DFX Intelligence

This allocator's name

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· Hauppauge, New York

Corporate pension, based in Hauppauge, New York, reporting $19.0M in assets, for 259 participants.

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

As of 2023-10-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $19.0M
Funded ratio: 94.6%

Open searches Allocation policy

As of 2023-10-01 · 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: 1 Oct 2023, Funded status changed.

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

Corporate pension

Assets

$19.0M

Total assets, Sep 30, 2025 reported

Funded

94.6%

Oct 1, 2023

Private markets target

no policy read

policy Sep 30, 2025

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.0%
Non-interest-bearing cash 0.6%
U.S. Government securities 97.8%

Consultants and advisers

2 firms

this allocator Investment adviser (plan)Discretionary trusteethrough Sep 30, 2023 Form 5500
The Benefit Practice Actuarythrough Sep 30, 2023 Form 5500

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

1 event

Oct 1, 2023Funded status changed
down 9 pointsaskebsa.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

28 readings

Total assets

$19.0M Sep 30, 2025 reported Form 5500

$20.8M (2024-09) · $20.2M (2023-09)

Plan assets

$20.2M Oct 1, 2023 reported Form 5500

$21.8M (2022-10)

Net assets

$19.0M Sep 30, 2025 reported Form 5500

$20.8M (2024-09) · $20.2M (2023-09)

Funded ratio

94.6% Oct 1, 2023 reported Form 5500

103.2% (2022-10)

Funding target

$17.6M Oct 1, 2023 reported Form 5500

$17.8M (2022-10)

Discount rate

5.16% Oct 1, 2023 reported Form 5500

5.33% (2022-10)

Participants

259 Oct 1, 2024 reported Form 5500

262 (2023-10) · 265 (2022-10)

Contributions

$0 Sep 30, 2025 reported Form 5500

$0 (2024-09) · $0 (2023-09)

Benefits paid

$1.6M Sep 30, 2025 reported Form 5500

$1.6M (2024-09) · $1.5M (2023-09)

Net investment income

-$1.8M Sep 30, 2025 reported Form 5500

$625,929 (2024-09) · -$1.6M (2023-09)

Investment management fees

$0 Sep 30, 2024 reported Form 5500

$86,524 (2023-09)

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 Sep 30, 2025	259	Not disclosed	Not disclosed	n/a	$19.0M	$0	$0	$0
2023 to Sep 30, 2024	262	$20.2M	$17.6M	94.6%	$20.8M	$0	$0	$0
2022 to Sep 30, 2023	265	$21.8M	$17.8M	103.2%	$20.2M	$0	$0	$0

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

this allocator codes 27 28 51 $76,159 PY2024
The Benefit Practice codes 11 $52,356 PY2024
this allocator codes 24 $8,591 PY2024

+8 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

1 dated event on the change ledger, latest first

Funded status changed
2023-10-01source

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.