Employer · plans filed under one EIN
Hallmark Cards, Inc.
Kansas City, MO · Wholesale trade
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
5 retirement plans with 100 or more participants file Form 5500 under Hallmark Cards, Inc.'s employer identification number (Kansas City, Missouri). Their latest filings total 22,697 participant records and $2.95B in net assets.
The largest is Business Performance Savings Plan of Hallmark Cards, Incorporated, a 401(k) plan with 8,190 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $66.3M and participant contributions $48.1M in the latest plan years; benefits paid were $451M. Schedule C compensation reported to service provider organisations totalled $4.0M.
Combined net assets moved from $3.09B in 2009 to $2.95B in 2024 (down 5%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Business Performance Savings Plan of Hallmark Cards, Incorporated | 401(k) plan | 2024 | 8,190 | $2.01B | $245,345 | $4,449 | $2.1M |
| Cash Balance Retirement Plan of Hallmark Cards, Inc. | cash balance pension plan | 2024 | 6,585 | $427M | $64,894 | $22,889 | $1.1M |
| Retail Service Group Savings Plan of Hallmark Cards, Incorporated | 401(k) plan | 2024 | 4,164 | $67.5M | $16,203 | $157 | $140K |
| Hallmark Affiliates Employee Savings Plan | 401(k) plan | 2024 | 3,365 | $443M | $131,626 | $4,952 | $553K |
| Hallmark Retiree Pension Plan | cash balance pension plan | 2024 | 393 | $4.8M | $12,192 | — | $66K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 5 | 22,697 | $2.95B | $66.3M | $48.1M |
| 2023 | 5 | 23,775 | $2.98B | $50.4M | $48.7M |
| 2022 | 5 | 24,391 | $2.92B | $35.7M | $48.8M |
| 2021 | 5 | 24,644 | $3.69B | $37.2M | $45.2M |
| 2020 | 5 | 25,551 | $3.65B | $61.9M | $45.6M |
| 2019 | 5 | 27,803 | $3.62B | $61.9M | $51.6M |
| 2018 | 5 | 27,667 | $3.23B | $60.5M | $47.9M |
| 2017 | 4 | 27,255 | $3.49B | $61.3M | $45.8M |
| 2016 | 4 | 27,937 | $3.27B | $71.4M | $44.3M |
| 2015 | 4 | 29,135 | $3.29B | $39.4M | $45.2M |
| 2014 | 4 | 30,901 | $3.52B | $47.8M | $45.7M |
| 2013 | 4 | 33,624 | $3.55B | $45.5M | $46.1M |
| 2012 | 4 | 35,486 | $3.40B | $35.2M | $47.6M |
| 2011 | 4 | 38,517 | $3.28B | $75.4M | $48.1M |
| 2010 | 4 | 38,563 | $3.29B | $59.1M | $44.1M |
| 2009 | 3 | 34,474 | $3.09B | $20.7M | $42.9M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Empower Advisory Group, LLC | Investment advisory (participants) | 3 | $1,292,062 |
| State Street Bank & Trust | Custodial (other than securities); Custodial (securities); Trustee (directed); Contract Administrator | 5 | $1,125,272 |
| Empower Annuity Ins Co. of America | Recordkeeping and information management; Participant loan processing | 3 | $652,693 |
| Aon Consulting | Actuarial; Consulting (pension) | 2 | $481,681 |
| Albourne America LLC | Investment advisory (plan) | 1 | $206,210 |
| Rubinbrown, LLP | Accounting (including auditing) | 5 | $99,698 |
| Callan Associates, Inc. | Consulting (general); Investment management; Investment advisory (plan) | 3 | $72,315 |
| Evestment | Consulting (general); Investment management; Other services | 2 | $21,715 |
| Pension Benefit Information LLC | Other services | 1 | $15,610 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Hallmark Cards, Inc. have?
5 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Business Performance Savings Plan of Hallmark Cards, Incorporated, Cash Balance Retirement Plan of Hallmark Cards, Inc., Retail Service Group Savings Plan of Hallmark Cards, Incorporated and Hallmark Affiliates Employee Savings Plan and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Hallmark Cards, Inc. contribute to its plans?
$66,345,807 in employer contributions across these plans in their latest plan years, about $5,323 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Empower Advisory Group, LLC, State Street Bank & Trust, Empower Annuity Ins Co. of America and Aon Consulting and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.