Defined Benefit (Pension) · DOL Form 5500 · 2022
Acosta Sales and Marketing Company Pension Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 57
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $325,752
- Avg per participant High balance/head
Official DOL plan name: Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust · Sponsored by Acosta Sales and Marketing Company · Florida · Wholesale Trade
$19M in assets, 57 participants
Acosta Sales and Marketing Company's Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust reported $19M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #5,005 in Wholesale Trade (6,843 peers)
Where Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust sits by assets
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust sits in the top quartile of all filed plans by assets, $19M for 57 participants (~$325,752/participant), down 11.5% in 2022.
- #5,005
- in Wholesale Trade (6,843 peers)
- -11.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust's outsized position by total assets
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,567,850 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust is a small filing (57 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 593522052 · Acosta Sales and Marketing Company PY 2022 · Defined Benefit (Pension)
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust · $19M · 57 · 76th
- 5500 $19M
- ASSETS 57
- PCT 76th
- EIN Defined Benefit (Pension)
- RANK near Pension and Insurance Fund of Local 1783 I.B.E.W.
- PHOTO ind #5005
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 Wholesale Trade retirement plans → · Plans in Florida →
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$2M |
| Employer EIN | 593522052 |
| Plan Effective Date | 1982-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Acosta Sales and Marketing Company)
Sponsor-wide plan assets over time
All Acosta Sales and Marketing Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 97.254955870924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,782 | $670M |
| 2023 | 1 | 54 | $19M |
| 2024 | 1 | 50 | $18M |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Aviation Products Pension Plan $6.6B · 10
- Nextera Energy, Inc. Employee Pension Plan $4.8B · 13,210
- Csx Pension Plan $2.2B · 2,728
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP $1.9B · 5,861
- Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners $1.8B · 3,819
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Pension and Insurance Fund of Local 1783 I.B.E.W. in NY ($19M); by covered participants it is Emhart Glass U.S. Pension Plan in CT (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (57 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.