DFX Intelligence

This allocator's name, 3 more advisers and 2 more dated events

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Corporate pension in Virginia

Corporate pension· Newport News, Virginia

Corporate pension, based in Newport News, Virginia, reporting $623M in assets, for 14,608 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: $623M
Funded ratio: 105.5%

Open searches Allocation policy

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 Mercer.

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

Corporate pension

Assets

$623M

Total assets, Dec 31, 2024 reported

Funded

105.5%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Master trust investment accounts 100.0%

Consultants and advisers

6 firms

Mercer Pension consultantthrough Dec 31, 2023 Form 5500
Willis Towers Watson US LLC Pension consultantthrough Dec 31, 2022 Form 5500
Cliffwater LLC Pension consultantthrough Dec 31, 2022 Form 5500

+3 more consultants and advisers 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

No manager relationship is on the tape for this allocator.

What changed

7 events

Dec 31, 2024Consultant changedinference
with Merceraskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Deloitte Tax LLPaskebsa.dol.gov
Jan 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Merceraskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Deloitte Tax LLPaskebsa.dol.gov

+2 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

31 readings

Total assets

$623M Dec 31, 2024 reported Form 5500

$605M (2023-12) · $612M (2022-12)

Plan assets

$605M Jan 1, 2024 reported Form 5500

$611M (2023-01) · $762M (2022-01)

Net assets

$623M Dec 31, 2024 reported Form 5500

$605M (2023-12) · $612M (2022-12)

Funded ratio

105.5% Jan 1, 2024 reported Form 5500

101.5% (2023-01) · 116.6% (2022-01)

Funding target

$529M Jan 1, 2024 reported Form 5500

$586M (2023-01) · $513M (2022-01)

Discount rate

5.14% Jan 1, 2024 reported Form 5500

5.27% (2023-01) · 5.42% (2022-01)

Participants

14,608 Jan 1, 2024 reported Form 5500

14,715 (2023-01) · 14,156 (2022-01)

Contributions

$2.1M Dec 31, 2024 reported Form 5500

$2.7M (2023-12) · $3.4M (2022-12)

Benefits paid

$41.4M Dec 31, 2024 reported Form 5500

$85.9M (2023-12) · $37.6M (2022-12)

Net investment income

$18.2M Dec 31, 2024 reported Form 5500

-$7.1M (2023-12) · -$149M (2022-12)

Investment management fees

$334,680 Dec 31, 2023 reported Form 5500

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	14,608	$605M	$529M	105.5%	$623M	Not disclosed	$623M	Not disclosed
2023 to Dec 31, 2023	14,715	$611M	$586M	101.5%	$605M	Not disclosed	$605M	Not disclosed
2022 to Dec 31, 2022	14,156	$762M	$513M	116.6%	$612M	Not disclosed	$611M	Not disclosed

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

Ernst & Young LLP codes 10 11 17 50 $220,634 PY2024
Towers Watson Investment Services codes 17 50 $69,954 PY2024
Grant Thornton LLP codes 10 50 $52,400 PY2024

+35 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 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, managers.

Record history

7 dated events on the change ledger, latest first

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

+4 more changes on this record's ledger

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

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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