This allocator's name and 18 more dated events

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Corporate pension in Pennsylvania

Corporate pension· York, Pennsylvania

Corporate pension, based in York, Pennsylvania, for 329 participants.

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

Funded ratio
121.0%
Managers
2
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 Dec 2025, Manager relationship ended.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, May 31, 2025 reported
Funded
121.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 99.6%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
15 managers on Schedule C
From Schedule C (investment management, code 28)

+12 more Schedule C managers

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What changed
23 events
  • Dec 31, 2025Manager relationship endedinference
    with Pimcoaskebsa.dol.gov
  • Dec 31, 2025Manager relationship endedinference
    with GQG Partners LLCaskebsa.dol.gov
  • Dec 31, 2025Manager relationship endedinference
    with J.P. Morgan Chase & Coaskebsa.dol.gov
  • Dec 31, 2025Manager relationship endedinference
    with Spdr State Street Global Advisorsaskebsa.dol.gov
  • Dec 31, 2025Manager relationship endedinference
    with Federated Investors Fundaskebsa.dol.gov

+18 more dated events

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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
40 readings
Total assets
$0 May 31, 2025 reported Form 5500
$16.5M (2024-12) · $22.3M (2023-12) · $19.2M (2022-12)
Plan assets
$22.3M Jan 1, 2024 reported Form 5500
$19.2M (2023-01) · $22.7M (2022-01)
Net assets
$0 May 31, 2025 reported Form 5500
$16.5M (2024-12) · $22.3M (2023-12) · $19.2M (2022-12)
Funded ratio
121.0% Jan 1, 2024 reported Form 5500
114.0% (2023-01) · 118.7% (2022-01)
Funding target
$17.5M Jan 1, 2024 reported Form 5500
$17.7M (2023-01) · $17.1M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.43% (2022-01)
Participants
329 Jan 1, 2025 reported Form 5500
552 (2024-01) · 564 (2023-01) · 573 (2022-01)
Contributions
$0 May 31, 2025 reported Form 5500
$0 (2024-12) · $1.0M (2023-12) · $1.0M (2022-12)
Benefits paid
$10.8M May 31, 2025 reported Form 5500
$6.9M (2024-12) · $938,581 (2023-12) · $884,803 (2022-12)
Net investment income
-$10.8M May 31, 2025 reported Form 5500
-$5.8M (2024-12) · $3.0M (2023-12) · -$3.5M (2022-12)
Investment management fees
$0 May 31, 2025 reported Form 5500
$10,315 (2024-12) · $18,091 (2023-12) · $136,366 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to May 31, 2025329Not disclosedNot disclosedn/a$0$0$0$0
2024 to Dec 31, 2024552$22.3M$17.5M121.0%$16.5M$0$0$0
2023 to Dec 31, 2023564$19.2M$17.7M114.0%$22.3M$0$0$0
2022 to Dec 31, 2022573$22.7M$17.1M118.7%$19.2M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+41 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 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: assets, fund commitments.

Record history

23 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship ended
    2025-12-31source

+20 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

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+18 connections on the graph

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