Other
2023 plan-year Other DOL Form 5500

CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HALLMARK CARDS, INC.

This Other plan holds $436M in total assets and serves 1,798 participants as of 2023. It is sponsored by HALLMARK CARDS, INC. in Missouri. The plan reported a net loss of $1M for the year.

Total Assets (2023)
$436M
Participants
1,798
State
Industry
Wholesale Trade

What the Filing Says About CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC.

CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC. is a Other retirement plan sponsored by HALLMARK CARDS, INC., headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $436M in total end-of-year assets and covers 1,798 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 440272180, and the plan has been effective since 1943-12-27. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $437M at the beginning of 2023 to $436M at year-end — a decline of 0.2%. Net assets (after liabilities) closed the year at $436M, with reported net income of $-1,088,832 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$437M
Total Assets (End of Year)$436M
Net Assets (End of Year)$436M
Net Income$-1,088,832
Plan TypeOther
Employer EIN440272180
Plan Effective Date1943-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (HALLMARK CARDS, INC.)

Year Plans Participants Total Assets
2022 5 13,514 $2.9B
2023 5 13,394 $3.0B
2024 5 13,058 $3.0B

Nearby Other Plans in Missouri

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC.?
As of the 2023 Form 5500 filing, CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC. holds $436M in total assets with 1,798 participants. It is sponsored by HALLMARK CARDS, INC..
What type of plan is CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC.?
CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC. is a Other plan. It has been effective since 1943-12-27. The plan is filed with the U.S. Department of Labor under EIN 440272180.
Who sponsors the CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC.?
CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC. is sponsored by HALLMARK CARDS, INC., located in Missouri. The sponsor's EIN is 440272180 and the plan operates in the Wholesale Trade industry.
How did CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC. perform in 2023?
CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC. declined by 0.2% during 2023, moving from $437M to $436M in total assets. Net income was $-1,088,832.
Where can I find official filings for CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC.?
Official Form 5500 filings for CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 440272180 or plan name at efast.dol.gov.
How does CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC. compare to other plans?
You can compare CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC. against other Other plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 440272180.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.