Defined Benefit (Pension) · DOL Form 5500 · 2024

Shaklee Corporation Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
38
Participants Small participant base
63rd
Percentile by assets National rank
$363,320
Avg per participant High balance/head
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Official DOL plan name: Shaklee Corporation Pension Plan · Sponsored by Shaklee Corporation · Florida · Manufacturing

$14M in assets, 38 participants

Shaklee Corporation's Shaklee Corporation Pension Plan reported $14M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #8,905 in Manufacturing (17,777 peers)

Shaklee Corporation multi-year trail

Shaklee Corporation's plans moved +17.2% in assets from 2022 to 2024; this filing shows Shaklee Corporation Pension Plan at $14M / 38 participants.

#8,905
in Manufacturing (17,777 peers)
+2.9%
assets growth YoY

Shaklee Corporation Pension Plan's mid-pack asset rank among Manufacturing and all filers

Shaklee Corporation Pension Plan vs every filed plan by assets

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

$13,806,172 Top 37% higher than 63% 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

Shaklee Corporation Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shaklee Corporation Pension Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shaklee Corporation Pension Plan reported net income rose from $5K in the plan year 2023 filing to $390K in the plan year 2024 filing.
  • Shaklee Corporation Pension Plan reported participants fell from 40 in the plan year 2023 filing to 38 in the plan year 2024 filing.
  • Shaklee Corporation Pension Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943389365 · Shaklee Corporation PY 2024 · Defined Benefit (Pension)

Shaklee Corporation Pension Plan · $14M · 38 · 63rd

  • PCT $14M
  • EIN 38
  • RANK 63rd
  • PHOTO Defined Benefit (Pension)
  • IND near Pfeiffer Vacuum, Inc. Pension Plan
  • EOY ind #8905

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 Manufacturing retirement plans → · Plans in Florida →

Shaklee Corporation Pension Plan in the asset neighbourhood

Shaklee Corporation Pension PlanShaklee Corporation Pension …$14MPfeiffer Vacuum, Inc. Pension PlanPfeiffer Vacuum, Inc. Pensio…$14MInternational Brotherhood of Electrical Workers Local No. 1392 Pension FundInternational Brotherhood of…$14MSaint Augustines University Employees Pension PlanSaint Augustines University …$14MSan Diego Symphony Orchestra Musicians' Pension PlanSan Diego Symphony Orchestra…$14M
End-of-year total assets ($M) among Shaklee Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Shaklee Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Shaklee Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$79M 17.202954104724768% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $67.3M $78.9M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 275 $67M
2023 2 269 $76M
2024 2 256 $79M

Shaklee Corporation filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$390K
Employer EIN943389365
Plan Effective Date2004-05-27
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Shaklee Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Shaklee Corporation Pension Plan, Total assets ($B): 0.013806172 · Participants: 38Shaklee Corporation Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Shaklee Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

Shaklee Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Pfeiffer Vacuum, Inc. Pension Plan in NH ($14M); by covered participants it is H&n Group, Inc. Defined Benefit Pension Plan in CA (38 participants). Same-state nearby plans are listed separately above.

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 Shaklee Corporation Pension Plan assets move in 2024?
Shaklee Corporation Pension Plan edged up modestly - up 2.9% during 2024, from $13M to $14M. Reported net income was $390K.
How have Shaklee Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Shaklee Corporation's sponsor-wide assets grew 17.2%, from $67M to $79M.
Which Defined Benefit (Pension) plans are similar in size to Shaklee Corporation Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pfeiffer Vacuum, Inc. Pension Plan in NH ($14M, 65 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shaklee Corporation Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is H&n Group, Inc. Defined Benefit Pension Plan in CA (38 participants, $7M in assets).