Nichimen America, Inc. Pension Plan

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $9.3M in assets, for 172 participants.

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

Assets
$9.3M
Funded ratio
106.0%
Fund commitments
1
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Commitments (1)Allocation policy
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: 1 Jan 2023, Nichimen America, Inc. Pension Plan funded ratio 138.2% -> 105.3% (2022-01-01 to 2023-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
Nichimen America, Inc. Pension Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$9.3M
Total assets, Dec 31, 2024 reported
Funded
106.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Sojitz Corporation of America
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 3.7%
  • Common/collective trusts 96.3%
Consultants and advisers
2 firms
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
What changed
2 events
  • Jan 1, 2023Funded status changed
    Nichimen America, Inc. Pension Plan funded ratio 138.2% -> 105.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Nichimen America, Inc. Pension Plan plan assets $14M -> $10M (-26.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024FID Asset Mgmt Int Duration Poolseparate accountNational Financial ServicesPooled vehicles$761,377 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023FID Asset Mgmt Int Duration Poolseparate accountNational Financial ServicesPooled vehicles$961,773 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022FID Asset Mgmt Int Duration Poolseparate accountNational Financial ServicesPooled vehicles$970,553 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$9.3M Dec 31, 2024 reported Form 5500
$10.3M (2023-12) · $10.5M (2022-12)
Plan assets
$10.3M Jan 1, 2024 reported Form 5500
$10.5M (2023-01) · $14.3M (2022-01)
Net assets
$9.3M Dec 31, 2024 reported Form 5500
$10.3M (2023-12) · $10.5M (2022-12)
Funded ratio
106.0% Jan 1, 2024 reported Form 5500
105.3% (2023-01) · 138.2% (2022-01)
Funding target
$10.7M Jan 1, 2024 reported Form 5500
$11.0M (2023-01) · $10.7M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.37% (2022-01)
Participants
172 Jan 1, 2024 reported Form 5500
173 (2023-01) · 173 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$784,397 Dec 31, 2024 reported Form 5500
$771,622 (2023-12) · $750,067 (2022-12)
Net investment income
-$997,786 Dec 31, 2024 reported Form 5500
-$188,592 (2023-12) · -$3.8M (2022-12)
Investment management fees
$38,410 Dec 31, 2024 reported Form 5500
$37,712 (2023-12) · $40,324 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024172$10.3M$10.7M106.0%$9.3MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023173$10.5M$11.0M105.3%$10.3MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022173$14.3M$10.7M138.2%$10.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Fidelity codes 26 $38,410 PY2024
  • Harper Danesh LLC codes 11 15 $21,301 PY2024
  • Mckonly & Asbury codes 10 $16,120 PY2024

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Provenance
Identifiers: EIN-PN 135610360-003
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.

Record history

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Total assets changed
    2023-01-01source

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

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+3 connections on the graph

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