This allocator's name

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Corporate pension in Ohio

Corporate pension· Cleveland, Ohio

Corporate pension, based in Cleveland, Ohio, reporting $3.6M in assets, for 154 participants.

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

Assets
$3.6M
Funded ratio
80.0%
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: 31 Dec 2025, Changed investment consultant to USI Consulting Group.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$3.6M
Total assets, May 31, 2025 reported
Funded
80.0%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Registered investment companies 99.2%
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
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
31 readings
Total assets
$3.6M May 31, 2025 reported Form 5500
$3.6M (2024-05) · $3.8M (2023-05)
Plan assets
$3.7M Jun 1, 2024 reported Form 5500
$3.8M (2023-06) · $4.5M (2022-06)
Net assets
$3.6M May 31, 2025 reported Form 5500
$3.6M (2024-05) · $3.8M (2023-05)
Funded ratio
80.0% Jun 1, 2024 reported Form 5500
80.0% (2023-06) · 80.0% (2022-06)
Funding target
$4.6M Jun 1, 2024 reported Form 5500
$4.7M (2023-06) · $4.8M (2022-06)
Discount rate
5.33% Jun 1, 2024 reported Form 5500
5.39% (2023-06) · 5.56% (2022-06)
Participants
154 Jun 1, 2024 reported Form 5500
159 (2023-06) · 168 (2022-06)
Contributions
$105,234 May 31, 2025 reported Form 5500
Benefits paid
$337,559 May 31, 2025 reported Form 5500
$434,818 (2024-05) · $481,177 (2023-05)
Net investment income
-$51,987 May 31, 2025 reported Form 5500
-$212,724 (2024-05) · -$710,704 (2023-05)
Investment management fees
$16,112 May 31, 2025 reported Form 5500
$141,375 (2024-05) · $55,189 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to May 31, 2023168$4.5M$4.8M80.0%$3.8MNot disclosedNot disclosedNot disclosed
2024 to May 31, 2025154$3.7M$4.6M80.0%$3.6MNot disclosedNot disclosedNot disclosed
2023 to May 31, 2024159$3.8M$4.7M80.0%$3.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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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: fund commitments, managers.

Record history

3 dated events on the change ledger, latest first
  • Consultant changed
    2025-12-31source
  • Consultant changed
    2025-12-31source
  • Total assets changed
    2023-06-01source

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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+5 connections on the graph

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