Defined Benefit (Pension) · DOL Form 5500 · 2023
Acosta Sales and Marketing Company Pension Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 54
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $352,310
- Avg per participant High balance/head
Official DOL plan name: Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust · Sponsored by Acosta Sales and Marketing Company · Florida · Wholesale Trade
$19M in assets, 54 participants
Acosta Sales and Marketing Company's Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust reported $19M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,312 in Wholesale Trade (6,309 peers)
Acosta Sales and Marketing Company multi-year trail
Acosta Sales and Marketing Company's plans moved -97.3% in assets from 2022 to 2024; this filing shows Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust at $19M / 54 participants.
- #4,312
- in Wholesale Trade (6,309 peers)
- +2.5%
- assets growth YoY
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust's outsized position by total assets
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,024,766 Top 28% higher than 72% 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
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust is a small filing (54 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $457K in the plan year 2023 filing.
- Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust reported participants fell from 57 in the plan year 2022 filing to 54 in the plan year 2023 filing.
- Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust end-of-year assets rose from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 593522052 · Acosta Sales and Marketing Company PY 2023 · Defined Benefit (Pension)
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust · $19M · 54 · 72nd
- EIN $19M
- EIN 54
- EIN 72nd
- EIN Defined Benefit (Pension)
- EIN near Martinrea Fabco Hot Stampings, Inc. Hourly Employees Retirement Plan
- EIN ind #4312
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 Florida →
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust in the asset neighbourhood
Acosta Sales and Marketing Company multi-year asset trail
Sponsor-wide plan assets over time
All Acosta Sales and Marketing Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 97.254955870924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,782 | $670M |
| 2023 | 1 | 54 | $19M |
| 2024 | 1 | 50 | $18M |
Acosta Sales and Marketing Company filing trail (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $457K |
| Employer EIN | 593522052 |
| Plan Effective Date | 1982-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Technologies Consolidated Pension Plan $7.7B · 4,676
- Nextera Energy, Inc. Employee Pension Plan $5.1B · 13,121
- Csx Pension Plan $2.4B · 2,446
- Retirement Accumulation Plan for Partners of Pwc $2.2B · 3,967
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,514
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Martinrea Fabco Hot Stampings, Inc. Hourly Employees Retirement Plan in MI ($19M); by covered participants it is Rpm International Inc. Union Retirement Plan in OH (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Martinrea Fabco Hot Stampings, Inc. Hourly Employees Retirement Plan (MI) $19M · N/A
- The Retirement Plan of Rhinebeck Savings Bank (NY) $19M · 29
- Ravenswood Represented Employee Defined Benefit Plan (CA) $19M · 96
- Defiance Precision Products, Inc. Pension Plan for Local 638 UAW Employees (MI) $19M · 102
Similar participant headcount
Nearest other-state filings by covered participants (54 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.