This allocator's name, 4 more advisers and 7 more dated events

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Corporate pension in Ohio

Corporate pension· Westlake, Ohio

Corporate pension, based in Westlake, Ohio, reporting $392M in assets, for 3,963 participants.

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

Assets
$392M
Funded ratio
96.6%
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 Oct 2025, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$392M
Total assets, Oct 31, 2025 reported
Funded
96.6%
Nov 1, 2024
Private markets target
no policy read
policy Oct 31, 2025
Commitments
0
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
7 firms

+4 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
4 managers on Schedule C
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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What changed
12 events

+7 more dated events

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

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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
31 readings
Total assets
$392M Oct 31, 2025 reported Form 5500
$332M (2024-10) · $288M (2023-10)
Plan assets
$333M Nov 1, 2024 reported Form 5500
$290M (2023-11) · $299M (2022-11)
Net assets
$392M Oct 31, 2025 reported Form 5500
$330M (2024-10) · $288M (2023-10)
Funded ratio
96.6% Nov 1, 2024 reported Form 5500
104.5% (2023-11) · 117.6% (2022-11)
Funding target
$290M Nov 1, 2024 reported Form 5500
$273M (2023-11) · $251M (2022-11)
Discount rate
5.44% Nov 1, 2024 reported Form 5500
5.38% (2023-11) · 5.56% (2022-11)
Participants
3,963 Nov 1, 2024 reported Form 5500
4,021 (2023-11) · 4,148 (2022-11)
Contributions
$10.0M Oct 31, 2025 reported Form 5500
Benefits paid
$7.9M Oct 31, 2025 reported Form 5500
$5.8M (2024-10) · $3.6M (2023-10)
Net investment income
$28.6M Oct 31, 2025 reported Form 5500
$41.8M (2024-10) · -$9.1M (2023-10)
Investment management fees
$611,487 Oct 31, 2025 reported Form 5500
$766,060 (2024-10) · $545,427 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 20253,963$333M$290M96.6%$392MNot disclosed$392MNot disclosed
2023 to Oct 31, 20244,021$290M$273M104.5%$332MNot disclosed$332MNot disclosed
2022 to Oct 31, 20234,148$299M$251M117.6%$288MNot disclosed$288MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+27 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

12 dated events on the change ledger, latest first
  • Funded status changed
    2023-11-01source
  • Funded status changed
    2024-11-01source
  • Manager relationship ended
    2023-12-31source

+9 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

+12 connections on the graph

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