Defined Benefit (Pension) · DOL Form 5500 · 2022

Shaklee Corporation Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
42
Participants Small participant base
71st
Percentile by assets National rank
$319,226
Avg per participant High balance/head
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Official DOL plan name: Shaklee Corporation Pension Plan · Sponsored by Shaklee Corporation · California · Manufacturing

$13M in assets, 42 participants

Shaklee Corporation's Shaklee Corporation Pension Plan reported $13M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,260 in Manufacturing (20,602 peers)

Shaklee Corporation multi-year trail

Shaklee Corporation's plans moved +17.2% in assets from 2022 to 2024; this filing shows Shaklee Corporation Pension Plan at $13M / 42 participants.

#12,260
in Manufacturing (20,602 peers)
-17.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shaklee Corporation Pension Plan's outsized position by total assets

Shaklee Corporation Pension Plan vs every filed plan by assets

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

$13,407,495 Top 29% higher than 71% 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

Shaklee Corporation Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shaklee Corporation Pension Plan is a small filing (42 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 943389365 · Shaklee Corporation PY 2022 · Defined Benefit (Pension)

Shaklee Corporation Pension Plan · $13M · 42 · 71st

  • ASSETS $13M
  • ASSETS 42
  • ASSETS 71st
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Sandia Area Federal Credit Union Defined Benefit Plan and Trust
  • ASSETS ind #12260

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 Manufacturing retirement plans → · Plans in California →

Shaklee Corporation Pension Plan in the asset neighbourhood

Shaklee Corporation Pension PlanShaklee Corporation Pension …$13MSandia Area Federal Credit Union Defined Benefit Plan and TrustSandia Area Federal Credit U…$13MApex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, OhApex Tool Group, LLC Pension…$13MHealth Services Retirement Plan Kingsbrook Jewish Medical CenterHealth Services Retirement P…$13MTeg Federal Credit Union Retirement Pension PlanTeg Federal Credit Union Ret…$13M
End-of-year total assets ($M) among Shaklee Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Shaklee Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Shaklee Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$79M 17.202954104724768% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $67.3M $78.9M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 275 $67M
2023 2 269 $76M
2024 2 256 $79M

Shaklee Corporation filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN943389365
Plan Effective Date2004-05-28
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Shaklee Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Shaklee Corporation Pension Plan, Total assets ($B): 0.013407495 · Participants: 42Shaklee Corporation 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
Shaklee Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Shaklee Corporation Pension Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Sandia Area Federal Credit Union Defined Benefit Plan and Trust in NM ($13M); by covered participants it is Retirement Plan for Salaried Employees of the Hillman Company in PA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Shaklee Corporation Pension Plan assets move in 2022? ▼
Shaklee Corporation Pension Plan declined sharply - down 17.5% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Shaklee Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shaklee Corporation's sponsor-wide assets grew 17.2%, from $67M to $79M.
Which Defined Benefit (Pension) plans are similar in size to Shaklee Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sandia Area Federal Credit Union Defined Benefit Plan and Trust in NM ($13M, 104 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shaklee Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Salaried Employees of the Hillman Company in PA (42 participants, $58M 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 943389365.

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.