Belk Stores Services 401(k) and pension plans

Belk Stores Services, LLC, Charlotte, NC. EIN 56-0616731. Annual reports 2009–2024. Also filed as Belk Stores Services, Inc.; Belk Stores Services, Inc.

Belk Stores Services, LLC has 2 active retirement plans on file. The largest is the Belk 401K Savings Plan, with 21,400 participants and $401 million in assets in 2024. Schwab has been its recordkeeper since 2013.

Active plans: 2
Participants: 24,200
Plan assets: $624 million
401(k) recordkeeper: Schwab
Plans on file: 2
Industry: Retail

All 2 plans

Active plans first

Belk 401K Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 333Employer EIN 56-0616731
Participants (2024): 21,400
Net assets (2024): $401 million
Recordkeeper: SchwabEarlier: J.P. Morgan (2012), Schwab (2009–2011)
Plan administrator: Belk Stores Services, LLC
2801 West Tylvola Road
Charlotte, NC 28217
(704) 357-1000As filed for 2024
In effect since: January 1, 1942

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	21,400	$401 million	Schwab
2023	22,118	$379 million	Schwab
2022	23,149	$342 million	Schwab
2021	22,998	$417 million	Schwab
2020	21,652	$398 million	Schwab
2019	29,475	$396 million	Schwab
2018	34,359	$349 million	Schwab
2017	32,319	$392 million	Schwab
2016	25,618	$373 million	Schwab
2015	26,239	$366 million	Schwab
2014	22,717	$388 million	Schwab
2013	24,863	$375 million	Schwab
2012	23,972	$337 million	J.P. Morgan
2011	22,786	$311 million	Schwab
2010	23,894	$322 million	Schwab
2009	25,644	$302 million	Schwab

Belk Pension Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 334Employer EIN 56-0616731
Participants (2024): 2,800
Net assets (2024): $223 million
Administered by: Condent HREarlier: Conduent (2010–2018), Excellerate Hro (2009)
Plan administrator: Belk Stores Services, LLC
2801 West Tyvola Road
Charlotte, NC 28217
(704) 357-1000As filed for 2024
In effect since: January 1, 1969

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,800	$223 million	Condent HR
2023	2,867	$227 million	Condent HR
2022	2,995	$217 million	Condent HR
2021	3,231	$297 million	Condent HR
2020	6,919	$478 million	Condent HR
2019	7,249	$434 million	Condent HR
2018	7,594	$382 million	Conduent
2017	7,993	$432 million	Conduent
2016	14,240	$527 million	Conduent
2015	15,217	$522 million	Conduent
2014	15,712	$566 million	Conduent
2013	16,173	$529 million	Conduent
2012	16,646	$510 million	not listed
2011	16,363	$439 million	Conduent
2010	16,694	$412 million	Conduent
2009	17,092	$345 million	Excellerate Hro

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Belk 401K Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((704) 357-1000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Belk 401K Savings Plan

Belk Pension Plan

If you had money in one of these plans

What these numbers are

Other retail employers in NC