Firmenich Pension Plan

Corporate pension· Plainsboro, New Jersey

Corporate pension, based in Plainsboro, New Jersey, reporting $215M in assets, for 1,313 participants.

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

Assets
$215M
Funded ratio
109.5%
Fund commitments
2
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, Firmenich Pension Plan first reports an interest in Intermediate Duration Credit Collec (Goldman Sachs Asset Management): $54M at 2024-12-31.

Capital path

who backs this record, through what, into what; each name opens its own path
Firmenich Pension Plan
Funds committed to
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$215M
Total assets, Dec 31, 2024 reported
Funded
109.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Firmenich Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.4%
  • U.S. Government securities 6.3%
  • Common/collective trusts 53.3%
  • Registered investment companies 34.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
  • Dec 31, 2024Holding started
    Firmenich Pension Plan first reports an interest in Intermediate Duration Credit Collec (Goldman Sachs Asset Management): $54M at 2024-12-31
    with Goldman Sachs Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Firmenich Pension Plan no longer reports Wtc-Cif II Long Bond Portfolio (Wellington Fd) (last held $76M at 2023-12-31; absent from the 2024-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Firmenich Pension Plan funded ratio 104.0% -> 109.5% (2023-01-01 to 2024-01-01)
  • Jan 1, 2023Funded status changed
    Firmenich Pension Plan funded ratio 111.1% -> 104.0% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Firmenich Pension Plan plan assets $248M -> $196M (-20.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Intermediate Duration Credit Colleccollective trustGoldman Sachs Asset ManagementPrivate credit$54.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Cif II Long Bond Portfoliocollective trustWellington Trust Company, NaFixed income$75.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Cif II Long Bond Portfoliocollective trustWellington Trust Company, NaFixed income$70.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$215M Dec 31, 2024 reported Form 5500
$214M (2023-12) · $196M (2022-12)
Plan assets
$214M Jan 1, 2024 reported Form 5500
$196M (2023-01) · $248M (2022-01)
Net assets
$215M Dec 31, 2024 reported Form 5500
$214M (2023-12) · $196M (2022-12)
Funded ratio
109.5% Jan 1, 2024 reported Form 5500
104.0% (2023-01) · 111.1% (2022-01)
Funding target
$192M Jan 1, 2024 reported Form 5500
$191M (2023-01) · $192M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.41% (2022-01)
Participants
1,313 Jan 1, 2024 reported Form 5500
1,331 (2023-01) · 1,354 (2022-01)
Contributions
$8.1M Dec 31, 2024 reported Form 5500
$8.5M (2023-12) · $8.5M (2022-12)
Benefits paid
$10.6M Dec 31, 2024 reported Form 5500
$10.0M (2023-12) · $9.8M (2022-12)
Net investment income
$735,088 Dec 31, 2024 reported Form 5500
$17.9M (2023-12) · -$51.9M (2022-12)
Investment management fees
$161,794 Dec 31, 2024 reported Form 5500
$187,535 (2023-12) · $177,047 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,313$214M$192M109.5%$215MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,331$196M$191M104.0%$214MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,354$248M$192M111.1%$196MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+20 more service providers

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

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Provenance
Identifiers: EIN-PN 135560633-001
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

Firmenich Pension Plan sits on 3 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 3 paths of capital through this record

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

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

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

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Record history

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Funded status changed
    2023-01-01source

+2 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

+6 connections on the graph

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