DFX Intelligence

This allocator's name and 1 more adviser

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 Jersey

Corporate pension· Bridgeton, New Jersey

Corporate pension, based in Bridgeton, New Jersey, reporting $27,964 in assets, for 951 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: $27,964
Funded ratio: 88.3%

Open searches Allocation policy Consultants

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 Baker Tilly US, LLP.

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

Corporate pension

Assets

$27,964

Total assets, Dec 31, 2024 reported

Funded

88.3%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2023

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Interest-bearing cash 22.6%
U.S. Government securities 21.4%
Registered investment companies 55.6%

Consultants and advisers

4 firms

Baker Tilly US, LLP Pension consultantthrough Dec 31, 2024 Form 5500
Withum Smith Brown PC Pension consultantthrough Dec 31, 2022 Form 5500
SEI Investment Company Trusteethrough Dec 31, 2022 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

No manager relationship is on the tape for this allocator.

What changed

5 events

Dec 31, 2024Consultant changedinference
with Baker Tilly US, LLPaskebsa.dol.gov
Dec 31, 2024Assets changed
down $43.4Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Withum Smith Brown PCaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 14 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $12.8Maskebsa.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

29 readings

Total assets

$27,964 Dec 31, 2024 reported Form 5500

$43.4M (2023-12) · $44.3M (2022-12)

Plan assets

$44.3M Jan 1, 2023 reported Form 5500

$57.1M (2022-01)

Net assets

$27,964 Dec 31, 2024 reported Form 5500

$43.4M (2023-12) · $44.3M (2022-12)

Funded ratio

88.3% Jan 1, 2023 reported Form 5500

101.9% (2022-01)

Funding target

$45.4M Jan 1, 2023 reported Form 5500

$46.7M (2022-01)

Discount rate

5.06% Jan 1, 2023 reported Form 5500

5.47% (2022-01)

Participants

951 Jan 1, 2024 reported Form 5500

999 (2023-01) · 1,055 (2022-01)

Contributions

-$5.1M Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$39.0M Dec 31, 2024 reported Form 5500

$3.5M (2023-12) · $4.3M (2022-12)

Net investment income

-$43.4M Dec 31, 2024 reported Form 5500

-$878,404 (2023-12) · -$12.8M (2022-12)

Investment management fees

$94,105 Dec 31, 2024 reported Form 5500

$110,963 (2023-12) · $130,113 (2022-12)

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	951	Not disclosed	Not disclosed	n/a	$27,964	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	999	$44.3M	$45.4M	88.3%	$43.4M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,055	$57.1M	$46.7M	101.9%	$44.3M	Not disclosed	Not disclosed	Not disclosed

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

SEI Investment Company codes 21 27 50 $243,505 PY2024
Captrust Actuarial Services, LLC codes 11 15 17 50 $84,671 PY2024
Baker Tilly US, LLP codes 10 17 50 $23,100 PY2024

+10 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

5 dated events on the change ledger, latest first

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

+2 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

+5 connections on the graph

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