This allocator's name and 1 more adviser

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Corporate pension in California

Corporate pension· Commerce, California

Corporate pension, based in Commerce, California, reporting $169M in assets, for 3,987 participants.

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

Assets
$169M
Funded ratio
93.3%
Managers
1
Open searchesAllocation 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: 1 Jan 2024, Total assets changed.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$169M
Total assets, Dec 31, 2024 reported
Funded
93.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
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 3.0%
  • Corporate debt instruments (other) 1.4%
  • Corporate debt instruments (preferred) 2.0%
  • U.S. Government securities 6.7%
  • Other investments 0.4%
  • Registered investment companies 49.8%
  • Common stock 35.7%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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

+2 more Schedule C managers

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

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What changed
4 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
33 readings
Total assets
$169M Dec 31, 2024 reported Form 5500
$156M (2023-12) · $138M (2022-12)
Plan assets
$155M Jan 1, 2024 reported Form 5500
$137M (2023-01) · $171M (2022-01)
Net assets
$169M Dec 31, 2024 reported Form 5500
$155M (2023-12) · $137M (2022-12)
Funded ratio
93.3% Jan 1, 2024 reported Form 5500
92.0% (2023-01) · 107.3% (2022-01)
Funding target
$169M Jan 1, 2024 reported Form 5500
$158M (2023-01) · $149M (2022-01)
Discount rate
5.24% Jan 1, 2024 reported Form 5500
5.38% (2023-01) · 5.56% (2022-01)
Participants
3,987 Jan 1, 2024 reported Form 5500
3,999 (2023-01) · 4,016 (2022-01)
Contributions
$2.7M Dec 31, 2024 reported Form 5500
$2.5M (2023-12) · $8.2M (2022-12)
Benefits paid
$5.3M Dec 31, 2024 reported Form 5500
$4.8M (2023-12) · $4.4M (2022-12)
Net investment income
$13.5M Dec 31, 2024 reported Form 5500
$18.2M (2023-12) · -$34.0M (2022-12)
Investment management fees
$555,793 Dec 31, 2024 reported Form 5500
$500,158 (2023-12) · $510,989 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,987$155M$169M93.3%$169M$0$0$0
2023 to Dec 31, 20233,999$137M$158M92.0%$156M$0$0$0
2022 to Dec 31, 20224,016$171M$149M107.3%$138M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+25 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 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: fund commitments.

Record history

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

+1 more change 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

+10 connections on the graph

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