Staples 401(k) and pension plans

Staples, Inc., Framingham, MA. EIN 04-2896127. Annual reports 2009–2024. Also filed as Staples, Inc; Corporate Express Document & Print Management.

Staples, Inc. has one active retirement plan on file, the Staples, Inc. Employees' 401(k) Savings Plan, with 18,045 participants and $1.5 billion in assets in 2024. Empower has been its recordkeeper since 2017.

Active plans: 1
Participants: 18,045
Plan assets: $1.5 billion
401(k) recordkeeper: Empower
Plans on file: 5
Industry: Retail

All 5 plans

Active plans first

Staples, Inc. Employees' 401(k) Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 04-2896127
Participants (2024): 18,045
Net assets (2024): $1.5 billion
Recordkeeper: EmpowerEarlier: John Hancock (2015–2016), New York Life Invesment Management (2009–2014)
Plan administrator: Staples, Inc.
Po Box 9274 500 Staple, DR.
Framingham, MA 01701
(508) 253-5000As filed for 2024
In effect since: May 1, 1989

Plans merged into this one: Corporate Express US, Inc. Union 401(k) Retirement Plan (2015); Dex Imaging, Inc. 401(k) Profit Sharing Plan and Trust (2019).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	18,045	$1.5 billion	Empower
2023	19,976	$1.4 billion	Empower
2022	20,684	$1.3 billion	Empower
2021	21,104	$1.6 billion	Empower
2020	21,033	$1.5 billion	Empower
2019	22,197	$1.4 billion	Empower
2018	25,519	$1.2 billion	Empower
2017	26,009	$1.6 billion	Empower
2016	45,876	$1.4 billion	John Hancock
2015	60,220	$1.4 billion	John Hancock
2014	53,484	$1.4 billion	New York Life Invesment Management
2013	42,225	$1.4 billion	New York Life Invesment Management
2012	42,794	$1.1 billion	New York Life Invesment Management
2011	41,324	$1.0 billion	New York Life Invesment Management
2010	42,515	$1.0 billion	New York Life Invesment Management
2009	43,775	$924 million	New York Life Invesment Management

Data Documents, Inc. Pension Plan

Pension (defined benefit), frozenClosed

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: 007Employer EIN 04-2896127
Participants (2015): 765
Net assets (2015): $28.7 million
Administered by: EmpowerEarlier: New York Life Investment Management (2012–2015)
Plan administrator: Staples, Inc.
500 Staples DR
Framingham, MA 01702
(508) 253-5000As filed for 2016
In effect since: February 1, 1988

Plans merged into this one: Data Documents, Inc. Pension Plan Los Angeles Collective Bargaining Unit (2011); Data Documents, Inc. Pension Plan Denver Collective Bargaining Unit (2011).

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Empower
2015	765	$28.7 million	New York Life Investment Management
2014	780	$31.0 million	New York Life Investment Management
2013	878	$33.9 million	New York Life Investment Management
2012	883	$31.7 million	New York Life Investment Management
2011	888	$28.6 million	not listed
2010	587	$27.2 million	not listed
2009	592	$24.3 million	not listed

Corporate Express US, Inc. Union 401(k) Retirement Plan

401(k)Merged

Merged. In 2015 its assets moved to the Staples, Inc. Employees' 401(k) Savings Plan, sponsored by Staples, Inc. (EIN 04-2896127, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 04-2896127
Participants (2014): 187
Net assets (2014): $4.2 million
Recordkeeper: John HancockEarlier: New York Life Investment Management (2010–2014)
Plan administrator: Staples, Inc.
P.O. Box 9274
Framingham, MA 01702
(508) 253-5000As filed for 2015
In effect since: June 4, 2002

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	John Hancock
2014	187	$4.2 million	New York Life Investment Management
2013	182	$4.3 million	New York Life Investment Management
2012	130	$3.6 million	New York Life Investment Management
2011	106	$3.2 million	New York Life Investment Management
2010	105	$3.0 million	New York Life Investment Management
2009	145	$2.9 million	not listed

Data Documents, Inc. Pension Plan Los Angeles Collective Bargaining Unit

Pension (defined benefit), frozenMerged

Merged. In 2011 its assets moved to the Data Documents, Inc. Pension Plan, sponsored by Staples, Inc. (EIN 04-2896127, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 008Employer EIN 04-2896127
Participants (2010): 16
Net assets (2010): $521,003
Plan administrator: Staples, Inc
500 Staples Drive
Framingham, MA 01702
(508) 253-5000As filed for 2011
In effect since: February 1, 1988

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	not listed
2010	16	$521,003	not listed
2009	16	$478,921	not listed

Data Documents, Inc. Pension Plan Denver Collective Bargaining Unit

Pension (defined benefit), frozenMerged

Merged. In 2011 its assets moved to the Data Documents, Inc. Pension Plan, sponsored by Staples, Inc. (EIN 04-2896127, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number: 009Employer EIN 04-2896127
Participants (2010): 43
Net assets (2010): $693,980
Plan administrator: Staples, Inc.
500 Staples Drive
Framingham, MA 01702
(508) 253-5000As filed for 2011
In effect since: February 1, 1988

Earlier sponsor: Corporate Express Document & Print Management (2009).

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	not listed
2010	43	$693,980	not listed
2009	43	$480,806	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Staples, Inc. Employees' 401(k) 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 ((508) 253-5000). 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.