Defined Benefit (Pension) · DOL Form 5500 · 2022
Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund Pension Plan
Data updated 2026-08-11
- $6M
- Total assets
- 9
- Participants
- 55th
- Percentile by assets
- $696,592
- Avg per participant
Official DOL plan name: Retail Clerks Specialty Stores Pension Plan · Sponsored by Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund · California · Retail Trade
$6M in assets, 9 participants
Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund's Retail Clerks Specialty Stores Pension Plan reported $6M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- 55th percentile by assets (of 139,126 plans)
- #6,199 in Retail Trade (9,519 peers)
Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund multi-year trail
Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund's plans moved +933.7% in assets from 2022 to 2024; this filing shows Retail Clerks Specialty Stores Pension Plan at $6M / 9 participants.
- $6M
- total plan assets (2022 EOY)
- 9
- covered participants
- 55th
- percentile by assets (of 139,126 plans)
- $696,592
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund across 3 plan years on file
Across the 3 plan years Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $65M, a gain of 933.7%, while reported participants moved from 9 to 6 (-33.3%). Peak year by sponsor assets: 2023 ($65M); trough: 2022 ($6M).
Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $6M |
| 2023 | 1 | 5 | $65M |
| 2024 | 1 | 6 | $65M |
Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$7M |
| Employer EIN | 946313558 |
| Plan Effective Date | 1961-03-03 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Retail Clerks Specialty Stores Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retail Clerks Specialty Stores Pension Plan by total assets, not by location.
Frequently Asked Questions
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How have Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund plan assets changed over time? ▼
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Multi-year trail
Ways to act on Retail Clerks Specialty Stores Pension Plan's numbers.
- By total assets, Retail Clerks Specialty Stores Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund's sponsor-wide assets have grown 933.7% since 2022 across 3 plan years on file. More Retail Trade plans