Zale Corporation
Plan context: ZALE CORPORATION PUERTO RICO EMPLOYEES SAVINGS AND INVESTMENT
EIN 75-0675400 • Irving, TX • 82 filings • 22 plans
Current Snapshot
Latest Year
2016
2016 Participants
6,424
2016 Assets
$964,062
2016 Contributions
$17,246,104
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Zale Corporation Benefits Plan | - | 0 | - | - | - |
| 2015 | 4 | 6,424 | $964,062 | $17,246,104 | $2,685iApproximate average salary by contribution assumption: employee only about $67,116 at 4% or $44,744 at 6%; with 50% employer match about $44,744 at 4% or $29,829 at 6%; with 100% employer match about $33,558 at 4% or $22,372 at 6%. |
| ZALE CORPORATION PUERTO RICO EMPLOYEES SAVINGS AND INVESTMENT | - | 201 | $964,062 | $110,375 | $549iApproximate average salary by contribution assumption: employee only about $13,728 at 4% or $9,152 at 6%; with 50% employer match about $9,152 at 4% or $6,101 at 6%; with 100% employer match about $6,864 at 4% or $4,576 at 6%. |
| Zale Corporation Puerto Rico Employees Savings and Investment Plan | - | 0 | - | $17,135,729 | - |
| Zale Severance Plan | - | 6,299 | - | - | - |
| Zale Corporation Benefits Plan | - | 6,424 | - | - | - |
| 2014 | 4 | 13,571 | $108,637,385 | $12,556,981 | $925iApproximate average salary by contribution assumption: employee only about $23,132 at 4% or $15,421 at 6%; with 50% employer match about $15,421 at 4% or $10,281 at 6%; with 100% employer match about $11,566 at 4% or $7,711 at 6%. |
| Zale Corporation Puerto Rico Employees Savings and Investment Plan | - | 6,294 | $107,578,494 | $12,476,315 | $1,982iApproximate average salary by contribution assumption: employee only about $49,556 at 4% or $33,038 at 6%; with 50% employer match about $33,038 at 4% or $22,025 at 6%; with 100% employer match about $24,778 at 4% or $16,519 at 6%. |
| ZALE CORPORATION PUERTO RICO EMPLOYEES SAVINGS AND INVESTMENT | - | 123 | $1,058,891 | $80,666 | $656iApproximate average salary by contribution assumption: employee only about $16,396 at 4% or $10,930 at 6%; with 50% employer match about $10,930 at 4% or $7,287 at 6%; with 100% employer match about $8,198 at 4% or $5,465 at 6%. |
| Zale Severance Plan | - | 4,786 | - | - | - |
| Zale Corporation Benefits Plan | - | 13,571 | - | - | - |
| 2013 | 4 | 11,921 | $104,112,832 | $10,832,231 | $909iApproximate average salary by contribution assumption: employee only about $22,717 at 4% or $15,144 at 6%; with 50% employer match about $15,144 at 4% or $10,096 at 6%; with 100% employer match about $11,358 at 4% or $7,572 at 6%. |
| Zale Corporation Puerto Rico Employees Savings and Investment Plan | - | 5,958 | $102,789,220 | $10,737,621 | $1,802iApproximate average salary by contribution assumption: employee only about $45,055 at 4% or $30,037 at 6%; with 50% employer match about $30,037 at 4% or $20,025 at 6%; with 100% employer match about $22,528 at 4% or $15,018 at 6%. |
| ZALE CORPORATION PUERTO RICO EMPLOYEES SAVINGS AND INVESTMENT | - | 152 | $1,323,612 | $94,610 | $622iApproximate average salary by contribution assumption: employee only about $15,561 at 4% or $10,374 at 6%; with 50% employer match about $10,374 at 4% or $6,916 at 6%; with 100% employer match about $7,780 at 4% or $5,187 at 6%. |
| Zale Corporation Benefits Plan | - | 11,921 | - | - | - |
| Zale Severance Plan | - | 4,928 | - | - | - |
| 2012 | 4 | 13,030 | $91,501,014 | $9,394,140 | $721iApproximate average salary by contribution assumption: employee only about $18,024 at 4% or $12,016 at 6%; with 50% employer match about $12,016 at 4% or $8,011 at 6%; with 100% employer match about $9,012 at 4% or $6,008 at 6%. |
