This allocator's name and 1 more adviser

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Corporate pension in California

Corporate pension· SAN Diego, California

Corporate pension, based in SAN Diego, California, reporting $12.8M in assets, for 194 participants.

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

Assets
$12.8M
Funded ratio
91.1%
Open searchesAllocation 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 Jul 2024, Funded status changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$12.8M
Total assets, Jun 30, 2025 reported
Funded
91.1%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Insurance company general account 20.1%
  • Registered investment companies 79.9%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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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
3 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
30 readings
Total assets
$12.8M Jun 30, 2025 reported Form 5500
$12.6M (2024-06) · $11.7M (2023-06)
Plan assets
$12.6M Jul 1, 2024 reported Form 5500
$11.7M (2023-07) · $13.1M (2022-07)
Net assets
$12.8M Jun 30, 2025 reported Form 5500
$12.6M (2024-06) · $11.7M (2023-06)
Funded ratio
91.1% Jul 1, 2024 reported Form 5500
93.7% (2023-07) · 97.8% (2022-07)
Funding target
$13.0M Jul 1, 2024 reported Form 5500
$13.3M (2023-07) · $14.5M (2022-07)
Discount rate
5.34% Jul 1, 2024 reported Form 5500
5.19% (2023-07) · 5.39% (2022-07)
Participants
194 Jul 1, 2024 reported Form 5500
194 (2023-07) · 235 (2022-07)
Contributions
$246,024 Jun 30, 2025 reported Form 5500
$669,726 (2024-06) · $199,315 (2023-06)
Benefits paid
$1.3M Jun 30, 2025 reported Form 5500
$947,326 (2024-06) · $2.7M (2023-06)
Net investment income
$201,214 Jun 30, 2025 reported Form 5500
$1.1M (2024-06) · -$1.4M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025194$12.6M$13.0M91.1%$12.8MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024194$11.7M$13.3M93.7%$12.6MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023235$13.1M$14.5M97.8%$11.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Definiti LLC codes 11 PY2024
  • Nationwide codes 19 27 $34,336 PY2023
  • National Benefit Services LLC codes 14 $24,020 PY2023

+7 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: fund commitments, managers.

Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-07-01source
  • Funded status changed
    2024-07-01source
  • Total assets changed
    2023-07-01source

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

+5 connections on the graph

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