DFX Intelligence

This allocator's name, 4 more advisers and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Oregon

Corporate pension· Beaverton, Oregon

Corporate pension, based in Beaverton, Oregon, for 3,002 participants.

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

As of 2025-09-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 87.1%

Open searches Allocation policy Consultants

As of 2025-09-30 · 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: 30 Sep 2025, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

not established

Total assets, Sep 30, 2025 reported

Funded

87.1%

Dec 1, 2024

Private markets target

no policy read

policy Nov 30, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Nov 30, 2024

Actual allocation lines without a target (as filed)

Master trust investment accounts 100.0%

Consultants and advisers

7 firms

Plante & Moran Holding Group LLP Pension consultantthrough Sep 30, 2025 Form 5500
Wellington Trust Company Pension consultantthrough Sep 30, 2025 Form 5500
Alirt Insurance Research Pension consultantthrough Sep 30, 2025 Form 5500

+4 more consultants and advisers advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

6 events

Sep 30, 2025Assets changed
down $363Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Alirt Insurance Researchaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Plante & Moran Holding Group LLPaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Wellington Trust Companyaskebsa.dol.gov
Dec 1, 2024Funded status changed
down 6 pointsaskebsa.dol.gov

+1 more dated event

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

32 readings

Total assets

$0 Sep 30, 2025 reported Form 5500

$363M (2024-11) · $357M (2023-11)

Plan assets

$363M Dec 1, 2024 reported Form 5500

$357M (2023-12) · $394M (2022-12)

Net assets

$0 Sep 30, 2025 reported Form 5500

$363M (2024-11) · $357M (2023-11)

Funded ratio

87.1% Dec 1, 2024 reported Form 5500

92.9% (2023-12) · 97.1% (2022-12)

Funding target

$345M Dec 1, 2024 reported Form 5500

$373M (2023-12) · $398M (2022-12)

Discount rate

5.32% Dec 1, 2024 reported Form 5500

5.08% (2023-12) · 5.25% (2022-12)

Participants

3,002 Dec 1, 2024 reported Form 5500

3,114 (2023-12) · 3,325 (2022-12)

Contributions

$0 Sep 30, 2025 reported Form 5500

$0 (2024-11) · $0 (2023-11)

Benefits paid

$289M Sep 30, 2025 reported Form 5500

$39.5M (2024-11) · $46.9M (2023-11)

Net investment income

-$294M Sep 30, 2025 reported Form 5500

$5.9M (2024-11) · -$37.3M (2023-11)

Investment management fees

$308,092 Sep 30, 2025 reported Form 5500

$190,662 (2024-11)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Sep 30, 2025	3,002	$363M	$345M	87.1%	$0	Not disclosed	$0	Not disclosed
2023 to Nov 30, 2024	3,114	$357M	$373M	92.9%	$363M	Not disclosed	$363M	Not disclosed
2022 to Nov 30, 2023	3,325	$394M	$398M	97.1%	$357M	Not disclosed	$357M	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Benefit Outsourcing Solutions, Inc. codes 13 $310,640 PY2024
this allocator codes 14 $196,322 PY2024
NEW England Pension Consultants codes 16 $182,374 PY2024

+42 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 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: assets, fund commitments, managers.

Record history

6 dated events on the change ledger, latest first

Funded status changed
2023-12-01source
Funded status changed
2024-12-01source
Consultant changed
2024-12-31source

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+8 connections on the graph

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