| Zale Corporation Puerto Rico Employees Savings and Investment Plan | - | 8,358 | $90,092,170 | $9,287,734 | $1,111iApproximate average salary by contribution assumption: employee only about $27,781 at 4% or $18,521 at 6%; with 50% employer match about $18,521 at 4% or $12,347 at 6%; with 100% employer match about $13,890 at 4% or $9,260 at 6%. |
| ZALE CORPORATION PUERTO RICO EMPLOYEES SAVINGS AND INVESTMENT PLAN | - | 212 | $1,408,844 | $106,406 | $502iApproximate average salary by contribution assumption: employee only about $12,548 at 4% or $8,365 at 6%; with 50% employer match about $8,365 at 4% or $5,577 at 6%; with 100% employer match about $6,274 at 4% or $4,183 at 6%. |
| Zale Corporation Benefits Plan | - | 13,030 | - | - | - |
| Zale Severance Plan | - | 4,649 | - | - | - |
| 2011 | 4 | 10,779 | $84,322,100 | $8,236,301 | $764iApproximate average salary by contribution assumption: employee only about $19,103 at 4% or $12,735 at 6%; with 50% employer match about $12,735 at 4% or $8,490 at 6%; with 100% employer match about $9,551 at 4% or $6,368 at 6%. |
| Zale Corporation Puerto Rico Employees Savings and Investment Plan | - | 8,190 | $82,490,463 | $8,117,323 | $991iApproximate average salary by contribution assumption: employee only about $24,778 at 4% or $16,519 at 6%; with 50% employer match about $16,519 at 4% or $11,013 at 6%; with 100% employer match about $12,389 at 4% or $8,259 at 6%. |
| ZALE CORPORATION PUERTO RICO EMPLOYEES SAVINGS AND INVESTMENT PLAN | - | 178 | $1,831,637 | $118,978 | $668iApproximate average salary by contribution assumption: employee only about $16,710 at 4% or $11,140 at 6%; with 50% employer match about $11,140 at 4% or $7,427 at 6%; with 100% employer match about $8,355 at 4% or $5,570 at 6%. |
| Zale Severance Plan | - | 6,499 | - | - | - |
| Zale Corporation Benefits Plan | - | 10,779 | - | - | - |
| 2010 | 4 | 13,287 | $87,552,885 | $6,647,324 | $500iApproximate average salary by contribution assumption: employee only about $12,507 at 4% or $8,338 at 6%; with 50% employer match about $8,338 at 4% or $5,559 at 6%; with 100% employer match about $6,254 at 4% or $4,169 at 6%. |
| Zale Corporation Puerto Rico Employees Savings and Investment Plan | - | 8,106 | $85,645,291 | $6,524,954 | $805iApproximate average salary by contribution assumption: employee only about $20,124 at 4% or $13,416 at 6%; with 50% employer match about $13,416 at 4% or $8,944 at 6%; with 100% employer match about $10,062 at 4% or $6,708 at 6%. |
| ZALE CORPORATION PUERTO RICO EMPLOYEES SAVINGS AND INVESTMENT PLAN | - | 189 | $1,907,594 | $122,370 | $647iApproximate average salary by contribution assumption: employee only about $16,187 at 4% or $10,791 at 6%; with 50% employer match about $10,791 at 4% or $7,194 at 6%; with 100% employer match about $8,093 at 4% or $5,396 at 6%. |
| Zale Corporation Benefits Plan | - | 13,287 | - | - | - |
| Zale Severance Plan | - | 6,478 | - | - | - |
| 2009 | 5 | 16,727 | $121,256,785 | $11,579,772 | $692iApproximate average salary by contribution assumption: employee only about $17,307 at 4% or $11,538 at 6%; with 50% employer match about $11,538 at 4% or $7,692 at 6%; with 100% employer match about $8,654 at 4% or $5,769 at 6%. |
| Zale Corporation Puerto Rico Employees Savings and Investment Plan | - | 7,722 | $120,834,038 | $11,397,051 | $1,476iApproximate average salary by contribution assumption: employee only about $36,898 at 4% or $24,599 at 6%; with 50% employer match about $24,599 at 4% or $16,399 at 6%; with 100% employer match about $18,449 at 4% or $12,299 at 6%. |
| Zale Corporation Puerto Rico Employees Savings and Investment Plan | - | 200 | $422,747 | $182,721 | $914iApproximate average salary by contribution assumption: employee only about $22,840 at 4% or $15,227 at 6%; with 50% employer match about $15,227 at 4% or $10,151 at 6%; with 100% employer match about $11,420 at 4% or $7,613 at 6%. |
