Hallmark Cards 401(k) and pension plans

Hallmark Cards, Inc., Kansas City, MO. EIN 44-0272180. Annual reports 2009–2024. Also filed as Hallmark Marketing Corporation.

Hallmark Cards, Inc. has 5 active retirement plans on file. The largest is the Business Performance Savings Plan of Hallmark Cards, Incorporated, with 8,190 participants and $2.0 billion in assets in 2024. Empower has been its recordkeeper since 2015.

Active plans: 5
Participants: 22,697
Plan assets: $3.0 billion
401(k) recordkeeper: Empower
Plans on file: 7
Industry: Wholesale trade

All 7 plans

Active plans first

Business Performance Savings Plan of Hallmark Cards, Incorporated

401(k)Active

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

Plan number: 001Employer EIN 44-0272180
Participants (2024): 8,190
Net assets (2024): $2.0 billion
Recordkeeper: EmpowerEarlier: J.P. Morgan (2010–2014), Alight (2009)
Plan administrator: Hallmark Benefit Plan Advisory Committee
Matt Ellis, 2501 Mcgee Trafficway
Kansas City, MO 64108
(888) 545-6200As filed for 2024
In effect since: December 31, 1956

Earlier plan names: Profit Sharing Ownership & Savings Plan of Hallmark Cards, Inc.; Profit Sharing Ownership and Savings Plan of Hallmark Cards, Incorporated; Profit Sharing and Savings Plan of Hallmark Cards, Incorporated.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,190	$2.0 billion	Empower
2023	8,492	$2.1 billion	Empower
2022	8,375	$2.0 billion	Empower
2021	8,284	$2.6 billion	Empower
2020	8,611	$2.6 billion	Empower
2019	9,345	$2.6 billion	Empower
2018	9,183	$2.3 billion	Empower
2017	9,272	$2.5 billion	Empower
2016	8,931	$2.4 billion	Empower
2015	9,417	$2.4 billion	Empower
2014	9,884	$2.6 billion	J.P. Morgan
2013	10,579	$2.6 billion	J.P. Morgan
2012	11,351	$2.5 billion	J.P. Morgan
2011	11,786	$2.5 billion	J.P. Morgan
2010	12,477	$2.5 billion	J.P. Morgan
2009	13,169	$2.4 billion	Alight

Cash Balance Retirement Plan of Hallmark Cards, Inc.

Cash balance pensionActive

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

Plan number: 002Employer EIN 44-0272180
Participants (2024): 6,585
Net assets (2024): $427 million
Plan administrator: Hallmark Benefit Plans Advisory Committee
2501 Mcgee ST., Mail Drop 852
Kansas City, MO 64108
(816) 545-2709As filed for 2024
In effect since: December 27, 1943

Earlier plan names: Cash Balance Retirement Plan of Hallmark Cards, in; Cash Balance Retirement Plan of Hallmark Cards, Inc.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,585	$427 million	not listed
2023	6,977	$436 million	not listed
2022	7,254	$437 million	not listed
2021	7,494	$539 million	not listed
2020	7,794	$557 million	not listed
2019	8,255	$545 million	not listed
2018	8,507	$512 million	not listed
2017	8,781	$563 million	not listed
2016	10,079	$544 million	not listed
2015	10,564	$542 million	not listed
2014	11,433	$600 million	not listed
2013	14,163	$626 million	not listed
2012	14,959	$596 million	not listed
2011	15,682	$590 million	not listed
2010	16,348	$600 million	not listed
2009	17,516	$567 million	not listed

Retail Service Group Savings Plan of Hallmark Cards, Incorporated

401(k)Active

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

Plan number: 005Employer EIN 44-0272180
Participants (2024): 4,164
Net assets (2024): $67.5 million
Recordkeeper: EmpowerEarlier: J.P. Morgan (2010–2014), Alight (2009)
Plan administrator: Hallmark Benefit Plan Advisory Committee
Matt Ellis, 2501 Mcgee Trafficway
Kansas City, MO 64108
(888) 545-6200As filed for 2024
In effect since: January 1, 1999

Plans merged into this one: Hallmark Retail Affiliates Employee Savings Plan (2010).

Earlier sponsor: Hallmark Marketing Corporation (2009).

