DFX Intelligence

This allocator's name, 1 more adviser, 1 more commitment 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 New York

Corporate pension· West Harrison, New York

Corporate pension, based in West Harrison, New York, reporting $49.1M in assets, for 346 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $49.1M
Funded ratio: 116.6%
Fund commitments: 1

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

Commitments (1)Allocation policy Consultants

As of 2025-12-31 · 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 2025, Total assets 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

AB Global Strategic Core Equity Ct4 commitments

Managers

Alliance Bernstein, L.P.4 commitments

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

Corporate pension

Assets

$49.1M

Total assets, Dec 31, 2025 reported

Funded

116.6%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.1%
Common/collective trusts 8.8%
Registered investment companies 58.4%

Consultants and advisers

4 firms

Futureplan Pension consultantthrough Dec 31, 2025 Form 5500
Futureplan by Ascensus Actuarythrough Dec 31, 2025 Form 5500
MG Trust Company DBA Matrix Trust Trusteethrough Dec 31, 2025 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

1 manager on the commitment tape

From the plan’s own commitment disclosures

Alliance Bernstein, L.P.4 rows, latest Dec 31, 2025

What changed

8 events

Dec 31, 2025Assets changed
$8.2Maskebsa.dol.gov
Jan 1, 2025Funded status changed
4 pointsaskebsa.dol.gov
Jan 1, 2025Assets changed
$10.6Maskebsa.dol.gov
Dec 31, 2024Assets changed
$10.7Maskebsa.dol.gov
Jan 1, 2024Assets changed
$8.3Maskebsa.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

4 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2025	AB Global Strategic Core Equity Ctcollective trust	Alliance Bernstein, L.P.	Public equity	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AB Global Strategic Core Equity Ctcollective trust	Alliance Bernstein, L.P.	Public equity	$3.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	AB Global Strategic Core Equity Ctcollective trust	Alliance Bernstein, L.P.	Public equity	$2.5M held	Disclosed holding	askebsa.dol.gov

+1 more commitment

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

43 readings

Total assets

$49.1M Dec 31, 2025 reported Form 5500

$40.9M (2024-12) · $30.3M (2023-12) · $21.9M (2022-12)

Plan assets

$40.8M Jan 1, 2025 reported Form 5500

$30.2M (2024-01) · $21.8M (2023-01) · $13.0M (2022-01)

Net assets

$49.1M Dec 31, 2025 reported Form 5500

$40.9M (2024-12) · $30.3M (2023-12) · $21.9M (2022-12)

Funded ratio

116.6% Jan 1, 2025 reported Form 5500

112.9% (2024-01) · 114.5% (2023-01) · 119.1% (2022-01)

Funding target

$35.0M Jan 1, 2025 reported Form 5500

$26.7M (2024-01) · $19.1M (2023-01) · $10.9M (2022-01)

Discount rate

5.24% Jan 1, 2025 reported Form 5500

4.95% (2024-01) · 5.03% (2023-01) · 5.19% (2022-01)

Participants

346 Jan 1, 2025 reported Form 5500

315 (2024-01) · 314 (2023-01) · 307 (2022-01)

Contributions

$16.1M Dec 31, 2025 reported Form 5500

$17.1M (2024-12) · $11.8M (2023-12) · $12.1M (2022-12)

Benefits paid

$11.3M Dec 31, 2025 reported Form 5500

$8.6M (2024-12) · $5.4M (2023-12) · $2.5M (2022-12)

Net investment income

$8.2M Dec 31, 2025 reported Form 5500

$10.7M (2024-12) · $8.3M (2023-12) · $8.8M (2022-12)

Investment management fees

$20,687 Dec 31, 2025 reported Form 5500

$13,926 (2024-12) · $3,242 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	346	$40.8M	$35.0M	116.6%	$49.1M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	315	$30.2M	$26.7M	112.9%	$40.9M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	314	$21.8M	$19.1M	114.5%	$30.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	307	$13.0M	$10.9M	119.1%	$21.9M	Not disclosed	Not disclosed	Not disclosed

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

Futureplan codes 17 50 $78,363 PY2025
Matrix Trust Company codes 15 21 28 50 51 52 64 $37,969 PY2025
BDO USA, P.C. codes 10 50 $26,780 PY2025

+17 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.

Not yet on record: managers.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

8 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2025-01-01source
Total assets changed
2025-01-01source

+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

+5 connections on the graph

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