This allocator's name and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Corporate pension in Ohio

Corporate pension· West Chester, Ohio

Corporate pension, based in West Chester, Ohio, reporting $1.5B in assets, for 11,463 participants.

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

Assets
$1.5B
Funded ratio
116.4%
Open searchesAllocation 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 Dec 2024, Manager relationship started.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$1.5B
Total assets, Dec 31, 2024 reported
Funded
116.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 0.0%
  • Master trust investment accounts 100.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
6 events

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
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
31 readings
Total assets
$1.5B Dec 31, 2024 reported Form 5500
$1.5B (2023-12) · $1.2B (2022-12)
Plan assets
$1.5B Jan 1, 2024 reported Form 5500
$1.2B (2023-01) · $1.6B (2022-01)
Net assets
$1.5B Dec 31, 2024 reported Form 5500
$1.5B (2023-12) · $1.2B (2022-12)
Funded ratio
116.4% Jan 1, 2024 reported Form 5500
123.8% (2023-01) · 118.4% (2022-01)
Funding target
$1.3B Jan 1, 2024 reported Form 5500
$1.1B (2023-01) · $1.2B (2022-01)
Discount rate
5.04% Jan 1, 2024 reported Form 5500
5.13% (2023-01) · 5.29% (2022-01)
Participants
11,463 Jan 1, 2024 reported Form 5500
9,189 (2023-01) · 9,629 (2022-01)
Contributions
$0 Dec 31, 2022 reported Form 5500
Benefits paid
$130M Dec 31, 2024 reported Form 5500
$103M (2023-12) · $148M (2022-12)
Net investment income
-$26.3M Dec 31, 2024 reported Form 5500
-$23.1M (2023-12) · -$361M (2022-12)
Investment management fees
$3.8M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $5.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202411,463$1.5B$1.3B116.4%$1.5BNot disclosed$1.5BNot disclosed
2023 to Dec 31, 20239,189$1.2B$1.1B123.8%$1.5BNot disclosed$1.5BNot disclosed
2022 to Dec 31, 20229,629$1.6B$1.2B118.4%$1.2BNot disclosed$1.2BNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+27 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance
Identifiers: none on file
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.

Not yet on record: fund commitments, managers.

Record history

6 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship started
    2024-12-31source

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/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

+7 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Ask DFX