This allocator's name, 3 more advisers and 3 more dated events

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Little Falls, New Jersey

Taft-Hartley plan, based in Little Falls, New Jersey, reporting $1.4B in assets, for 21,542 participants.

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

Assets
$1.4B
Funded ratio
137.3%
Managers
2
Open searchesAllocation policyConsultants
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Managers
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 basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$1.4B
Total assets, Dec 31, 2025 reported
Funded
137.3%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.6%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 2.8%
  • U.S. Government securities 4.4%
  • Other investments 0.0%
  • Registered investment companies 2.9%
  • Common stock 85.7%
  • Real estate (other than employer real property) 0.2%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
8 events

+3 more dated events

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

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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
40 readings
Total assets
$1.4B Dec 31, 2025 reported Form 5500
$1.2B (2024-12) · $1.0B (2023-12) · $906M (2022-12)
Plan assets
$1.2B Jan 1, 2025 reported Form 5500
$1.0B (2024-01) · $906M (2023-01) · $1.1B (2022-01)
Net assets
$1.4B Dec 31, 2025 reported Form 5500
$1.2B (2024-12) · $1.0B (2023-12) · $906M (2022-12)
Funded ratio
137.3% Jan 1, 2025 reported Form 5500
137.3% (2024-01) · 130.3% (2023-01) · 133.8% (2022-01)
Participants
21,542 Jan 1, 2025 reported Form 5500
21,010 (2024-01) · 20,801 (2023-01) · 20,597 (2022-01)
Contributions
$11.6M Dec 31, 2025 reported Form 5500
$11.6M (2024-12) · $11.5M (2023-12) · $11.1M (2022-12)
Benefits paid
$44.5M Dec 31, 2025 reported Form 5500
$42.7M (2024-12) · $41.4M (2023-12) · $40.3M (2022-12)
Net investment income
$207M Dec 31, 2025 reported Form 5500
$189M (2024-12) · $141M (2023-12) · -$219M (2022-12)
Investment management fees
$3.7M Dec 31, 2025 reported Form 5500
$3.3M (2024-12) · $2.9M (2023-12) · $3.0M (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 202521,542Not disclosedNot disclosedn/a$1.4BNot disclosedNot disclosed$2.7M
2024 to Dec 31, 202421,010Not disclosedNot disclosedn/a$1.2BNot disclosedNot disclosed$2.7M
2023 to Dec 31, 202320,801Not disclosedNot disclosedn/a$1.0BNot disclosedNot disclosed$2.4M
2022 to Dec 31, 202220,597Not disclosedNot disclosedn/a$906MNot disclosedNot disclosed$2.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+75 more service providers

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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.

Record history

8 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2025-01-01source

+5 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.

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