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Corporate pension in Massachusetts

Corporate pension· Woods Hole, Massachusetts

Corporate pension, based in Woods Hole, Massachusetts, reporting $193M in assets, for 913 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $193M
Funded ratio: 88.2%

Open searches Allocation policy

As of 2024-12-31 · 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.

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

Corporate pension

Assets

$193M

Total assets, Dec 31, 2024 reported

Funded

88.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 4.7%
Corporate debt instruments (other) 8.7%
Partnership/joint venture interests 69.5%
Registered investment companies 13.1%
Common stock 1.2%

Consultants and advisers

2 firms

Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
State Street Bank & Trust Company Trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

6 managers on Schedule C

From Schedule C (investment management, code 28)

Cambridge Associatesplan years 2022
Acadian Emerging Markets IIplan years 2022
HS Management Partners, LLCplan years 2022

+3 more Schedule C managers

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

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

What changed

5 events

Dec 31, 2024Manager relationship started
with Barees Capital Managementaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Barees Capital Managementaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with L and G Investmentaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 9 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $44.6Maskebsa.dol.gov

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

$193M Dec 31, 2024 reported Form 5500

$186M (2023-12) · $177M (2022-12)

Plan assets

$184M Jan 1, 2024 reported Form 5500

$177M (2023-01) · $222M (2022-01)

Net assets

$191M Dec 31, 2024 reported Form 5500

$186M (2023-12) · $176M (2022-12)

Funded ratio

88.2% Jan 1, 2024 reported Form 5500

88.8% (2023-01) · 97.4% (2022-01)

Funding target

$216M Jan 1, 2024 reported Form 5500

$219M (2023-01) · $216M (2022-01)

Discount rate

5.15% Jan 1, 2024 reported Form 5500

5.28% (2023-01) · 5.45% (2022-01)

Participants

913 Jan 1, 2024 reported Form 5500

942 (2023-01) · 977 (2022-01)

Contributions

$5.9M Dec 31, 2024 reported Form 5500

$5.0M (2023-12) · $3.6M (2022-12)

Benefits paid

$13.3M Dec 31, 2024 reported Form 5500

$14.8M (2023-12) · $23.5M (2022-12)

Net investment income

$4.9M Dec 31, 2024 reported Form 5500

$9.8M (2023-12) · -$45.0M (2022-12)

Investment management fees

$58,195 Dec 31, 2024 reported Form 5500

$455,033 (2023-12) · $2,173 (2022-12)

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 Dec 31, 2024	913	$184M	$216M	88.2%	$193M	$134M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	942	$177M	$219M	88.8%	$186M	$145M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	977	$222M	$216M	97.4%	$177M	$140M	Not disclosed	Not disclosed

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

Cambridge Associates codes 28 $479,746 PY2024
Willis Towers Watson US LLC codes 11 $426,935 PY2024
Cbiz CPAS codes 10 $92,940 PY2024

+26 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: fund commitments, managers.

Record history

5 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Manager relationship ended
2023-12-31source
Manager relationship ended
2023-12-31source

+2 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

+9 connections on the graph

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