This allocator's name

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Corporate pension in Pennsylvania

Corporate pension· Berwyn, Pennsylvania

Corporate pension, based in Berwyn, Pennsylvania, reporting $112M in assets, for 5,377 participants.

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

Assets
$112M
Funded ratio
94.3%
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 Oct 2024, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$112M
Total assets, Sep 30, 2025 reported
Funded
94.3%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Master trust investment accounts 98.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
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
33 readings
Total assets
$112M Sep 30, 2025 reported Form 5500
$113M (2024-09) · $89.3M (2023-09)
Plan assets
$112M Oct 1, 2024 reported Form 5500
$89.3M (2023-10) · $94.4M (2022-10)
Net assets
$112M Sep 30, 2025 reported Form 5500
$112M (2024-09) · $89.3M (2023-09)
Funded ratio
94.3% Oct 1, 2024 reported Form 5500
95.0% (2023-10) · 99.3% (2022-10)
Funding target
$113M Oct 1, 2024 reported Form 5500
$103M (2023-10) · $103M (2022-10)
Discount rate
5.38% Oct 1, 2024 reported Form 5500
5.21% (2023-10) · 5.38% (2022-10)
Participants
5,377 Oct 1, 2024 reported Form 5500
4,736 (2023-10) · 4,902 (2022-10)
Contributions
$2.0M Sep 30, 2025 reported Form 5500
$1.2M (2024-09) · $329,868 (2023-09)
Benefits paid
$7.8M Sep 30, 2025 reported Form 5500
$6.8M (2024-09) · $6.8M (2023-09)
Net investment income
-$471,159 Sep 30, 2025 reported Form 5500
$8.2M (2024-09) · -$4.8M (2023-09)
Investment management fees
$79,710 Sep 30, 2025 reported Form 5500
$117,426 (2024-09) · $268,650 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20255,377$112M$113M94.3%$112MNot disclosed$110MNot disclosed
2023 to Sep 30, 20244,736$89.3M$103M95.0%$113MNot disclosed$110MNot disclosed
2022 to Sep 30, 20234,902$94.4M$103M99.3%$89.3MNot disclosed$89.0MNot 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 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
    2023-10-01source
  • Total assets changed
    2024-10-01source
  • Total assets changed
    2024-09-30source

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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