Defined Benefit (Pension) · DOL Form 5500 · 2023
Hallmark Cards, Inc. Pension Plan
Data updated 2026-08-25
- $436M
- Total assets Above avg plan size
- 1,798
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $242,496
- Avg per participant Above avg balance/head
Official DOL plan name: Cash Balance Retirement Plan of Hallmark Cards, Inc. · Sponsored by Hallmark Cards, Inc. · Missouri · Wholesale Trade
$436M in assets, 1,798 participants
Hallmark Cards, Inc.'s Cash Balance Retirement Plan of Hallmark Cards, Inc. reported $436M in total assets and 1,798 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #6,195 in Wholesale Trade (6,309 peers)
Coverage in Missouri
Cash Balance Retirement Plan of Hallmark Cards, Inc. covers 1,798 participants in Missouri, 2.4x the typical Missouri plan (state average ~737 per filing). Assets: $436M.
- #6,195
- in Wholesale Trade (6,309 peers)
- -0.2%
- assets change YoY
- 4.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cash Balance Retirement Plan of Hallmark Cards, Inc.'s outsized position by total assets
Cash Balance Retirement Plan of Hallmark Cards, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$436,007,954 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cash Balance Retirement Plan of Hallmark Cards, Inc.'s large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cash Balance Retirement Plan of Hallmark Cards, Inc. lands in the large band (1,798 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cash Balance Retirement Plan of Hallmark Cards, Inc. reported net income rose from -$102M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Cash Balance Retirement Plan of Hallmark Cards, Inc. reported participants fell from 1,928 in the plan year 2022 filing to 1,798 in the plan year 2023 filing.
- Cash Balance Retirement Plan of Hallmark Cards, Inc. end-of-year assets fell from $437M in the plan year 2022 filing to $436M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 440272180 · Hallmark Cards, Inc. PY 2023 · Defined Benefit (Pension)
Cash Balance Retirement Plan of Hallmark Cards, Inc. · $436M · 1,798 · 97th
- BOY $436M
- SCH 1,798
- EBSA 97th
- PART Defined Benefit (Pension)
- TYPE near Steamfitters Local #449 Pension Plan
- NET ind #6195
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 Missouri →
Cash Balance Retirement Plan of Hallmark Cards, Inc. in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $437M |
|---|---|
| Net Assets (End of Year) | $436M |
| Net Income | -$1M |
| Employer EIN | 440272180 |
| Plan Effective Date | 1943-12-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hallmark Cards, Inc.)
Sponsor-wide plan assets over time
All Hallmark Cards, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.0B 1.134182305570782% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 13,514 | $2.9B |
| 2023 | 5 | 13,394 | $3.0B |
| 2024 | 5 | 13,058 | $3.0B |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.8B · 30,358
- Ameren Retirement Plan $4.7B · 10,156
- Co-Op Retirement Plan $3.5B · 14,993
- Emerson Electric Company Retirement Plan $3.4B · 2,671
- Carpenters Pension Trust Fund of St. Louis $3.3B · 11,420
Cash Balance Retirement Plan of Hallmark Cards, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Steamfitters Local #449 Pension Plan in PA ($436M); by covered participants it is The Employee Retirement Plan of Group Health Plan, in MN (1,800 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($436M here).
- Steamfitters Local #449 Pension Plan (PA) $436M · 1,656
- Local 68 Engineers Union Pension Plan (NJ) $436M · 2,310
- Employees Retirement Plan of Hajoca Corporation (PA) $437M · 4,174
- Itg Brands, LLC Retirement Allowance Plan for Hourly Rated and/or Piecework Employees (NC) $437M · 317
Similar participant headcount
Nearest other-state filings by covered participants (1,798 participants); asset peers above are excluded.
- The Employee Retirement Plan of Group Health Plan, (MN) 1,800 · 2 off
- Cleveland-Cliffs Steel Corporation Noncontributory Pension Plan (OH) 1,800 · 2 off
- Long Island Electric Utility Servco LLC Retirement Income Plan (NY) 1,794 · 4 off
- Iron Workers' Local No. 25 Pension Fund (MI) 1,794 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.