Defined Benefit (Pension) · DOL Form 5500 · 2022

Saks & Company LLC Pension Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
614
Participants Below avg headcount
90th
Percentile by assets National rank
$105,648
Avg per participant Below avg balance/head
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Official DOL plan name: Saks Fifth Avenue Pension Plan · Sponsored by Saks & Company LLC · New York · Retail Trade

$65M in assets, 614 participants

Saks & Company LLC's Saks Fifth Avenue Pension Plan reported $65M in total assets and 614 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #9,015 in Retail Trade (9,519 peers)

Where Saks Fifth Avenue Pension Plan sits by assets

Saks Fifth Avenue Pension Plan sits in the top 10% of all filed plans by assets, $65M for 614 participants (~$105,648/participant), down 23.9% in 2022.

#9,015
in Retail Trade (9,519 peers)
-23.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saks Fifth Avenue Pension Plan's outsized position by total assets

Saks Fifth Avenue Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$64,867,602 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Saks Fifth Avenue Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saks Fifth Avenue Pension Plan sits mid-pack in the medium band (614 participants).

DOL schedule card

Filing strip 131256625 · Saks & Company LLC PY 2022 · Defined Benefit (Pension)

Saks Fifth Avenue Pension Plan · $65M · 614 · 90th

  • ASSETS $65M
  • PCT 614
  • EIN 90th
  • RANK Defined Benefit (Pension)
  • PHOTO near Upper Peninsula Plumbers & Pipefitters Pension Plan
  • IND ind #9015

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in New York →

Saks Fifth Avenue Pension Plan in the asset neighbourhood

Gerdau Macsteel Pension Plan for Bargaining EmployeesGerdau Macsteel Pension Plan…$65MNew-Indy Catawba, LLC Pension PlanNew-Indy Catawba, LLC Pensio…$65MSaks Fifth Avenue Pension PlanSaks Fifth Avenue Pension Pl…$65MUpper Peninsula Plumbers & Pipefitters Pension PlanUpper Peninsula Plumbers & P…$65MIronworkers Local #16 Pension PlanIronworkers Local #16 Pensio…$65M
End-of-year total assets ($M) among Saks Fifth Avenue Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$65M
Net Income-$20M
Employer EIN131256625
Plan Effective Date1990-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Saks & Company LLC)

Sponsor-wide plan assets over time

All Saks & Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 6.042976584828895% vs 2022
2024 filing year
$60M$62M$64M$66M 202220232024 $64.9M $61M ▼ -6.0%
Year Plans Participants Total Assets
2022 1 614 $65M
2023 1 543 $64M
2024 1 482 $61M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Saks Fifth Avenue Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Saks Fifth Avenue Pension Plan, Total assets ($B): 0.064867602 · Participants: 614Saks Fifth Avenue Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Saks Fifth Avenue Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Saks Fifth Avenue Pension Plan side-by-side with 3 peers →

Saks Fifth Avenue Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Upper Peninsula Plumbers & Pipefitters Pension Plan in WI ($65M); by covered participants it is IBEW Local Union No. 479 Pension Trust Fund in TX (615 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (614 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Saks Fifth Avenue Pension Plan assets move in 2022? ▼
Saks Fifth Avenue Pension Plan declined sharply - down 23.9% during 2022, from $85M to $65M. Reported net income was -$20M.
How have Saks & Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saks & Company LLC's sponsor-wide assets declined 6.0%, from $65M to $61M.
Where does Saks Fifth Avenue Pension Plan rank by assets among Form 5500 filers? ▼
Saks Fifth Avenue Pension Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Saks Fifth Avenue Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Upper Peninsula Plumbers & Pipefitters Pension Plan in WI ($65M, 216 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Saks Fifth Avenue Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local Union No. 479 Pension Trust Fund in TX (615 participants, $128M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131256625.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.