Zale 401(k) plan

Zale Corporation, Irving, TX. EIN 75-0675400. Annual reports 2009–2015.

Zale Corporation has no active retirement plan on file. Its last annual report was for 2015. Its Zale Corporation Savings & Investment Plan was merged into Sterling Jewelers Inc. 401(k) Retirement Savings Plan and Trust in 2015. No traditional pension plan appears in Zale's filings since 2009.

Active plans
0
Plans on file
1
Industry
Retail

The plan

Zale Corporation Savings & Investment Plan

401(k)Merged

Merged. In 2015 its assets moved to the Sterling Jewelers Inc. 401(k) Retirement Savings Plan and Trust, sponsored by Sterling Jewelers Inc. (EIN 52-0964503, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 75-0675400
Participants (2014)
7,681
Net assets (2014)
$108 million
Recordkeeper
Fidelity2010–2015
Plan administrator
Zale Corporation
901 W. Walnut Hill Lane
Irving, TX 75038
(972) 580-4000As filed for 2015
In effect since
April 3, 2006

Earlier plan names: Zale Corporation Savings and Investment Plan.

Year by year, 2009 to 2015
Plan yearParticipantsNet assetsRecordkeeper
20150$0Fidelity
20147,681$108 millionFidelity
20137,427$103 millionFidelity
20129,735$90.0 millionFidelity
201110,483$82.5 millionFidelity
20109,986$85.6 millionFidelity
20099,684$121 millionnot listed

Plans that moved to another employer

PlanNow sponsored bySince
Signet Jewelers Puerto Rico Retirement Savings PlanSterling Jewelers Inc.2016

These plans once filed under Zale's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

  1. 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.
  2. 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

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

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