Defined Benefit (Pension) · DOL Form 5500 · 2023

Retail Clerks Specialty Stores Pension Fund Pension Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
5
Participants Small participant base
88th
Percentile by assets National rank
$13.1M
Avg per participant High balance/head
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Official DOL plan name: Retail Clerks Specialty Stores Pension Fund · Sponsored by Retail Clerks Specialty Stores Pension Fund · California · Retail Trade

$65M in assets, 5 participants

Retail Clerks Specialty Stores Pension Fund's Retail Clerks Specialty Stores Pension Fund reported $65M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,861 in Retail Trade (8,414 peers)

Where Retail Clerks Specialty Stores Pension Fund sits by assets

Retail Clerks Specialty Stores Pension Fund sits in the top quartile of all filed plans by assets, $65M for 5 participants (~$13.1M/participant), up 944.7% in 2023.

#7,861
in Retail Trade (8,414 peers)
+944.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Retail Clerks Specialty Stores Pension Fund's outsized position by total assets

Retail Clerks Specialty Stores Pension Fund vs every filed plan by assets

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

$65,497,003 Top 12% higher than 88% 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

Retail Clerks Specialty Stores Pension Fund among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retail Clerks Specialty Stores Pension Fund is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retail Clerks Specialty Stores Pension Fund reported net income rose from -$7M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Retail Clerks Specialty Stores Pension Fund end-of-year assets rose from $6M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Retail Clerks Specialty Stores Pension Fund reported participants fell from 9 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 946313558 · Retail Clerks Specialty Stores Pension Fund PY 2023 · Defined Benefit (Pension)

Retail Clerks Specialty Stores Pension Fund · $65M · 5 · 88th

  • TYPE $65M
  • TYPE 5
  • TYPE 88th
  • TYPE Defined Benefit (Pension)
  • TYPE near Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont
  • TYPE ind #7861

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 California →

Retail Clerks Specialty Stores Pension Fund in the asset neighbourhood

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of VermontNon-Contributory Retirement …$66MRetail Clerks Specialty Stores Pension FundRetail Clerks Specialty Stor…$65MThe Oregon Tool Retirement PlanThe Oregon Tool Retirement P…$65MRally Credit Union Defined Benefit PlanRally Credit Union Defined B…$65MSgl Group US Retirement Plan$65M
End-of-year total assets ($M) among Retail Clerks Specialty Stores Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$65M
Net Income$59M
Employer EIN946313558
Plan Effective Date1961-03-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Retail Clerks Specialty Stores Pension Fund)

Sponsor-wide plan assets over time

All Retail Clerks Specialty Stores Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$65M 933.6859014644622% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $6.27M $64.8M ▲ +933.7%
Year Plans Participants Total Assets
2022 1 9 $6M
2023 1 5 $65M
2024 1 6 $65M

Nearby Defined Benefit (Pension) Plans in California

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

Retail Clerks Specialty Stores Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retail Clerks Specialty Stores Pension Fund, Total assets ($B): 0.065497003 · Participants: 5Retail Clerks Specialty Stores Pension FundKaiser 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
Retail Clerks Specialty Stores Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Retail Clerks Specialty Stores Pension Fund side-by-side with 3 peers →

Retail Clerks Specialty Stores Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont in VT ($66M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Retail Clerks Specialty Stores Pension Fund assets move in 2023? ▼
Retail Clerks Specialty Stores Pension Fund surged - up 944.7% during 2023, from $6M to $65M. Reported net income was $59M.
How have Retail Clerks Specialty Stores Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Retail Clerks Specialty Stores Pension Fund's sponsor-wide assets grew 933.7%, from $6M to $65M.
Where does Retail Clerks Specialty Stores Pension Fund rank by assets among Form 5500 filers? ▼
Retail Clerks Specialty Stores Pension Fund ranks in the 88th 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 Retail Clerks Specialty Stores Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont in VT ($66M, 311 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retail Clerks Specialty Stores Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 946313558.

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.