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Corporate pension in New York

Corporate pension· Leroy, New York

Corporate pension, based in Leroy, New York, reporting $4.6M in assets, for 190 participants.

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

As of 2024-08-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $4.6M
Funded ratio: 94.9%
Fund commitments: 1
Managers: 1

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Commitments (1)Allocation policy Managers

As of 2024-08-01 · 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 Aug 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Corporate pension in New York

Funds committed to

Fixed Income Fund3 commitments

Managers

Nationwide3 commitments

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

Corporate pension

Assets

$4.6M

Total assets, Jul 31, 2025 reported

Funded

94.9%

Aug 1, 2024

Private markets target

no policy read

policy Jul 31, 2025

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Jul 31, 2025

Actual allocation lines without a target (as filed)

Insurance company general account 15.2%
Registered investment companies 83.1%

Consultants and advisers

1 firm

MWM Consulting Group Actuarythrough Jul 31, 2023 Form 5500

People

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

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Nationwide3 rows, latest Jul 31, 2025

From Schedule C (investment management, code 28)

Nationwideplan years

What changed

1 event

Aug 1, 2024Funded status changed
6 pointsaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jul 31, 2025	Fixed Income Fundseparate account	Nationwide	Fixed income	$700,850 held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2024	Fixed Income Fundseparate account	Nationwide	Fixed income	$624,536 held	Disclosed holding	askebsa.dol.gov
as of Jul 31, 2023	Fixed Income Fundseparate account	Nationwide	Fixed income	$561,244 held	Disclosed holding	askebsa.dol.gov

Size and funding

32 readings

Total assets

$4.6M Jul 31, 2025 reported Form 5500

$4.5M (2024-07) · $4.3M (2023-07)

Plan assets

$4.5M Aug 1, 2024 reported Form 5500

$4.3M (2023-08) · $4.5M (2022-08)

Net assets

$4.6M Jul 31, 2025 reported Form 5500

$4.5M (2024-07) · $4.3M (2023-07)

Funded ratio

94.9% Aug 1, 2024 reported Form 5500

89.0% (2023-08) · 90.5% (2022-08)

Funding target

$4.8M Aug 1, 2024 reported Form 5500

$4.8M (2023-08) · $4.8M (2022-08)

Discount rate

5.29% Aug 1, 2024 reported Form 5500

5.24% (2023-08) · 5.41% (2022-08)

Participants

190 Aug 1, 2024 reported Form 5500

196 (2023-08) · 206 (2022-08)

Contributions

$297,000 Jul 31, 2025 reported Form 5500

$320,000 (2024-07) · $98,000 (2023-07)

Benefits paid

$275,300 Jul 31, 2025 reported Form 5500

$282,860 (2024-07) · $282,053 (2023-07)

Net investment income

$59,204 Jul 31, 2025 reported Form 5500

$212,348 (2024-07) · -$167,831 (2023-07)

Investment management fees

$11,304 Jul 31, 2025 reported Form 5500

$10,950 (2024-07)

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 Jul 31, 2025	190	$4.5M	$4.8M	94.9%	$4.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Jul 31, 2024	196	$4.3M	$4.8M	89.0%	$4.5M	Not disclosed	Not disclosed	Not disclosed
2022 to Jul 31, 2023	206	$4.5M	$4.8M	90.5%	$4.3M	Not disclosed	Not disclosed	Not disclosed

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

MWM Consulting Group codes 11 $152,335 PY2024
LPL Financial LLC- Rpcp codes 22 $11,304 PY2024
Fixed Income Fund Sched. D P $700,850 PY2024

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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.

Record history

1 dated event on the change ledger, latest first

Funded status changed
2024-08-01source

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

every published relationship on the graph

+3 connections on the graph

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