This allocator's name and 1 more commitment

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Corporate pension in Massachusetts

Corporate pension· Wellesley Hills, Massachusetts

Corporate pension, based in Wellesley Hills, Massachusetts, reporting $249M in assets, for 2,121 participants.

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

Assets
$249M
Funded ratio
82.7%
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: 1 Jan 2025, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Massachusetts
Funds committed to
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$249M
Total assets, Dec 31, 2025 reported
Funded
82.7%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
1
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 6.1%
  • Corporate debt instruments (other) 67.6%
  • U.S. Government securities 15.8%
  • Other loans 1.9%
  • Partnership/joint venture interests 4.3%
  • Registered investment companies 3.5%
Consultants and advisers
1 firm
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
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Group Pension Contractseparate accountthis allocatorPooled vehicles$249M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Group Pension Contractseparate accountthis allocatorPooled vehicles$252M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Group Pension Contractseparate accountthis allocatorPooled vehicles$271M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
44 readings
Total assets
$249M Dec 31, 2025 reported Form 5500
$253M (2024-12) · $271M (2023-12) · $274M (2022-12)
Plan assets
$252M Jan 1, 2025 reported Form 5500
$271M (2024-01) · $274M (2023-01) · $358M (2022-01)
Net assets
$249M Dec 31, 2025 reported Form 5500
$252M (2024-12) · $271M (2023-12) · $274M (2022-12)
Funded ratio
82.7% Jan 1, 2025 reported Form 5500
91.9% (2024-01) · 93.1% (2023-01) · 107.5% (2022-01)
Funding target
$238M Jan 1, 2025 reported Form 5500
$248M (2024-01) · $253M (2023-01) · $253M (2022-01)
Discount rate
5.35% Jan 1, 2025 reported Form 5500
5.09% (2024-01) · 5.22% (2023-01) · 5.40% (2022-01)
Participants
2,121 Jan 1, 2025 reported Form 5500
2,171 (2024-01) · 2,217 (2023-01) · 2,284 (2022-01)
Contributions
$0 Dec 31, 2025 reported Form 5500
$0 (2024-12) · $0 (2023-12) · $0 (2022-12)
Benefits paid
$19.6M Dec 31, 2025 reported Form 5500
$18.2M (2024-12) · $17.0M (2023-12) · $20.3M (2022-12)
Net investment income
-$3.6M Dec 31, 2025 reported Form 5500
-$18.3M (2024-12) · -$3.2M (2023-12) · -$83.7M (2022-12)
Investment management fees
$408,452 Dec 31, 2025 reported Form 5500
$446,166 (2024-12) · $448,717 (2023-12) · $520,859 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20252,121$252M$238M82.7%$249M$10.6MNot disclosedNot disclosed
2024 to Dec 31, 20242,171$271M$248M91.9%$253M$10.4MNot disclosedNot disclosed
2023 to Dec 31, 20232,217$274M$253M93.1%$271M$11.1MNot disclosedNot disclosed
2022 to Dec 31, 20222,284$358M$253M107.5%$274M$12.4MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+18 more service providers

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

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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: managers.

Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2025-01-01source
  • 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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+2 connections on the graph

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