7 more advisers, 1 more manager, 9 more commitments and 2 more dated events

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Ywca Retirement Fund, Inc.

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $407M in assets, for 10,994 participants.

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

Assets
$407M
Funded ratio
122.2%
Fund commitments
4
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (4)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 Dec 2024, Withum Smith Brown, PC no longer appears on Ywca Retirement Fund, Inc.'s Schedule C as general consultant (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
Ywca Retirement Fund, Inc.
Funds committed to
All 4
Managers
All 4
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$407M
Total assets, Dec 31, 2024 reported
Funded
122.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Ywca Retirement Fund, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.9%
  • Non-interest-bearing cash 0.4%
  • U.S. Government securities 17.5%
  • Other investments 0.0%
  • Partnership/joint venture interests 41.2%
  • 103-12 investment entities 24.5%
  • Common/collective trusts 2.1%
  • Registered investment companies 4.7%
  • Real estate (other than employer real property) 3.4%
Consultants and advisers
10 firms

+7 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

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

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From Schedule C (investment management, code 28)

+2 more Schedule C managers

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What changed
7 events
  • Dec 31, 2024Consultant changedinference
    Withum Smith Brown, PC no longer appears on Ywca Retirement Fund, Inc.'s Schedule C as general consultant (plan year 2024 vs 2023)
    with Withum Smith Brown PCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Ywca Retirement Fund, Inc. funded ratio 127.5% -> 122.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Creative Associates no longer appears on Ywca Retirement Fund, Inc.'s Schedule C as general consultant (plan year 2023 vs 2022)
    with Creative Associatesaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Points North no longer appears on Ywca Retirement Fund, Inc.'s Schedule C as general consultant (plan year 2023 vs 2022)
    with Points Northaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Laurence J. Shulman no longer appears on Ywca Retirement Fund, Inc.'s Schedule C as general consultant (plan year 2023 vs 2022)
    with Laurence J. Shulmanaskebsa.dol.gov

+2 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
12 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Ellington Strat Mortgage Inst Fund103 12 ieEllington Management Group, LLCFixed income$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga S&p Gsci Non-Lending Ctfcollective trustState Street Global AdvisorsPooled vehicles$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wellington Wtc-Ctf Global Bond Oppcollective trustWellington Trust CompanyFixed income$27,269 heldDisclosed holdingaskebsa.dol.gov

+9 more commitments

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

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Size and funding
33 readings
Total assets
$407M Dec 31, 2024 reported Form 5500
$387M (2023-12) · $371M (2022-12)
Plan assets
$379M Jan 1, 2024 reported Form 5500
$362M (2023-01) · $402M (2022-01)
Net assets
$400M Dec 31, 2024 reported Form 5500
$379M (2023-12) · $362M (2022-12)
Funded ratio
122.2% Jan 1, 2024 reported Form 5500
127.5% (2023-01) · 140.1% (2022-01)
Funding target
$312M Jan 1, 2024 reported Form 5500
$305M (2023-01) · $279M (2022-01)
Discount rate
5.08% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.34% (2022-01)
Participants
10,994 Jan 1, 2024 reported Form 5500
11,153 (2023-01) · 11,358 (2022-01)
Contributions
$17.1M Dec 31, 2024 reported Form 5500
$15.5M (2023-12) · $14.8M (2022-12)
Benefits paid
$29.9M Dec 31, 2024 reported Form 5500
$29.8M (2023-12) · $26.6M (2022-12)
Net investment income
$21.0M Dec 31, 2024 reported Form 5500
$17.0M (2023-12) · -$39.4M (2022-12)
Investment management fees
$990,708 Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $1.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202410,994$379M$312M122.2%$407M$168MNot disclosed$13.9M
2023 to Dec 31, 202311,153$362M$305M127.5%$387M$127MNot disclosed$15.4M
2022 to Dec 31, 202211,358$402M$279M140.1%$371M$151MNot disclosed$15.6M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+149 more service providers

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Provenance
Identifiers: EIN-PN 131624231-001
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.

Capital chain

Ywca Retirement Fund, Inc. sits on 26 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 26 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Consultant changed
    2023-12-31source

+4 more changes 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

every published relationship on the graph

+16 connections on the graph

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