Defined Benefit (Pension) · DOL Form 5500 · 2023

Maritz Holdings Inc. Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
449
Participants Below avg headcount
90th
Percentile by assets National rank
$190,164
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Maritz Holdings Inc. Retirement Plan · Sponsored by Maritz Holdings Inc. · Missouri · Management of Enterprises

$85M in assets, 449 participants

Maritz Holdings Inc.'s Maritz Holdings Inc. Retirement Plan reported $85M in total assets and 449 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #848 in Management of Enterprises (1,137 peers)

Where Maritz Holdings Inc. Retirement Plan sits by assets

Maritz Holdings Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $85M for 449 participants (~$190,164/participant), up 12.5% in 2023.

#848
in Management of Enterprises (1,137 peers)
+12.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Maritz Holdings Inc. Retirement Plan's outsized position by total assets

Maritz Holdings Inc. Retirement Plan vs every filed plan by assets

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

$85,383,678 Top 10% higher than 90% 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

Maritz Holdings Inc. Retirement 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. Maritz Holdings Inc. Retirement Plan sits mid-pack in the medium band (449 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maritz Holdings Inc. Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Maritz Holdings Inc. Retirement Plan end-of-year assets rose from $76M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Maritz Holdings Inc. Retirement Plan reported participants fell from 476 in the plan year 2022 filing to 449 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 430393480 · Maritz Holdings Inc. PY 2023 · Defined Benefit (Pension)

Maritz Holdings Inc. Retirement Plan · $85M · 449 · 90th

  • BOOK $85M
  • BOOK 449
  • BOOK 90th
  • BOOK Defined Benefit (Pension)
  • BOOK near Bacardi U.S.a., Inc. Pension Plan
  • BOOK ind #848

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 Management of Enterprises retirement plans → · Plans in Missouri →

Maritz Holdings Inc. Retirement Plan in the asset neighbourhood

Eastern Connecticut Health Network, Inc. Pension PlanEastern Connecticut Health N…$86MSunkist Retirement Plan - a$86MSappi North America, Inc. Retirement Plan for Salaried EmployeesSappi North America, Inc. Re…$85MBacardi U.S.a., Inc. Pension PlanBacardi U.S.a., Inc. Pension…$85MMaritz Holdings Inc. Retirement PlanMaritz Holdings Inc. Retirem…$85M
End-of-year total assets ($M) among Maritz Holdings Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$85M
Net Income$9M
Employer EIN430393480
Plan Effective Date1966-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maritz Holdings Inc.)

Sponsor-wide plan assets over time

All Maritz Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$548M 32.704795783027826% vs 2022
2024 filing year
$350M$400M$450M$500M$550M$600M 202220232024 $413M $548M ▲ +32.7%
Year Plans Participants Total Assets
2022 2 2,793 $413M
2023 2 2,621 $486M
2024 2 2,866 $548M

Nearby Defined Benefit (Pension) Plans in Missouri

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

Maritz Holdings Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Maritz Holdings Inc. Retirement Plan, Total assets ($B): 0.085383678 · Participants: 449Maritz Holdings Inc. Retirement PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Maritz Holdings Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Maritz Holdings Inc. Retirement Plan side-by-side with 3 peers →

Maritz Holdings Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Bacardi U.S.a., Inc. Pension Plan in FL ($85M); by covered participants it is Tribal Casino Gaming Enterprise Retirement Plan in NC (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 Maritz Holdings Inc. Retirement Plan assets move in 2023? ▼
Maritz Holdings Inc. Retirement Plan grew at a solid clip - up 12.5% during 2023, from $76M to $85M. Reported net income was $9M.
How have Maritz Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maritz Holdings Inc.'s sponsor-wide assets grew 32.7%, from $413M to $548M.
Where does Maritz Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Maritz Holdings Inc. Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Maritz Holdings Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bacardi U.S.a., Inc. Pension Plan in FL ($85M, 60 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Maritz Holdings Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tribal Casino Gaming Enterprise Retirement Plan in NC (449 participants, $136M 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 430393480.

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.