Defined Benefit (Pension) · DOL Form 5500 · 2022

Belk Stores Services, LLC Pension Plan

Data updated 2026-08-25

$237M
Total assets Near avg plan size
905
Participants Near avg headcount
96th
Percentile by assets National rank
$262,290
Avg per participant Above avg balance/head
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Official DOL plan name: Belk Pension Plan · Sponsored by Belk Stores Services, LLC · North Carolina · Retail Trade

$237M in assets, 905 participants

Belk Stores Services, LLC's Belk Pension Plan reported $237M in total assets and 905 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #9,315 in Retail Trade (9,519 peers)

Where Belk Pension Plan sits by assets

Belk Pension Plan sits in the top 5% of all filed plans by assets, $237M for 905 participants (~$262,290/participant), down 30.6% in 2022.

#9,315
in Retail Trade (9,519 peers)
-30.6%
assets change YoY
2.4×
vs typical plan assets (national mean)

The plan reported a net loss of $80M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Belk Pension Plan's outsized position by total assets

Belk Pension Plan vs every filed plan by assets

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

$237,372,589 Top 4% higher than 96% 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

Belk 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. Belk Pension Plan sits mid-pack in the medium band (905 participants).

Plan-year Form 5500 strip

Filing strip 560616731 · Belk Stores Services, LLC PY 2022 · Defined Benefit (Pension)

Belk Pension Plan · $237M · 905 · 96th

  • EBSA $237M
  • PART 905
  • TYPE 96th
  • NET Defined Benefit (Pension)
  • BOOK near Texas Iron Workers' Pension Plan
  • VS-ST ind #9315

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 North Carolina →

Belk Pension Plan in the asset neighbourhood

United Food & Commercial Workers Union Local 152 Retail Meat Pension PlanUnited Food & Commercial Wor…$238MThe Metropolitan Museum of Art Retirement Plan for Covered Union EmployeesThe Metropolitan Museum of A…$238MBelk Pension Plan$237MTexas Iron Workers' Pension PlanTexas Iron Workers' Pension …$237MPresbyterian Healthcare Services Employees' Pension Plan IIPresbyterian Healthcare Serv…$237M
End-of-year total assets ($M) among Belk 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)$342M
Net Assets (End of Year)$217M
Net Income-$80M
Employer EIN560616731
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belk Stores Services, LLC)

Sponsor-wide plan assets over time

All Belk Stores Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$710M 22.554837807013428% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $580M $710M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 22,245 $580M
2023 2 22,344 $651M
2024 2 20,934 $710M

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Belk Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Belk Pension Plan, Total assets ($B): 0.237372589 · Participants: 905Belk Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Belk Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Belk Pension Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Texas Iron Workers' Pension Plan in TX ($237M); by covered participants it is Acuity Brands, Inc. Pension Plan in GA (905 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (905 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 Belk Pension Plan assets move in 2022? ▼
Belk Pension Plan contracted severely - down 30.6% during 2022, from $342M to $237M. Reported net income was -$80M.
How have Belk Stores Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belk Stores Services, LLC's sponsor-wide assets grew 22.6%, from $580M to $710M.
Where does Belk Pension Plan rank by assets among Form 5500 filers? ▼
Belk Pension Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Belk Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Texas Iron Workers' Pension Plan in TX ($237M, 1,602 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Belk Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acuity Brands, Inc. Pension Plan in GA (905 participants, $69M 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 560616731.

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.