Defined Benefit (Pension) · DOL Form 5500 · 2022

Spencer Gifts LLC Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
150
Participants Small participant base
79th
Percentile by assets National rank
$145,729
Avg per participant Above avg balance/head
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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.

  • #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.

#8,321
in Retail Trade (9,519 peers)
-19.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Spencer Gifts LLC Pension Plan's outsized position 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 $2,050,000,000 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

Spencer Gifts LLC 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. Spencer Gifts LLC Pension Plan sits mid-pack in the medium band (150 participants).

Form 5500 schedule snapshot

Filing strip 710878043 · Spencer Gifts LLC PY 2022 · Defined Benefit (Pension)

Spencer Gifts LLC Pension Plan · $22M · 150 · 79th

  • IND $22M
  • IND 150
  • IND 79th
  • IND Defined Benefit (Pension)
  • IND near Retirement Plan of Certain Employees of Ceva Logistics U.S. Inc.
  • IND ind #8321

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 Jersey →

Spencer Gifts LLC Pension Plan in the asset neighbourhood

Spencer Gifts LLC Pension PlanSpencer Gifts LLC Pension Pl…$22MRetirement Plan of Certain Employees of Ceva Logistics U.S. Inc.Retirement Plan of Certain E…$22MChamplain National Bank Pension Plan as a Member of the New York State Bankers Retirement SystemChamplain National Bank Pens…$22MMet-Pro Technologies LLC Consolidated Pension PlanMet-Pro Technologies LLC Con…$22MKent Corporation Pension Plan$22M
End-of-year total assets ($M) among Spencer Gifts LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Spencer Gifts LLC plans reported in each filing year

Latest sponsor-wide plan assets
$71M 18.631041862125883% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $59.9M $71.1M ▲ +18.6%
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 ($B) Participants Spencer Gifts LLC Pension Plan, Total assets ($B): 0.021859405 · Participants: 150Spencer Gifts LLC Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
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 →

Spencer Gifts LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Certain Employees of Ceva Logistics U.S. Inc. in TX ($22M); by covered participants it is Genon Pension Plan for Bargained Employees in TX (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Spencer Gifts LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Genon Pension Plan for Bargained Employees in TX (150 participants, $8M 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 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.