This allocator's name

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Corporate pension in Wisconsin

Corporate pension· Wausau, Wisconsin

Corporate pension, based in Wausau, Wisconsin, reporting $4.0M in assets, for 141 participants.

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

Assets
$4.0M
Funded ratio
129.0%
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 Dec 2025, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$4.0M
Total assets, Dec 31, 2025 reported
Funded
129.0%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Registered investment companies 100.0%
Consultants and advisers
2 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
2 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
22 readings
Total assets
$4.0M Dec 31, 2025 reported Form 5500
$3.6M (2024-12)
Plan assets
$3.6M Jan 1, 2025 reported Form 5500
$2.3M (2024-01)
Net assets
$4.0M Dec 31, 2025 reported Form 5500
$3.6M (2024-12)
Funded ratio
129.0% Jan 1, 2025 reported Form 5500
130.1% (2024-01)
Funding target
$2.8M Jan 1, 2025 reported Form 5500
$1.8M (2024-01)
Discount rate
5.37% Jan 1, 2025 reported Form 5500
5.23% (2024-01)
Participants
141 Jan 1, 2025 reported Form 5500
129 (2024-01)
Contributions
$930,066 Dec 31, 2025 reported Form 5500
$1.1M (2024-12)
Benefits paid
$851,177 Dec 31, 2025 reported Form 5500
$12,870 (2024-12)
Net investment income
$466,813 Dec 31, 2025 reported Form 5500
$1.2M (2024-12)
Investment management fees
$7,445 Dec 31, 2025 reported Form 5500
$5,496 (2024-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025141$3.6M$2.8M129.0%$4.0MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024129$2.3M$1.8M130.1%$3.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+1 more service provider

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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

2 dated events on the change ledger, latest first
  • Total assets changed
    2025-01-01source
  • Total assets changed
    2025-12-31source

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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+3 connections on the graph

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