Defined Benefit (Pension) · DOL Form 5500 · 2024
Retail Clerks Specialty Stores Pension Fund Pension Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 6
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $10.8M
- Avg per participant High balance/head
Official DOL plan name: Retail Clerks Specialty Stores Pension Fund · Sponsored by Retail Clerks Specialty Stores Pension Fund · California · Retail Trade
$65M in assets, 6 participants
Retail Clerks Specialty Stores Pension Fund's Retail Clerks Specialty Stores Pension Fund reported $65M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #7,451 in Retail Trade (8,048 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 6 participants (~$10.8M/participant), down 1.1% in 2024.
- #7,451
- in Retail Trade (8,048 peers)
- -1.1%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $722K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$64,805,201 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Retail Clerks Specialty Stores Pension Fund among micro filed plans by headcount
Plan-year 2024 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 (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retail Clerks Specialty Stores Pension Fund reported net income fell from $59M in the plan year 2023 filing to -$722K in the plan year 2024 filing.
- Retail Clerks Specialty Stores Pension Fund reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Retail Clerks Specialty Stores Pension Fund end-of-year assets fell from $65M in the plan year 2023 filing to $65M in the plan year 2024 filing.
DOL schedule card
Filing strip 946313558 · Retail Clerks Specialty Stores Pension Fund PY 2024 · Defined Benefit (Pension)
Retail Clerks Specialty Stores Pension Fund · $65M · 6 · 87th
- RANK $65M
- RANK 6
- RANK 87th
- RANK Defined Benefit (Pension)
- RANK near Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement
- RANK ind #7451
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | -$722K |
| Employer EIN | 946313558 |
| Plan Effective Date | 1961-03-03 |
| Filing Status | FILING 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
| 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.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
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 Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement in IL ($65M); by covered participants it is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement (IL) $65M · 361
- The Retirement Plan for Employees of Bath Savings Institution (ME) $65M · 164
- Corning Hospital Pension Plan (PA) $65M · 360
- Pension Plan for Employees of North Star Mutual Insurance Company (MN) $65M · 265
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.