| Zale Employee Child Care Association Plan & Trust | - | - | - | - | - |
| Zale Severance Plan | - | 6,223 | - | - | - |
| Zale Corporation Benefits Plan | - | 16,727 | - | - | - |
| 2008 | 5 | 18,412 | $75,569,261 | $10,724,479 | $582iApproximate average salary by contribution assumption: employee only about $14,562 at 4% or $9,708 at 6%; with 50% employer match about $9,708 at 4% or $6,472 at 6%; with 100% employer match about $7,281 at 4% or $4,854 at 6%. |
| Zale Corporation Puerto Rico Employees Savings and Investment Plan | - | 18,412 | $75,363,023 | $10,476,317 | $569iApproximate average salary by contribution assumption: employee only about $14,225 at 4% or $9,483 at 6%; with 50% employer match about $9,483 at 4% or $6,322 at 6%; with 100% employer match about $7,112 at 4% or $4,742 at 6%. |
| Zale Corporation Puerto Rico Employees Savings and Investment Plan | - | 435 | $206,238 | $248,162 | $570iApproximate average salary by contribution assumption: employee only about $14,262 at 4% or $9,508 at 6%; with 50% employer match about $9,508 at 4% or $6,339 at 6%; with 100% employer match about $7,131 at 4% or $4,754 at 6%. |
| Zale Corporation Benefits Plan | - | 15,409 | - | - | - |
| Zale Employee Child Care Association Plan & Trust | - | 10 | - | - | - |
| Zale Severance Plan | - | 135 | - | - | - |
| 2007 | 2 | 163 | $0 | $0 | - |
| Zale Severance Plan | - | 163 | - | - | - |
| Zale Employee Child Care Association Plan & Trust | - | 16 | - | - | - |
| 2006 | 2 | 169 | $0 | $0 | - |
| Zale Employee Child Care Association Plan & Trust | - | 16 | - | - | - |
| Zale Severance Plan | - | 169 | - | - | - |
| 2005 | 7 | 192 | $0 | $1,162,445 | $6,054iApproximate average salary by contribution assumption: employee only about $151,360 at 4% or $100,907 at 6%; with 50% employer match about $100,907 at 4% or $67,271 at 6%; with 100% employer match about $75,680 at 4% or $50,453 at 6%. |
| Zale Employee Child Care Association Plan & Trust | - | 35 | - | - | - |
| Zale Severance Plan | - | 192 | - | - | - |
| ZALE AND AFFILIATES HEALTH AND WELFARE PLAN FOR HOURLY | - | 0 | - | - | - |
| Zale Group Term Life Insurance Plan | - | 0 | - | $775,120 | - |
| ZALE AND AFFILIATES HEALTH AND WELFARE PLAN FOR SALARY | - | 0 | - | - | - |
| ZALE LONG TERM DISABILITY INSURANCE | - | 0 | - | $376,092 | - |
| ZALE BUSINESS TRAVEL PLAN | - | 0 | - | $11,233 | - |
| 2004 | 7 | 19,000 | $0 | $1,751,119 | $92iApproximate average salary by contribution assumption: employee only about $2,304 at 4% or $1,536 at 6%; with 50% employer match about $1,536 at 4% or $1,024 at 6%; with 100% employer match about $1,152 at 4% or $768 at 6%. |
| ZALE AND AFFILIATES HEALTH AND WELFARE PLAN FOR HOURLY | - | 6,487 | - | - | - |
| ZALE AND AFFILIATES HEALTH AND WELFARE PLAN FOR SALARY | - | 2,258 | - | - | - |
| ZALE BUSINESS TRAVEL PLAN | - | 19,000 | - | $11,609 | $1iApproximate average salary by contribution assumption: employee only about $15 at 4% or $10 at 6%; with 50% employer match about $10 at 4% or $7 at 6%; with 100% employer match about $8 at 4% or $5 at 6%. |
| Zale Group Term Life Insurance Plan | - | 8,396 | - | $1,169,534 | $139iApproximate average salary by contribution assumption: employee only about $3,482 at 4% or $2,322 at 6%; with 50% employer match about $2,322 at 4% or $1,548 at 6%; with 100% employer match about $1,741 at 4% or $1,161 at 6%. |
| ZALE LONG TERM DISABILITY INSURANCE | - | 2,312 | - | $569,976 | $247iApproximate average salary by contribution assumption: employee only about $6,163 at 4% or $4,109 at 6%; with 50% employer match about $4,109 at 4% or $2,739 at 6%; with 100% employer match about $3,082 at 4% or $2,054 at 6%. |
| Zale Severance Plan | - | 11,608 | - | - | - |
