2023 Form 5500 filing — Macys Inc 401(K) Retirement Investment Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010111100NAL0011405027001) for Macys Inc 401(K) Retirement Investment Plan, reported by Macys, Inc. under EIN 13-3324058 and plan number 013. It reports 130,388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111100NAL0011405027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Macys, Inc.
- EIN
- 13-3324058
- Plan number
- 013
- Location
- Springdale, OH
- Participants
- 130,388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,260,324,000
- Total liabilities (EOY)
- $700,000
- Net assets (EOY)
- $4,259,624,000
- Employer contributions
- $84,252,000
- Participant contributions
- $225,747,000
- Total income / additions
- $903,903,000
- Benefits paid
- $361,837,000
- Administrative expenses
- $3,531,000
- Total expenses
- $365,368,000
- Net increase / (decrease)
- $538,535,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | RECORDKEEPING | $2,918,093 | $0 |
| Macy'S Credit & Customer Service | PLAN ADM | $455,435 | not reported in the loaded dataset |
| Clark Schaefer Hackett & Co | AUDITORS | $43,700 | not reported in the loaded dataset |
| Rocaton Investment Advisors | CONSULTANT | $37,500 | not reported in the loaded dataset |
| Rsvp Direct Inc | PART COMM | $32,861 | not reported in the loaded dataset |
| Classical Marketing LLC | PART COMM | $25,311 | not reported in the loaded dataset |
| Fund Evaluation Group LLC | CONSULTANT | $12,000 | not reported in the loaded dataset |
| Banco Popular De Puerto Rico | PART COMM | $5,990 | not reported in the loaded dataset |