Macys Inc Cash Account Pension 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 Cash Account Pension Plan is a benefit plan reported by Macys Inc under EIN 13-3324058 and plan number 012. The latest loaded filing year is 2023. The filing reports 55,128 participants and $2,016,975,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Macys Inc
- EIN
- 13-3324058
- Plan number
- 012
- Plan type
- 2
- Location
- Springdale, OH
- Latest filing year
- 2023
- Participants
- 55,128
- End-of-year plan assets
- $2,016,975,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 55,128 | H, C | 20241014112904NAL0044322224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,016,975,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,016,975,000
- Net assets (BOY)
- $2,298,426,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $174,626,000
Expenses & distributions
- Benefits paid
- $444,595,000
- Administrative expenses
- $11,482,000
- Total expenses
- $456,077,000
- Net increase / (decrease)
- -$281,451,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | RECORDKEEPING | $2,383,097 | not reported in the loaded dataset | 2023 |
| Macy'S Inc. | PLAN ADM/PLAN COMM | $1,595,632 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc | ACTUARIAL | $692,164 | not reported in the loaded dataset | 2023 |
| Clark , Schaefer Hackett | AUDITORS | $46,000 | not reported in the loaded dataset | 2023 |
| Rsvp Direct, Inc. | PART COMM | $23,642 | not reported in the loaded dataset | 2023 |
| Classical Marketing, LLC | PART COMM | $19,619 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | PART COMM | $13,269 | 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 & Smi — Schedule C compensation
- Macy'S Inc. — Schedule C compensation
- Aon Consulting Inc — Schedule C compensation
- Clark , Schaefer Hackett — Schedule C compensation
- Rsvp Direct, Inc. — Schedule C compensation
- Classical Marketing, LLC — Schedule C compensation
- Pension Benefit Information — Schedule C compensation