DFX Intelligence

This allocator's name, 1 more adviser 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.

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Corporate pension in New Jersey

Corporate pension· Livingston, New Jersey

Corporate pension, based in Livingston, New Jersey, reporting $346M in assets, for 4,493 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $346M
Funded ratio: 93.5%

Open searches Allocation policy Consultants

As of 2024-12-31 · 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, Changed investment consultant to FID Mgmt Trust Co.

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$346M

Total assets, Dec 31, 2024 reported

Funded

93.5%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

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)

Non-interest-bearing cash 0.0%
Registered investment companies 99.8%

Consultants and advisers

4 firms

UBS Asset Management Pension consultantthrough Dec 31, 2024 Form 5500
FID Mgmt Trust Co Pension consultantthrough Dec 31, 2024 Form 5500
Fidelity Investments General consultantthrough Dec 31, 2022 Form 5500

+1 more consultant or adviser advise this allocator

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

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

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on Schedule C

From Schedule C (investment management, code 28)

UBS Asset Managementplan years 2023
Empower Retirement, LLCplan years 2022

What changed

6 events

Dec 31, 2024Consultant changedinference
with FID Mgmt Trust Coaskebsa.dol.gov
Jan 1, 2024Funded status changed
down 12 pointsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Fidelity Investmentsaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with UBS Asset Managementaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 14 pointsaskebsa.dol.gov

+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

$346M Dec 31, 2024 reported Form 5500

$329M (2023-12) · $304M (2022-12)

Plan assets

$329M Jan 1, 2024 reported Form 5500

$304M (2023-01) · $371M (2022-01)

Net assets

$346M Dec 31, 2024 reported Form 5500

$329M (2023-12) · $304M (2022-12)

Funded ratio

93.5% Jan 1, 2024 reported Form 5500

105.5% (2023-01) · 119.6% (2022-01)

Funding target

$227M Jan 1, 2024 reported Form 5500

$211M (2023-01) · $185M (2022-01)

Discount rate

5.19% Jan 1, 2024 reported Form 5500

5.26% (2023-01) · 5.38% (2022-01)

Participants

4,493 Jan 1, 2024 reported Form 5500

4,284 (2023-01) · 4,259 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$14.3M Dec 31, 2024 reported Form 5500

$13.5M (2023-12) · $14.4M (2022-12)

Net investment income

$16.1M Dec 31, 2024 reported Form 5500

$25.8M (2023-12) · -$67.1M (2022-12)

Investment management fees

$138,750 Dec 31, 2023 reported Form 5500

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	4,493	$329M	$227M	93.5%	$346M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	4,284	$304M	$211M	105.5%	$329M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	4,259	$371M	$185M	119.6%	$304M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Fidelity Management Trust Co codes 13 17 50 $202,448 PY2024
UBS Asset Management codes 17 50 $185,000 PY2024
Fidelity Investments codes 11 PY2024

+5 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
Consultant changed
2023-12-31source

+3 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

+7 connections on the graph

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