Macys Inc 401(K) Retirement Investment Plan — Form 5500 plan (Macys, 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, Macys Inc 401(K) Retirement Investment Plan is a benefit plan reported by Macys, Inc. under EIN 13-3324058 and plan number 013. The latest loaded filing year is 2023. The filing reports 130,388 participants and $4,260,324,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Macys, Inc.
- EIN
- 13-3324058
- Plan number
- 013
- Plan type
- 2
- Location
- Springdale, OH
- Latest filing year
- 2023
- Participants
- 130,388
- End-of-year plan assets
- $4,260,324,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130,388 | H, C | 20241010111100NAL0011405027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,260,324,000
- Total liabilities (EOY)
- $700,000
- Net assets (EOY)
- $4,259,624,000
- Net assets (BOY)
- $3,721,089,000
Income & contributions
- Employer contributions
- $84,252,000
- Participant contributions
- $225,747,000
- Total contributions
- $309,999,000
- Total income / additions
- $903,903,000
Expenses & distributions
- Benefits paid
- $361,837,000
- Administrative expenses
- $3,531,000
- Total expenses
- $365,368,000
- Net increase / (decrease)
- $538,535,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | RECORDKEEPING | $2,918,093 | $0 | 2023 |
| Macy'S Credit & Customer Service | PLAN ADM | $455,435 | not reported in the loaded dataset | 2023 |
| Clark Schaefer Hackett & Co | AUDITORS | $43,700 | not reported in the loaded dataset | 2023 |
| Rocaton Investment Advisors | CONSULTANT | $37,500 | not reported in the loaded dataset | 2023 |
| Rsvp Direct Inc | PART COMM | $32,861 | not reported in the loaded dataset | 2023 |
| Classical Marketing LLC | PART COMM | $25,311 | not reported in the loaded dataset | 2023 |
| Fund Evaluation Group LLC | CONSULTANT | $12,000 | not reported in the loaded dataset | 2023 |
| Banco Popular De Puerto Rico | PART COMM | $5,990 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Macys, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Springdale, OH
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Macy'S Credit & Customer Service — Schedule C compensation
- Clark Schaefer Hackett & Co — Schedule C compensation
- Rocaton Investment Advisors — Schedule C compensation
- Rsvp Direct Inc — Schedule C compensation
- Classical Marketing LLC — Schedule C compensation
- Fund Evaluation Group LLC — Schedule C compensation
- Banco Popular De Puerto Rico — Schedule C compensation