Defined Benefit (Pension) · DOL Form 5500 · 2022

Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
9
Participants Small participant base
55th
Percentile by assets National rank
$696,592
Avg per participant High balance/head
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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.

  • #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.

#6,199
in Retail Trade (9,519 peers)
-52.8%
assets change YoY

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 Plan's mid-pack asset rank among Retail Trade and all filers

Retail Clerks Specialty Stores Pension Plan vs every filed plan by assets

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

$6,269,332 Top 45% higher than 55% 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

Retail Clerks Specialty Stores Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retail Clerks Specialty Stores Pension Plan is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 946313558 · Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund PY 2022 · Defined Benefit (Pension)

Retail Clerks Specialty Stores Pension Plan · $6M · 9 · 55th

  • PART $6M
  • TYPE 9
  • NET 55th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Ethosenergy Pension Plan for Union Employees
  • BOY ind #6199

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 California →

Retail Clerks Specialty Stores Pension Plan in the asset neighbourhood

Keystone Folding Box Company Retirement PlanKeystone Folding Box Company…$6MUb Distributors, LLC Pension PlanUb Distributors, LLC Pension…$6MRetail Clerks Specialty Stores Pension PlanRetail Clerks Specialty Stor…$6MEthosenergy Pension Plan for Union EmployeesEthosenergy Pension Plan for…$6MExit Strategies, LLC Defined Benefit PlanExit Strategies, LLC Defined…$6M
End-of-year total assets ($M) among Retail Clerks Specialty Stores Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$65M 933.6859014644622% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $6.27M $64.8M ▲ +933.7%
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 EIN946313558
Plan Effective Date1961-03-03
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retail Clerks Specialty Stores Pension Plan, Total assets ($B): 0.006269332 · Participants: 9Retail Clerks Specialty Stores Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Retail Clerks Specialty Stores Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Retail Clerks Specialty Stores Pension Plan side-by-side with 3 peers →

Retail Clerks Specialty Stores Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Ethosenergy Pension Plan for Union Employees in TX ($6M); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Retail Clerks Specialty Stores Pension Plan assets move in 2022? ▼
Retail Clerks Specialty Stores Pension Plan contracted severely - down 52.8% during 2022, from $13M to $6M. Reported net income was -$7M.
How have Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Retail Clerks Specialty Stores Pension Specialty Stores Pension Fund's sponsor-wide assets grew 933.7%, from $6M to $65M.
Which Defined Benefit (Pension) plans are similar in size to Retail Clerks Specialty Stores Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ethosenergy Pension Plan for Union Employees in TX ($6M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retail Clerks Specialty Stores Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants, N/A 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 946313558.

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.