This allocator's name and 3 more advisers

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Corporate pension in New York

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $577M in assets, for 14,241 participants.

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

Assets
$577M
Funded ratio
77.4%
Managers
1
Open searchesAllocation policyConsultants
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Managers
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, Changed investment consultant to Union Park Consulting LLC.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$577M
Total assets, Sep 30, 2025 reported
Funded
77.4%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
1 manager on Schedule C
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 0.0%
  • Other investments 67.9%
  • Registered investment companies 16.9%
  • Common stock 9.5%
Consultants and advisers
6 firms

+3 more consultants and advisers 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
6 managers on Schedule C
From Schedule C (investment management, code 28)

+3 more Schedule C managers

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What changed
5 events
  • Dec 31, 2024Consultant changedinference
    with Union Park Consulting LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Maren Capital LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Gardner Russo & Quinn LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Bloomberg L.P.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Vulcan Valueaskebsa.dol.gov
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
33 readings
Total assets
$577M Sep 30, 2025 reported Form 5500
$555M (2024-09) · $506M (2023-09)
Plan assets
$552M Oct 1, 2024 reported Form 5500
$505M (2023-10) · $475M (2022-10)
Net assets
$577M Sep 30, 2025 reported Form 5500
$553M (2024-09) · $505M (2023-09)
Funded ratio
77.4% Oct 1, 2024 reported Form 5500
78.0% (2023-10) · 77.2% (2022-10)
Funding target
$674M Oct 1, 2024 reported Form 5500
$682M (2023-10) · $664M (2022-10)
Discount rate
5.35% Oct 1, 2024 reported Form 5500
5.24% (2023-10) · 5.41% (2022-10)
Participants
14,241 Oct 1, 2024 reported Form 5500
13,860 (2023-10) · 13,675 (2022-10)
Contributions
$27.2M Sep 30, 2025 reported Form 5500
$27.5M (2024-09) · $38.5M (2023-09)
Benefits paid
$46.0M Sep 30, 2025 reported Form 5500
$45.5M (2024-09) · $43.1M (2023-09)
Net investment income
$24.0M Sep 30, 2025 reported Form 5500
$47.7M (2024-09) · $30.3M (2023-09)
Investment management fees
$1.9M Sep 30, 2025 reported Form 5500
$2.3M (2024-09) · $3.0M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 202514,241$552M$674M77.4%$577MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 202413,860$505M$682M78.0%$555MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 202313,675$475M$664M77.2%$506MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+62 more service providers

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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

5 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Manager relationship ended
    2023-12-31source
  • Consultant changed
    2024-12-31source

+2 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

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+14 connections on the graph

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