This allocator's name and 1 more dated event

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Corporate pension in Ohio

Corporate pension· Piketon, Ohio

Corporate pension, based in Piketon, Ohio, reporting $158M in assets, for 553 participants.

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

Assets
$158M
Funded ratio
117.9%
Fund commitments
1
Managers
1
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Commitments (1)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: 31 Dec 2024, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Ohio
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$158M
Total assets, Dec 31, 2024 reported
Funded
117.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.9%
  • Non-interest-bearing cash 0.3%
  • Corporate debt instruments (preferred) 30.5%
  • U.S. Government securities 25.1%
  • Other investments 1.3%
  • Common/collective trusts 20.0%
  • Registered investment companies 20.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+2 more Schedule C managers

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What changed
6 events

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Acadian Global Managed Volatilitycollective trustAcadianPooled vehicles$31.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Acadian Global Managed Volatilitycollective trustAcadianPooled vehicles$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Acadian Global Managed Volatilitycollective trustAcadianPooled vehicles$10.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$158M Dec 31, 2024 reported Form 5500
$159M (2023-12) · $183M (2022-12)
Plan assets
$141M Jan 1, 2024 reported Form 5500
$166M (2023-01) · $245M (2022-01)
Net assets
$158M Dec 31, 2024 reported Form 5500
$159M (2023-12) · $183M (2022-12)
Funded ratio
117.9% Jan 1, 2024 reported Form 5500
108.8% (2023-01) · 139.8% (2022-01)
Funding target
$129M Jan 1, 2024 reported Form 5500
$166M (2023-01) · $173M (2022-01)
Discount rate
5.26% Jan 1, 2024 reported Form 5500
5.32% (2023-01) · 5.48% (2022-01)
Participants
553 Jan 1, 2024 reported Form 5500
733 (2023-01) · 789 (2022-01)
Contributions
$5.3M Dec 31, 2024 reported Form 5500
$7.2M (2023-12) · $6.2M (2022-12)
Benefits paid
$8.3M Dec 31, 2024 reported Form 5500
$49.2M (2023-12) · $28.7M (2022-12)
Net investment income
-$1.0M Dec 31, 2024 reported Form 5500
-$23.5M (2023-12) · -$81.5M (2022-12)
Investment management fees
$386,691 Dec 31, 2024 reported Form 5500
$314,957 (2023-12) · $571,495 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024553$141M$129M117.9%$158M$0Not disclosedNot disclosed
2023 to Dec 31, 2023733$166M$166M108.8%$159M$50,884Not disclosedNot disclosed
2022 to Dec 31, 2022789$245M$173M139.8%$183MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+22 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.

Record history

6 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Manager relationship started
    2024-12-31source

+3 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

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+9 connections on the graph

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