Stage Stores 401(k) and pension plans

Stage Stores, Inc., Houston, TX. EIN 74-0821900. Annual reports 2009–2021. Also filed as Specialty Retailers, Inc.; Specialty Retailers, Inc. C/O MHR Advisory Group, LLC; Speciality Retailers, Inc.

Stage Stores, Inc. has no active retirement plan on file. Its last annual report was for 2021. One of its pension plans was taken over by the PBGC.

Active plans: 0
Plans on file: 2
Industry: Retail

All 2 plans

Active plans first

Stage Stores 401(k) Plan

401(k)Closed

Closed. The plan filed its final annual report for 2021, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 74-0821900
Participants (2020): 5,239
Net assets (2020): $23.8 million
Recordkeeper: Fidelity2010–2020
Plan administrator: Stage Stores, Inc.
P.O. Box 56627
Houston, TX 77256
(713) 667-5601As filed for 2021
In effect since: July 1, 1988

Earlier sponsors: Specialty Retailers, Inc. (2009–2019); Speciality Retailers, Inc. (2012–2016).

Earlier plan names: Stage Stores 401K Plan.

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	5,239	$23.8 million	Fidelity
2019	10,733	$104 million	Fidelity
2018	10,959	$88.7 million	Fidelity
2017	11,699	$92.7 million	Fidelity
2016	10,569	$78.6 million	Fidelity
2015	10,903	$77.6 million	Fidelity
2014	11,616	$80.0 million	Fidelity
2013	12,843	$77.7 million	Fidelity
2012	13,662	$67.1 million	Fidelity
2011	12,925	$59.6 million	Fidelity
2010	10,265	$60.1 million	Fidelity
2009	12,227	$52.7 million	not listed

Stage Stores, Inc. Retirement Plan

Pension (defined benefit), frozenTaken over by the PBGC

Taken over by the Pension Benefit Guaranty Corporation on December 14, 2020, after the plan ended on September 30, 2020. The PBGC now pays the plan's benefits, up to legal limits (PBGC case 23869900).

Plan number: 003Employer EIN 74-0821900
Participants when it ended: 900
Who pays it now: Pension Benefit Guaranty Corporation
1-800-400-7242PBGC Customer Contact Center
In effect since: December 29, 1988

Earlier sponsor: Specialty Retailers, Inc. (2009–2019).

Year by year, 2009 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	526	$28.0 million	not listed
2019	932	$25.2 million	not listed
2018	986	$22.7 million	not listed
2017	1,067	$27.6 million	not listed
2016	1,136	$26.4 million	not listed
2015	1,209	$27.4 million	not listed
2014	1,292	$32.4 million	not listed
2013	1,388	$32.5 million	not listed
2012	1,456	$33.1 million	not listed
2011	1,562	$32.7 million	not listed
2010	1,697	$33.0 million	not listed
2009	1,804	$30.9 million	not listed

If you had money in one of these plans

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.
For a pension the PBGC took over, call the PBGC at 1-800-400-7242 or search its unclaimed pensions. Have the plan name and your Social Security number ready.
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

Stage Stores 401(k) Plan

Stage Stores, Inc. Retirement Plan

If you had money in one of these plans

What these numbers are

Other retail employers in TX