Defined Benefit (Pension) · DOL Form 5500 · 2023

Spencer Gifts LLC Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
137
Participants Small participant base
75th
Percentile by assets National rank
$165,527
Avg per participant Above avg balance/head
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Official DOL plan name: Spencer Gifts LLC Pension Plan · Sponsored by Spencer Gifts LLC · New Jersey · Retail Trade

$23M in assets, 137 participants

Spencer Gifts LLC's Spencer Gifts LLC Pension Plan reported $23M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,100 in Retail Trade (8,414 peers)

Coverage in New Jersey

Spencer Gifts LLC Pension Plan covers 137 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $23M.

#7,100
in Retail Trade (8,414 peers)
+3.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Spencer Gifts LLC Pension Plan's outsized position by total assets

Spencer Gifts LLC Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,677,230 Top 25% higher than 75% of 127,068 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 2023

Spencer Gifts LLC Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer Gifts LLC Pension Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spencer Gifts LLC Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $804K in the plan year 2023 filing.
  • Spencer Gifts LLC Pension Plan reported participants fell from 150 in the plan year 2022 filing to 137 in the plan year 2023 filing.
  • Spencer Gifts LLC Pension Plan end-of-year assets rose from $22M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 710878043 · Spencer Gifts LLC PY 2023 · Defined Benefit (Pension)

Spencer Gifts LLC Pension Plan · $23M · 137 · 75th

  • EOY $23M
  • EOY 137
  • EOY 75th
  • EOY Defined Benefit (Pension)
  • EOY near Schwebel Baking Company Collectively Bargained Pension Plan
  • EOY ind #7100

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 New Jersey →

Spencer Gifts LLC Pension Plan in the asset neighbourhood

Spencer Gifts LLC Pension PlanSpencer Gifts LLC Pension Pl…$23MSchwebel Baking Company Collectively Bargained Pension PlanSchwebel Baking Company Coll…$23MTouro Infirmary Retirement PlanTouro Infirmary Retirement P…$23MNew York Independent System Operator Pension PlanNew York Independent System …$23MSun Federal Credit Union Defined Benefit Plan and TrustSun Federal Credit Union Def…$23M
End-of-year total assets ($M) among Spencer Gifts LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$804K
Employer EIN710878043
Plan Effective Date1967-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spencer Gifts LLC)

Sponsor-wide plan assets over time

All Spencer Gifts LLC plans reported in each filing year

Latest sponsor-wide plan assets
$71M 18.631041862125883% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $59.9M $71.1M ▲ +18.6%
Year Plans Participants Total Assets
2022 2 3,365 $60M
2023 2 4,074 $77M
2024 2 4,432 $71M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Spencer Gifts LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Spencer Gifts LLC Pension Plan, Total assets ($B): 0.02267723 · Participants: 137Spencer Gifts LLC Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Spencer Gifts LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Spencer Gifts LLC Pension Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Schwebel Baking Company Collectively Bargained Pension Plan in OH ($23M); by covered participants it is Wcirb of California Retirement Plan in CA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Spencer Gifts LLC Pension Plan assets move in 2023? ▼
Spencer Gifts LLC Pension Plan edged up modestly - up 3.7% during 2023, from $22M to $23M. Reported net income was $804K.
How have Spencer Gifts LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Gifts LLC's sponsor-wide assets grew 18.6%, from $60M to $71M.
Where does Spencer Gifts LLC Pension Plan rank by assets among Form 5500 filers? ▼
Spencer Gifts LLC Pension Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Spencer Gifts LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Schwebel Baking Company Collectively Bargained Pension Plan in OH ($23M, 48 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Spencer Gifts LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wcirb of California Retirement Plan in CA (137 participants, $68M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 710878043.

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.