equitable Life Ins CoPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pooled Sa05separate accountAXA Equitable Life Ins CoPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pooled Sa05separate accountAXA Equitable Life Ins CoPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$130M Dec 31, 2024 reported Form 5500
$130M (2023-12) · $122M (2022-12)
Plan assets
$130M Jan 1, 2024 reported Form 5500
$122M (2023-01) · $155M (2022-01)
Net assets
$130M Dec 31, 2024 reported Form 5500
$130M (2023-12) · $122M (2022-12)
Funded ratio
86.1% Jan 1, 2024 reported Form 5500
90.3% (2023-01) · 92.4% (2022-01)
Funding target
$101M Jan 1, 2024 reported Form 5500
$101M (2023-01) · $102M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.37% (2022-01)
Participants
344 Jan 1, 2024 reported Form 5500
351 (2023-01) · 359 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$7.6M Dec 31, 2024 reported Form 5500
$7.0M (2023-12) · $7.0M (2022-12)
Net investment income
-$59,358 Dec 31, 2024 reported Form 5500
$7.9M (2023-12) · -$33.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024344$130M$101M86.1%$130MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023351$122M$101M90.3%$130MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022359$155M$102M92.4%$122MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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Provenance
Identifiers: EIN-PN 130659550-001
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: managers.

Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

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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+4 connections on the graph

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