Plan5500

Macquarie Management Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Macquarie Management Holdings, Inc. (EIN 23-2693133) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-2693133
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Macquarie Management Holdings, Inc.

  • 2 loaded plans hold $510.3M in reported assets.
  • The largest, Macquarie Management Holdings, Inc. Employees' Savings And 401(K) Plan, holds 76% of this company's reported plan assets.
  • Plans cover 1,563 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$510.3MSummed across loaded plans$510,266,480
Total reported assets$510.3M$510,266,480
Total reported participants1.6K1,563
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$510.3M total assets
Net assets$510.3MLiabilities$0
Contributions & income
Employer contributions$5.5M
Participant contributions$10.9M
Total income / additions$86.3M
Expenses & distributions
Benefits paid / distributions$50.8M
Total expenses$50.8M
Net increase / (decrease)$35.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets76%Macquarie Management Holdings, Inc. Employees' Savings And 401(K) Plan
Participants per plan782Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Macquarie Management Holdings, Inc. Employees' Savings And 401(K) Plan$388.1M
    Plan #002 · 974 participants · 2023
  2. 2
    Macquarie Management Holdings, Inc. Retirement Plan$122.1M
    Plan #001 · 589 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Macquarie Management Holdings, Inc.. Open one for its full reported snapshot.

  1. 2023
    Macquarie Management Holdings, Inc. Employees' Savings And 401(K) Plan974 participants · 2Sch HSch C
    View filing →
  2. 2023
    Macquarie Management Holdings, Inc. Retirement Plan589 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Macquarie Management Holdings, Inc. report on Form 5500?
Macquarie Management Holdings, Inc. (EIN 23-2693133) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Macquarie Management Holdings, Inc.?
The Employer Identification Number (EIN) reported for Macquarie Management Holdings, Inc. is 23-2693133.
What is the latest Form 5500 filing year for Macquarie Management Holdings, Inc.?
The latest loaded Form 5500 filing year for Macquarie Management Holdings, Inc. is 2023.

Related Form 5500 pages