This allocator's name

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Corporate pension in Massachusetts

Corporate pension· Mansfield, Massachusetts

Corporate pension, based in Mansfield, Massachusetts, for 180 participants.

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

Funded ratio
92.9%
Open searchesAllocation policyConsultants
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 Jan 2025, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
not established
Total assets, Jan 31, 2025 reported
Funded
92.9%
Feb 1, 2024
Private markets target
no policy read
policy Jan 31, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jan 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 65.2%
  • Registered investment companies 34.7%
Consultants and advisers
3 firms
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
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
33 readings
Total assets
$0 Jan 31, 2025 reported Form 5500
$11.3M (2024-01) · $11.7M (2023-01)
Plan assets
$11.3M Feb 1, 2024 reported Form 5500
$11.7M (2023-02) · $13.5M (2022-02)
Net assets
$0 Jan 31, 2025 reported Form 5500
$11.3M (2024-01) · $11.7M (2023-01)
Funded ratio
92.9% Feb 1, 2024 reported Form 5500
88.8% (2023-02) · 102.0% (2022-02)
Funding target
$12.0M Feb 1, 2024 reported Form 5500
$12.9M (2023-02) · $13.0M (2022-02)
Discount rate
4.97% Feb 1, 2024 reported Form 5500
5.09% (2023-02) · 5.26% (2022-02)
Participants
180 Feb 1, 2024 reported Form 5500
184 (2023-02) · 187 (2022-02)
Contributions
$858,303 Jan 31, 2025 reported Form 5500
$0 (2024-01) · $0 (2023-01)
Benefits paid
$12.5M Jan 31, 2025 reported Form 5500
$1.2M (2024-01) · $1.2M (2023-01)
Net investment income
-$11.3M Jan 31, 2025 reported Form 5500
-$437,907 (2024-01) · -$1.8M (2023-01)
Investment management fees
$22,730 Jan 31, 2025 reported Form 5500
$65,804 (2024-01) · $72,861 (2023-01)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jan 31, 2025180$11.3M$12.0M92.9%$0Not disclosedNot disclosedNot disclosed
2023 to Jan 31, 2024184$11.7M$12.9M88.8%$11.3MNot disclosedNot disclosedNot disclosed
2022 to Jan 31, 2023187$13.5M$13.0M102.0%$11.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+5 more service providers

Every name, record and relationship behind this count, with the source on each.

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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 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: assets, fund commitments, managers.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-02-01source
  • Funded status changed
    2024-02-01source
  • Consultant changed
    2024-12-31source

+2 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

every published relationship on the graph

+4 connections on the graph

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