Macys Inc. Defined Contribution Plans Master Trust — 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. Defined Contribution Plans Master Trust is a benefit plan reported by Macys, Inc under EIN 13-3324058 and plan number 014. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $4,115,837,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Macys, Inc
- EIN
- 13-3324058
- Plan number
- 014
- Plan type
- 4
- Location
- Springdale, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $4,115,837,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241010105344NAL0011391299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,115,837,000
- Total liabilities (EOY)
- $190,000
- Net assets (EOY)
- $4,115,647,000
- Net assets (BOY)
- $3,583,497,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $593,518,000
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,119,000
- Total expenses
- $3,119,000
- Net increase / (decrease)
- $590,399,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metlife Management | INV. MGR. | $852,347 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | TRUSTEE | $290,000 | not reported in the loaded dataset | 2023 |
| Lincoln Premier Life Insurance | INV. MGR. | $194,966 | not reported in the loaded dataset | 2023 |
| Payden & Rygel Investment Mgmt | INV. MGR. | $174,695 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | INV. MGR. | $135,636 | not reported in the loaded dataset | 2023 |
| The Prudential Company Of America | INV. MGR. | $123,892 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | INV. MGR. | $93,750 | 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
- Metlife Management — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Lincoln Premier Life Insurance — Schedule C compensation
- Payden & Rygel Investment Mgmt — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- The Prudential Company Of America — Schedule C compensation
- Newport Trust Company — Schedule C compensation