| Zale Employee Child Care Association Plan & Trust | - | 21 | - | - | - |
| 2003 | 7 | 18,000 | $0 | $1,473,951 | $82iApproximate average salary by contribution assumption: employee only about $2,047 at 4% or $1,365 at 6%; with 50% employer match about $1,365 at 4% or $910 at 6%; with 100% employer match about $1,024 at 4% or $682 at 6%. |
| ZALE AND AFFILIATES HEALTH AND WELFARE PLAN FOR SALARY | - | 2,105 | - | - | - |
| ZALE AND AFFILIATES HEALTH AND WELFARE PLAN FOR HOURLY | - | 7,663 | - | - | - |
| Zale Group Term Life Insurance Plan | - | 8,695 | - | $1,071,794 | $123iApproximate average salary by contribution assumption: employee only about $3,082 at 4% or $2,054 at 6%; with 50% employer match about $2,054 at 4% or $1,370 at 6%; with 100% employer match about $1,541 at 4% or $1,027 at 6%. |
| ZALE LONG TERM DISABILITY INSURANCE | - | 1,572 | - | $390,548 | $248iApproximate average salary by contribution assumption: employee only about $6,211 at 4% or $4,141 at 6%; with 50% employer match about $4,141 at 4% or $2,760 at 6%; with 100% employer match about $3,106 at 4% or $2,070 at 6%. |
| Zale Employee Child Care Association Plan & Trust | - | 21 | - | - | - |
| Zale Severance Plan | - | 8,141 | - | - | - |
| ZALE BUSINESS TRAVEL PLAN | - | 18,000 | - | $11,609 | $1iApproximate average salary by contribution assumption: employee only about $16 at 4% or $11 at 6%; with 50% employer match about $11 at 4% or $7 at 6%; with 100% employer match about $8 at 4% or $5 at 6%. |
| 2002 | 7 | 16,500 | $0 | $0 | - |
| ZALE AND AFFILIATES HEALTH AND WELF ARE PLAN FOR HOURLY | - | 6,758 | - | - | - |
| ZALE AND AFFILIATES HEALTH AND WELF ARE PLAN FOR SALARY | - | 2,370 | - | - | - |
| Zale Group Term Life Insurance Plan | - | 8,785 | - | - | - |
| ZALE LONG TERM DISABILITY INSURANCE | - | 2,848 | - | - | - |
| ZALE BUSINESS TRAVEL PLAN | - | 16,500 | - | - | - |
| Zale Severance Plan | - | 8,123 | - | - | - |
| Zale Employee Child Care Association Plan & Trust | - | 30 | - | - | - |
| 2001 | 7 | 16,500 | $0 | $917,569 | $56iApproximate average salary by contribution assumption: employee only about $1,390 at 4% or $927 at 6%; with 50% employer match about $927 at 4% or $618 at 6%; with 100% employer match about $695 at 4% or $463 at 6%. |
| Zale Severance Plan | - | 0 | - | - | - |
| ZALE AND AFFILIATES HEALTH AND WELFARE PLAN FOR SALARY | - | 1,962 | - | - | - |
| ZALE AND AFFILIATES HEALTH AND WELFARE PLAN FOR HOURLY | - | 4,577 | - | - | - |
| ZALE LONG TERM DISABILITY INSURANCE | - | 2,613 | - | - | - |
| ZALE BUSINESS TRAVEL PLAN | - | 16,500 | - | $10,746 | $1iApproximate average salary by contribution assumption: employee only about $16 at 4% or $11 at 6%; with 50% employer match about $11 at 4% or $7 at 6%; with 100% employer match about $8 at 4% or $5 at 6%. |
| Zale Group Term Life Insurance Plan | - | 8,725 | - | $906,823 | $104iApproximate average salary by contribution assumption: employee only about $2,598 at 4% or $1,732 at 6%; with 50% employer match about $1,732 at 4% or $1,155 at 6%; with 100% employer match about $1,299 at 4% or $866 at 6%. |
| Zale Employee Child Care Association Plan & Trust | - | 30 | - | - | - |
| 2000 | 8 | 16,480 | $0 | $0 | - |
| Zale Severance Plan | - | 6,978 | - | - | - |
| Zale Employee Child Care Association Plan & Trust | - | 32 | - | - | - |
| ZALE AND AFFILIATES HEALTH AND WELFARE PLAN FOR SALARY | - | 1,889 | - | - | - |
| ZALE AND AFFILIATES HEALTH AND WELFARE PLAN FOR HOURLY | - | 4,440 | - | - | - |
| Zale Corporation Puerto Rico Employees Savings and Investment Plan | - | 13,503 | - | - | - |
| Zale Group Term Life Insurance Plan | - | 8,363 | - | - | - |
| ZALE BUSINESS TRAVEL PLAN | - | 16,480 | - | - | - |
| ZALE LONG TERM DISABILITY INSURANCE | - | 1,700 | - | - | - |