DFX Intelligence

This allocator's name, 1 more adviser and 3 more dated events

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 Massachusetts

Corporate pension· Waltham, Massachusetts

Corporate pension, based in Waltham, Massachusetts, reporting $3.4M in assets, for 123 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: $3.4M
Funded ratio: 138.5%
Managers: 1

Open searches Allocation policy Consultants

Managers

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 HUB International.

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

Corporate pension

Assets

$3.4M

Total assets, Dec 31, 2024 reported

Funded

138.5%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 98.9%

Consultants and advisers

4 firms

Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
HUB International Pension consultantthrough Dec 31, 2024 Form 5500
Gw&k Investment Management, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500

+1 more consultant or adviser advise this allocator

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

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People

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

Manager roster

1 manager on Schedule C

From Schedule C (investment management, code 28)

Sage Advisory Services Ltd. Co.plan years 2024

What changed

8 events

Dec 31, 2024Manager relationship started
with Sage Advisory Services Ltd. Co.askebsa.dol.gov
Dec 31, 2024Consultant changedinference
with HUB Internationalaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Ropes & Gray LLPaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Gw&k Investment Management, LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov

+3 more dated events

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

28 readings

Total assets

$3.4M Dec 31, 2024 reported Form 5500

$15.5M (2023-12) · $14.9M (2022-12)

Plan assets

$14.9M Jan 1, 2023 reported Form 5500

$18.4M (2022-01)

Net assets

$3.4M Dec 31, 2024 reported Form 5500

$15.1M (2023-12) · $14.9M (2022-12)

Funded ratio

138.5% Jan 1, 2023 reported Form 5500

130.9% (2022-01)

Funding target

$11.8M Jan 1, 2023 reported Form 5500

$12.8M (2022-01)

Discount rate

5.24% Jan 1, 2023 reported Form 5500

5.40% (2022-01)

Participants

123 Jan 1, 2024 reported Form 5500

135 (2023-01) · 142 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $104,000 (2022-12)

Benefits paid

$12.2M Dec 31, 2024 reported Form 5500

$1.3M (2023-12) · $1.2M (2022-12)

Net investment income

-$11.7M Dec 31, 2024 reported Form 5500

$211,539 (2023-12) · -$3.5M (2022-12)

Investment management fees

$62,853 Dec 31, 2023 reported Form 5500

$77,370 (2022-12)

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	123	Not disclosed	Not disclosed	n/a	$3.4M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	135	$14.9M	$11.8M	138.5%	$15.5M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	142	$18.4M	$12.8M	130.9%	$14.9M	$594,232	Not disclosed	Not disclosed

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

Ropes & Gray LLP codes 11 17 $238,820 PY2024
BCG Pension Risk Consultants codes 17 $51,850 PY2024
Verrill Dana, LLP codes 29 $51,434 PY2024

+7 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 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.

Record history

8 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Consultant changed
2024-12-31source
Consultant changed
2024-12-31source

+5 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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