Defined Benefit (Pension) · DOL Form 5500 · 2024
Acosta Sales and Marketing Company Pension Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 50
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $367,898
- 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
$18M in assets, 50 participants
Acosta Sales and Marketing Company's Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust reported $18M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #3,878 in Wholesale Trade (6,080 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 $18M / 50 participants.
- #3,878
- in Wholesale Trade (6,080 peers)
- -3.3%
- assets change YoY
The plan reported a net loss of $630K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$18,394,896 Top 31% higher than 69% 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
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust among smaller filed plans by headcount
Plan-year 2024 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 (50 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust reported net income fell from $457K in the plan year 2023 filing to -$630K in the plan year 2024 filing.
- Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust reported participants fell from 54 in the plan year 2023 filing to 50 in the plan year 2024 filing.
- Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust end-of-year assets fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 593522052 · Acosta Sales and Marketing Company PY 2024 · Defined Benefit (Pension)
Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust · $18M · 50 · 69th
- EOY $18M
- 5500 50
- ASSETS 69th
- PCT Defined Benefit (Pension)
- EIN near South Texas Radiology Group P.a. Cash Balance Pension Plan
- RANK ind #3878
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 (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$630K |
| 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 $7.6B · 4,996
- Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
- Retirement Accumulation Plan for Partners of Pwc $2.7B · 3,950
- Csx Pension Plan $2.3B · 2,293
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,001
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 South Texas Radiology Group P.a. Cash Balance Pension Plan in TX ($18M); by covered participants it is Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan in PA (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- South Texas Radiology Group P.a. Cash Balance Pension Plan (TX) $18M · 103
- Alabama Council on Human Relations, Inc. Defined Benefit Pension Plan (AL) $18M · 92
- Pension Plan for Birla Carbon USA (GA) $18M · 56
- Pension Plan for the Office Employees of the New York Philharmonic Symphony Society of Ny, Inc. (NY) $18M · 16
Similar participant headcount
Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.
- Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan (PA) 50 · 0 off
- Retirement Income Plan for the Employees of Armacell LLC (NC) 50 · 0 off
- Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant (TN) 50 · 0 off
- Pension Plan for Employees of Chase Corporation (MA) 50 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.