# Belk Pension Plan

Belk Pension Plan is a Pension Fund based in Charlotte, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, North Carolina, United States
- **Founded:** 1969
- **Assets under management:** Undisclosed
- **Website:** mybelkbenefits.com

## Regulatory record

- **Reports private funds:** No

## About

The Belk Pension Plan was founded in 1969. Thomas M. Belk, Jr., H.W. McKay Belk and John R. Belk have each served as trustees. The plan provides retirement income to employees of the former Belk Stores Services. The plan maintains a defined benefit structure that pays a fixed monthly amount upon retirement. Assets are held in the Belk Pension Plan Trust in Charlotte. No public information details current asset allocation or external managers. The plan maintains ties to the Belk family through its trustees. Sycamore Partners acquired Belk, Inc. in 2015. No additional offices or recent operational events are recorded. The plan functions as a sponsor-specific defined benefit trust rather than a multi-employer or public fund.

## People

- Thomas M. Belk, Jr. — Trustee
- H.W. McKay Belk — Trustee
- John R. Belk — Trustee

## Questions

### Who runs investment decisions at Belk Pension Plan?

Trustees Thomas M. Belk, Jr., H.W. McKay Belk and John R. Belk oversee the plan.

### What type of plan does Belk Pension Plan operate?

It is a single-employer defined benefit plan that pays a fixed monthly retirement benefit.

### Where is the Belk Pension Plan headquartered?

The plan is based in Charlotte, North Carolina.

### When was the Belk Pension Plan established?

The plan was founded in 1969.

### How is Belk Pension Plan connected to Belk Stores Services?

The plan was created to serve qualified employees of Belk Stores Services.

## Related profiles

- [Beliade](https://altss.com/profile/beliade)
- [Bell and Brown Wealth Advisors](https://altss.com/profile/bell-and-brown-wealth-advisors)

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Updated: 2026-06-03T20:00:00.000Z

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