Caleres, Inc. Retirement Plan — Form 5500 plan (Caleres, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Caleres, Inc. Retirement Plan is a benefit plan reported by Caleres, Inc. under EIN 43-0197190 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,071 participants and $343,664,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caleres, Inc.
- EIN
- 43-0197190
- Plan number
- 002
- Plan type
- 2
- Location
- Saint Louis, MO
- Latest filing year
- 2023
- Participants
- 8,071
- End-of-year plan assets
- $343,664,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,071 | H, C | 20241015135100NAL0049714512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $343,664,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $343,664,745
- Net assets (BOY)
- $333,152,845
Income & contributions
- Total contributions
- $0
- Total income / additions
- $27,502,200
Expenses & distributions
- Benefits paid
- $13,973,902
- Administrative expenses
- $3,016,398
- Total expenses
- $16,990,300
- Net increase / (decrease)
- $10,511,900
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Benefit Guaranty Group | OTHER FEES | $774,816 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | ACTUARIAL | $749,577 | not reported in the loaded dataset | 2023 |
| Truist | MASTER TRUSTEE | $307,479 | not reported in the loaded dataset | 2023 |
| Robeco | INVESTMENT MANAGER | $301,945 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Mgmt | INVESTMENT MANAGER | $272,141 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | INVESTMENT MANAGER | $225,899 | not reported in the loaded dataset | 2023 |
| T Rowe | INVESTMENT MANAGER | $209,023 | not reported in the loaded dataset | 2023 |
| Cap Trust | INVESTMENT ADVISORY | $170,343 | not reported in the loaded dataset | 2023 |
| Aetna | MANAGER | $5,175 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caleres, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Saint Louis, MO
- Pension Benefit Guaranty Group — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Truist — Schedule C compensation
- Robeco — Schedule C compensation
- Legal & General Investment Mgmt — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- T Rowe — Schedule C compensation
- Cap Trust — Schedule C compensation
- Aetna — Schedule C compensation