Earlier plan names: Retail Services Group Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,164	$67.5 million	Empower
2023	4,318	$63.7 million	Empower
2022	4,676	$59.5 million	Empower
2021	4,564	$73.1 million	Empower
2020	4,651	$67.6 million	Empower
2019	5,390	$68.2 million	Empower
2018	5,070	$58.1 million	Empower
2017	5,223	$63.2 million	Empower
2016	4,977	$54.3 million	Empower
2015	5,405	$52.0 million	Empower
2014	5,416	$54.9 million	J.P. Morgan
2013	5,133	$50.5 million	J.P. Morgan
2012	5,445	$37.3 million	J.P. Morgan
2011	7,076	$34.4 million	J.P. Morgan
2010	5,895	$33.5 million	J.P. Morgan
2009	4,717	$27.8 million	Alight

Hallmark Affiliates Employee Savings Plan

401(k)Active

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

Plan number: 006Employer EIN 44-0272180
Participants (2024): 3,365
Net assets (2024): $443 million
Recordkeeper: EmpowerEarlier: J.P. Morgan (2010–2014), T. Rowe Price (2009)
Plan administrator: Hallmark Benefit Plan Advisory Committee
Matt Ellis, 2501 Mcgee Trafficway
Kansas City, MO 64108
(888) 545-6200As filed for 2024
In effect since: January 1, 2001

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,365	$443 million	Empower
2023	3,557	$414 million	Empower
2022	3,612	$370 million	Empower
2021	3,771	$460 million	Empower
2020	3,898	$430 million	Empower
2019	4,141	$380 million	Empower
2018	4,183	$324 million	Empower
2017	3,979	$342 million	Empower
2016	3,950	$294 million	Empower
2015	3,749	$274 million	Empower
2014	4,168	$272 million	J.P. Morgan
2013	3,749	$244 million	J.P. Morgan
2012	3,731	$217 million	J.P. Morgan
2011	3,973	$191 million	J.P. Morgan
2010	3,843	$182 million	J.P. Morgan
2009	3,789	$164 million	T. Rowe Price

Hallmark Retiree Pension Plan

Cash balance pensionActive

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

Plan number: 009Employer EIN 44-0272180
Participants (2024): 393
Net assets (2024): $4.8 million
Plan administrator: Hallmark Benefit Plans Advisory Committee
2501 Mcgee ST, Mail Drop 852
Kansas City, MO 64108
(816) 274-3698As filed for 2024
In effect since: January 1, 2018

Year by year, 2018 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	393	$4.8 million	not listed
2023	431	$5.4 million	not listed
2022	474	$6.0 million	not listed
2021	531	$8.7 million	not listed
2020	597	$10.2 million	not listed
2019	672	$11.7 million	not listed
2018	724	$13.1 million	not listed

Retail Service Group Cash Balance Retirement Plan of Hallmark Cards, Inc.

Cash balance pensionClosed

Closed. The plan filed its final annual report for 2016, which means its assets were paid out or moved and it no longer exists.

Plan number: 008Employer EIN 44-0272180
Participants (2016): 50
Net assets (2016): $0
Plan administrator: Hallmark Benefit Plans Advisory Com
2501 Mcgee ST.
Kansas City, MO 64108
(816) 274-3698As filed for 2016
In effect since: July 31, 2014

Year by year, 2014 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	50	$0	not listed
2015	184	$0	not listed
2014	2,069	$12.4 million	not listed

Hallmark Retail Affiliates Employee Savings Plan

401(k)Merged

Merged. In 2010 its assets moved to the Retail Service Group Savings Plan, sponsored by Hallmark Cards, Inc. (EIN 43-0820871, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 007Employer EIN 44-0272180
Participants (2009): 5,376
Net assets (2009): $3.3 million
Recordkeeper: T. Rowe Price2009
Plan administrator: Hallmark Cards, Inc.
2501 Mcgee Trafficway
Kansas City, MO 64108
(816) 274-7890As filed for 2010
In effect since: January 1, 2001

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	5,376	$3.3 million	T. Rowe Price

If you had money in one of these plans

Call Empower (empower.com), which runs the Business Performance Savings Plan of Hallmark Cards, Incorporated. 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 ((888) 545-6200). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
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 7 plans

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

Hallmark Affiliates Employee Savings Plan

Hallmark Retiree Pension Plan

Retail Service Group Cash Balance Retirement Plan of Hallmark Cards, Inc.

Hallmark Retail Affiliates Employee Savings Plan

If you had money in one of these plans

What these numbers are

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