The Neiman Marcus Group LLC Retirement Savings Plan — Form 5500 plan (The Neiman Marcus Group LLC)

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, The Neiman Marcus Group LLC Retirement Savings Plan is a benefit plan reported by The Neiman Marcus Group LLC under EIN 95-4119509 and plan number 003. The latest loaded filing year is 2023. The filing reports 16,286 participants and $1,241,350,833 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.2BPlan net assets, end of year$1,241,350,833
Participants16.3KCovered participants reported16,286
Assets / participant$76.2KComputed: assets ÷ participants$76,222 (computed)
Provider compensation$766.4K2 Schedule C provider row(s)$766,350
Plan sponsor
The Neiman Marcus Group LLC
EIN
95-4119509
Plan number
003
Plan type
2
Location
Dallas, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,286H, C20240515162712NAL0049541489001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.2B total assets
Net assets$1.2BLiabilities$0
Money in vs. money out
Total income / additions$314.5M
Total expenses$137.5M
Benefits paid / distributions$136.7M
Contributions
Employer$27.1M
Participant$50.7M
Full reported line items

Net assets

Total assets (EOY)
$1,241,350,833
Total liabilities (EOY)
$0
Net assets (EOY)
$1,241,350,833
Net assets (BOY)
$1,064,284,212

Income & contributions

Employer contributions
$27,097,974
Participant contributions
$50,723,407
Total contributions
$83,181,719
Total income / additions
$314,532,651

Expenses & distributions

Benefits paid
$136,650,144
Administrative expenses
$755,099
Total expenses
$137,466,030
Net increase / (decrease)
$177,066,621
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$755,099$02023
Strategic Advisors, Inc.ADVISOR$11,251not reported in the loaded dataset2023

Related Form 5500 pages