Defined Benefit (Pension) · DOL Form 5500 · 2023

Shaklee Corporation Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
40
Participants Small participant base
65th
Percentile by assets National rank
$335,337
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, 40 participants

Shaklee Corporation's Shaklee Corporation Pension Plan reported $13M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,865 in Manufacturing (18,722 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 / 40 participants.

#9,865
in Manufacturing (18,722 peers)
+0.0%
assets growth YoY

Shaklee Corporation Pension Plan's mid-pack asset rank among Manufacturing and all filers

Shaklee Corporation Pension Plan vs every filed plan by assets

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

$13,413,494 Top 35% higher than 65% 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

Shaklee Corporation Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shaklee Corporation Pension Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shaklee Corporation Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • Shaklee Corporation Pension Plan reported participants fell from 42 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943389365 · Shaklee Corporation PY 2023 · Defined Benefit (Pension)

Shaklee Corporation Pension Plan · $13M · 40 · 65th

  • EIN $13M
  • EIN 40
  • EIN 65th
  • EIN Defined Benefit (Pension)
  • EIN near Minova USA, Inc. Pension Plan for Salaried Employees
  • EIN ind #9865

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

American Nickeloid Company Peru Employees' Pension PlanAmerican Nickeloid Company P…$13MCommunity Hospitals of Indiana Replacement PlanCommunity Hospitals of India…$13MMinova USA, Inc. Pension Plan for Salaried EmployeesMinova USA, Inc. Pension Pla…$13MShaklee Corporation Pension PlanShaklee Corporation Pension …$13MPension Retirement Plan for the Employees of Schnitzer Steel Industries Inc. and Affiliated EmployersPension Retirement Plan for …$13M
End-of-year total assets ($M) among Shaklee Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$5K
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): 0.013413494 · Participants: 40Shaklee Corporation Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
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 Minova USA, Inc. Pension Plan for Salaried Employees in KY ($13M); by covered participants it is Carolina Glove Retirement Plan in NC (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Shaklee Corporation Pension Plan assets move in 2023? ▼
Shaklee Corporation Pension Plan held essentially flat - up 0.0% during 2023, from $13M to $13M. Reported net income was $5K.
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 Minova USA, Inc. Pension Plan for Salaried Employees in KY ($13M, 2 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 Carolina Glove Retirement Plan in NC (40 participants, N/A 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 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.