DFX Intelligence

This allocator's name and 7 more commitments

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 Ohio

Corporate pension· Youngstown, Ohio

Corporate pension, based in Youngstown, Ohio, reporting $22.7M in assets, for 247 participants.

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

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $22.7M
Funded ratio: 86.2%
Fund commitments: 5
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (5)Allocation policy Managers

As of 2023-12-31 · 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 2023, Manager relationship ended.

Capital path

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

Corporate pension in Ohio

Funds committed to

All 5

Managers

Empower Annuity Insurance Company5 commitments

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

Corporate pension

Assets

$22.7M

Total assets, Dec 27, 2024 reported

Funded

86.2%

Dec 28, 2023

Private markets target

no policy read

policy Dec 27, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 27, 2024

Actual allocation lines without a target (as filed)

Insurance company general account 3.2%
Pooled separate accounts 49.3%
Registered investment companies 47.5%

Consultants and advisers

1 firm

Empower Actuarythrough Dec 27, 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

Empower Annuity Insurance Company5 rows, latest Dec 27, 2024

From Schedule C (investment management, code 28)

Empower Annuity Insurance Companyplan years
Capfinancial Partners LLCplan years 2023

What changed

2 events

Dec 31, 2023Manager relationship endedinference
with Capfinancial Partners LLCaskebsa.dol.gov
Dec 28, 2023Funded status changed
4 pointsaskebsa.dol.gov

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

Commitments

10 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 27, 2024	Robeco Bp Lgc Val Eq (is)separate account	Empower Annuity Insurance Company	Pooled vehicles	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 27, 2024	Large Cap Growth/jennisonseparate account	Empower Annuity Insurance Company	Public equity	$2.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 27, 2024	Eagle M Cap Growth (isp)separate account	Empower Annuity Insurance Company	Pooled vehicles	$385,823 held	Disclosed holding	askebsa.dol.gov

+7 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding

21 readings

Total assets

$22.7M Dec 27, 2024 reported Form 5500

$22.9M (2023-12)

Plan assets

$23.0M Dec 28, 2023 reported Form 5500

$21.1M (2022-12)

Net assets

$22.7M Dec 27, 2024 reported Form 5500

$22.9M (2023-12)

Funded ratio

86.2% Dec 28, 2023 reported Form 5500

82.2% (2022-12)

Funding target

$28.5M Dec 28, 2023 reported Form 5500

$28.0M (2022-12)

Discount rate

5.26% Dec 28, 2023 reported Form 5500

5.43% (2022-12)

Participants

247 Dec 28, 2023 reported Form 5500

254 (2022-12)

Contributions

$629,975 Dec 27, 2024 reported Form 5500

$743,633 (2023-12)

Benefits paid

$1.8M Dec 27, 2024 reported Form 5500

$1.7M (2023-12)

Net investment income

-$223,466 Dec 27, 2024 reported Form 5500

$1.7M (2023-12)

Investment management fees

$184,756 Dec 27, 2024 reported Form 5500

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Dec 27, 2024	247	$23.0M	$28.5M	86.2%	$22.7M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 27, 2023	254	$21.1M	$28.0M	82.2%	$22.9M	Not disclosed	Not disclosed	Not disclosed

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

Empower Annuity Insurance Company codes 13 $16,115 PY2023
Large Cap Growth/jennison Sched. D P $2.0M PY2023
PRU Long Corporate Bond Sched. D P $5.2M PY2023

+13 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 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

2 dated events on the change ledger, latest first

Funded status changed
2023-12-28source
Manager relationship ended
2023-12-31source

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

+4 connections on the graph

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