Defined Benefit (Pension) · DOL Form 5500 · 2024

Spencer Gifts LLC Pension Plan

Data updated 2026-08-25

$11K
Total assets Small plan by assets
123
Participants Small participant base
2nd
Percentile by assets National rank
$89
Avg per participant Low balance/head
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Official DOL plan name: Spencer Gifts LLC Pension Plan · Sponsored by Spencer Gifts LLC · New Jersey · Retail Trade

$11K in assets, 123 participants

Spencer Gifts LLC's Spencer Gifts LLC Pension Plan reported $11K in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #188 in Retail Trade (8,048 peers)

Coverage in New Jersey

Spencer Gifts LLC Pension Plan covers 123 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $11K.

#188
in Retail Trade (8,048 peers)
-100.0%
assets change YoY

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spencer Gifts LLC Pension Plan among the smaller filed plans by assets

Spencer Gifts LLC Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,889 2nd percentile higher than 2% of 123,620 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 2024

Spencer Gifts LLC Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer Gifts LLC Pension Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spencer Gifts LLC Pension Plan reported net income fell from $804K in the plan year 2023 filing to -$23M in the plan year 2024 filing.
  • Spencer Gifts LLC Pension Plan end-of-year assets fell from $23M in the plan year 2023 filing to $11K in the plan year 2024 filing.
  • Spencer Gifts LLC Pension Plan reported participants fell from 137 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 710878043 · Spencer Gifts LLC PY 2024 · Defined Benefit (Pension)

Spencer Gifts LLC Pension Plan · $11K · 123 · 2nd

  • NET $11K
  • NET 123
  • NET 2nd
  • NET Defined Benefit (Pension)
  • NET near Nuclear Energy Institute, Inc. Employees Pension Plan
  • NET ind #188

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 New Jersey →

Spencer Gifts LLC Pension Plan in the asset neighbourhood

Spencer Gifts LLC Pension PlanSpencer Gifts LLC Pension Pl…$11KNuclear Energy Institute, Inc. Employees Pension PlanNuclear Energy Institute, In…$11KPension Plan for Hourly Employees of Timber Products Co and AffiliatesPension Plan for Hourly Empl…$10KCambridge Bancorp Employee Retirement PlanCambridge Bancorp Employee R…$10KBluelinx Corporation Hourly Retirement PlanBluelinx Corporation Hourly …$10K
End-of-year total assets ($M) among Spencer Gifts LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)N/A
Net Income-$23M
Employer EIN710878043
Plan Effective Date1967-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spencer Gifts LLC)

Sponsor-wide plan assets over time

All Spencer Gifts LLC plans reported in each filing year

Latest sponsor-wide plan assets
$71M 18.631041862125883% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $59.9M $71.1M ▲ +18.6%
Year Plans Participants Total Assets
2022 2 3,365 $60M
2023 2 4,074 $77M
2024 2 4,432 $71M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Spencer Gifts LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Spencer Gifts LLC Pension Plan, Total assets ($B): 0.000010889 · Participants: 123Spencer Gifts LLC Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Spencer Gifts LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Spencer Gifts LLC Pension Plan side-by-side with 3 peers →

Spencer Gifts LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Nuclear Energy Institute, Inc. Employees Pension Plan in DC ($11K); by covered participants it is Perishable Food Industry Pension Fund in NY (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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.

Frequently Asked Questions

How did Spencer Gifts LLC Pension Plan assets move in 2024? ▼
Spencer Gifts LLC Pension Plan contracted severely - down 100.0% during 2024, from $23M to $11K. Reported net income was -$23M.
How have Spencer Gifts LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Gifts LLC's sponsor-wide assets grew 18.6%, from $60M to $71M.
Where does Spencer Gifts LLC Pension Plan rank by assets among Form 5500 filers? ▼
Spencer Gifts LLC Pension Plan ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Spencer Gifts LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nuclear Energy Institute, Inc. Employees Pension Plan in DC ($11K, 50 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Spencer Gifts LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Perishable Food Industry Pension Fund in NY (123 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 710878043.

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.