10 more managers, 46 more commitments and 4 more dated events

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Ernst & Young Partnership Defined Benefit Retirement Plan

Corporate pension· Secaucus, New Jersey

Corporate pension, based in Secaucus, New Jersey, reporting $3.0B in assets, for 3,934 participants.

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

Assets
$3.0B
Funded ratio
109.0%
Fund commitments
18
Managers
13
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Commitments (18)Allocation 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 2024, Albourne America LLC appears on Ernst & Young Partnership Defined Benefit Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
Ernst & Young Partnership Defined Benefit Retirement Plan
Funds committed to
All 18
Managers
All 13
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$3.0B
Total assets, Dec 31, 2024 reported
Funded
109.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
18
13 managers on Schedule C
Plan sponsor: Ernst & Young U.S. LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • U.S. Government securities 17.5%
  • Partnership/joint venture interests 5.0%
  • 103-12 investment entities 9.2%
  • Common/collective trusts 28.8%
  • Registered investment companies 31.4%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
13 managers on the commitment tape
From the plan’s own commitment disclosures

+10 more managers received commitments

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

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From Schedule C (investment management, code 28)

+10 more Schedule C managers

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

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What changed
9 events
  • Dec 31, 2024Holding started
    Ernst & Young Partnership Defined Benefit Retirement Plan first reports an interest in Vanguard Institutional Total Stock: $73M at 2024-12-31
    with Vanguard Institutional Total Stockaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Albourne America LLC appears on Ernst & Young Partnership Defined Benefit Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Albourne America LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Ernst & Young Partnership Defined Benefit Retirement Plan funded ratio 106.7% -> 109.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Ernst & Young Partnership Defined Benefit Retirement Plan plan assets $2.5B -> $2.9B (+16.2%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Ernst & Young Partnership Defined Benefit Retirement Plan no longer reports Lazard Qrpey Blended Emerging Marke (last held $61M at 2022-12-31; absent from the 2023-12-31 filing)
    with Lazard Qrpey Blended Emerging Markeaskebsa.dol.gov

+4 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
49 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Causeway Collective Investment Truscollective trustCausewayPooled vehicles$83.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GQG Partners Global Equity Fund Citcollective trustGQG Partners LLCPublic equity$40.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Long Duration Commingled Poolcollective trustFidelity Institutional Asset MgmtFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov

+46 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
32 readings
Total assets
$3.0B Dec 31, 2024 reported Form 5500
$3.0B (2023-12) · $2.5B (2022-12)
Plan assets
$2.9B Jan 1, 2024 reported Form 5500
$2.5B (2023-01) · $3.1B (2022-01)
Net assets
$3.0B Dec 31, 2024 reported Form 5500
$2.9B (2023-12) · $2.5B (2022-12)
Funded ratio
109.0% Jan 1, 2024 reported Form 5500
106.7% (2023-01) · 115.2% (2022-01)
Funding target
$2.8B Jan 1, 2024 reported Form 5500
$2.5B (2023-01) · $2.3B (2022-01)
Discount rate
5.21% Jan 1, 2024 reported Form 5500
5.36% (2023-01) · 5.54% (2022-01)
Participants
3,934 Jan 1, 2024 reported Form 5500
3,839 (2023-01) · 3,700 (2022-01)
Contributions
$234M Dec 31, 2024 reported Form 5500
$233M (2023-12) · $244M (2022-12)
Benefits paid
$284M Dec 31, 2024 reported Form 5500
$143M (2023-12) · $274M (2022-12)
Net investment income
$123M Dec 31, 2024 reported Form 5500
$443M (2023-12) · -$613M (2022-12)
Investment management fees
$107,425 Dec 31, 2024 reported Form 5500
$27,537 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,934$2.9B$2.8B109.0%$3.0B$150MNot disclosedNot disclosed
2023 to Dec 31, 20233,839$2.5B$2.5B106.7%$3.0B$78.4MNot disclosedNot disclosed
2022 to Dec 31, 20223,700$3.1B$2.3B115.2%$2.5B$67.8MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+55 more service providers

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

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Provenance
Identifiers: EIN-PN 346565596-113
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.
Capital chain

Ernst & Young Partnership Defined Benefit Retirement Plan sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

9 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle started
    2023-12-31source

+6 more changes on this record's ledger

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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

+19 connections on the graph

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