Defined Benefit (Pension) · DOL Form 5500 · 2022

Spencer Gifts LLC Pension Plan

Data updated 2026-08-11

$22M
Total assets
150
Participants
79th
Percentile by assets
$145,729
Avg per participant
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Official DOL plan name: Spencer Gifts LLC Pension Plan · Sponsored by Spencer Gifts LLC · New Jersey · Retail Trade

$22M in assets, 150 participants

Spencer Gifts LLC's Spencer Gifts LLC Pension Plan reported $22M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #8,321 in Retail Trade (9,519 peers)

Coverage in New Jersey

Spencer Gifts LLC Pension Plan covers 150 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $22M.

$22M
total plan assets (2022 EOY)
150
covered participants
79th
percentile by assets (of 139,126 plans)
$145,729
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Spencer Gifts LLC Pension Plan sits by total assets

Spencer Gifts LLC Pension Plan vs every filed plan by assets

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

$21,859,405 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New Jersey
Industry
Retail Trade

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Spencer Gifts LLC Pension Plan reports 150 participants - about 18% of that state average ($22M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN710878043
Plan Effective Date1967-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spencer Gifts LLC)

$50M$60M$70M$80M 202220232024 $59.9M $71.1M ▲ +18.6%
Total plan assets by year, all Spencer Gifts LLC plans on file
Year Plans Participants Total Assets
2022 2 3,365 $60M
2023 2 4,074 $77M
2024 2 4,432 $71M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Spencer Gifts LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Spencer Gifts LLC Pe…, Total assets ($B): 0.021859405 · Participants: 150Spencer Gifts LLC Pe…Retirement Plan of J…, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of J…JPMorgan Chase Retir…, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retir…Nokia Retirement Inc…, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Inc…The Prudential Merge…, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merge…Verizon Pension Plan…, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan…
Spencer Gifts LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Spencer Gifts LLC Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Spencer Gifts LLC Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Spencer Gifts LLC Pension Plan assets move in 2022? ▼
Spencer Gifts LLC Pension Plan declined sharply - down 19.5% during 2022, from $27M to $22M. Reported net income was -$5M.
How have Spencer Gifts LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Gifts LLC's sponsor-wide assets grew 18.6%, from $60M to $71M.
Where does Spencer Gifts LLC Pension Plan rank by assets among Form 5500 filers? ▼
Spencer Gifts LLC Pension Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Spencer Gifts LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Certain Employees of Ceva Logistics U.S. Inc. in TX ($22M, 26 participants).

Next read for Spencer Gifts LLC Pension Plan

Filing takeaways

Ways to act on Spencer Gifts LLC Pension Plan's numbers.

  • By total assets, Spencer Gifts LLC Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
  • Spencer Gifts LLC's sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Retail Trade plans

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 710878043.

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.