6 more commitments

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MFN Financial Corporation Pension Plan

Corporate pension· Irvine, California

Corporate pension, based in Irvine, California, reporting $21.8M in assets, for 409 participants.

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

Assets
$21.8M
Funded ratio
145.4%
Fund commitments
3
Managers
2
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Commitments (3)Allocation policyManagers
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 Jan 2024, MFN Financial Corporation Pension Plan funded ratio 134.6% -> 145.4% (2023-01-01 to 2024-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
MFN Financial Corporation Pension Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$21.8M
Total assets, Dec 31, 2024 reported
Funded
145.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
3
2 managers on Schedule C
Plan sponsor: Consumer Portfolio Services, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Employer securities 43.6%
  • Pooled separate accounts 55.8%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
  • Jan 1, 2024Funded status changed
    MFN Financial Corporation Pension Plan funded ratio 134.6% -> 145.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    MFN Financial Corporation Pension Plan funded ratio 147.0% -> 134.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    MFN Financial Corporation Pension Plan plan assets $26M -> $19M (-28.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Massmutual US Govt Mny Mkt R5separate accountMfsPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Massmutual Mid Cap Growth Iseparate accountMassmutualPooled vehicles$833,171 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fidelity 500 Indexseparate accountFidelity InvestmentsPooled vehicles$348,278 heldDisclosed holdingaskebsa.dol.gov

+6 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
30 readings
Total assets
$21.8M Dec 31, 2024 reported Form 5500
$20.0M (2023-12) · $18.8M (2022-12)
Plan assets
$20.0M Jan 1, 2024 reported Form 5500
$18.8M (2023-01) · $26.1M (2022-01)
Net assets
$21.8M Dec 31, 2024 reported Form 5500
$20.0M (2023-12) · $18.8M (2022-12)
Funded ratio
145.4% Jan 1, 2024 reported Form 5500
134.6% (2023-01) · 147.0% (2022-01)
Funding target
$14.8M Jan 1, 2024 reported Form 5500
$15.3M (2023-01) · $16.0M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.42% (2022-01)
Participants
409 Jan 1, 2024 reported Form 5500
419 (2023-01) · 437 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$1.1M Dec 31, 2024 reported Form 5500
$953,895 (2023-12) · $1.5M (2022-12)
Net investment income
$1.7M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · -$7.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024409$20.0M$14.8M145.4%$21.8MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023419$18.8M$15.3M134.6%$20.0MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022437$26.1M$16.0M147.0%$18.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Insurance Company codes 64 $79,774 PY2024
  • TBS Agency Inc codes 55 PY2024
  • Massmutual US Govt Mny Mkt R5 Sched. D P $14,694 PY2024

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Provenance
Identifiers: EIN-PN 330459135-003
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.

Record history

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

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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+4 connections on the graph

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