401(k) · DOL Form 5500 · 2022

Macquarie Holdings (U.S.a.) Inc. 401(k) Plan

Data updated 2026-08-25

$470M
Total assets Above avg plan size
2,013
Participants Near avg headcount
98th
Percentile by assets National rank
$233,703
Avg per participant Above avg balance/head
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Official DOL plan name: Macquarie Holdings (USA) Inc. 401(k) Plan and Trust · Sponsored by Macquarie Holdings (U.S.a.) Inc. · New York · Finance & Insurance

$470M in assets, 2,013 participants

Macquarie Holdings (U.S.a.) Inc.'s Macquarie Holdings (USA) Inc. 401(k) Plan and Trust reported $470M in total assets and 2,013 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,888 in Finance & Insurance (9,261 peers)

Coverage in New York

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust covers 2,013 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $470M.

#8,888
in Finance & Insurance (9,261 peers)
-16.3%
assets change YoY
4.7×
vs typical plan assets (national mean)

The plan reported a net loss of $92M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust's outsized position by total assets

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$470,443,265 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macquarie Holdings (USA) Inc. 401(k) Plan and Trust lands in the large band (2,013 participants).

Plan-year Form 5500 strip

Filing strip 133789912 · Macquarie Holdings (U.S.a.) Inc. PY 2022 · 401(k)

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust · $470M · 2,013 · 98th

  • PART $470M
  • TYPE 2,013
  • NET 98th
  • BOOK 401(k)
  • VS-ST near Colas Inc. and Subsidiaries 401(k) Savings Plan
  • BOY ind #8888

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust in the asset neighbourhood

Agc Southwest Chapters 401(k) PlanAgc Southwest Chapters 401(k…$471MMacquarie Holdings (USA) Inc. 401(k) Plan and TrustMacquarie Holdings (USA) Inc…$470MColas Inc. and Subsidiaries 401(k) Savings PlanColas Inc. and Subsidiaries …$470MBeacon Sales Acquisition, Inc. 401(k) Profit Sharing PlanBeacon Sales Acquisition, In…$470MAci Worldwide Corp 401(k) PlanAci Worldwide Corp 401(k) Pl…$469M
End-of-year total assets ($M) among Macquarie Holdings (USA) Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$562M
Net Assets (End of Year)$470M
Net Income-$92M
Employer EIN133789912
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Macquarie Holdings (U.S.a.) Inc.)

Sponsor-wide plan assets over time

All Macquarie Holdings (U.S.a.) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$721M 53.185612934643665% vs 2022
2024 filing year
$400M$500M$600M$700M$800M 202220232024 $470M $721M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 2,013 $470M
2023 1 2,280 $600M
2024 1 2,432 $721M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Macquarie Holdings (USA) Inc. 401(k) Plan and Trust, Total assets ($B): 0.470443265 · Participants: 2013Macquarie Holdings (USA) Inc. 401(k) Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Macquarie Holdings (USA) Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Macquarie Holdings (USA) Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Colas Inc. and Subsidiaries 401(k) Savings Plan in NJ ($470M); by covered participants it is Quick Chek Corporation 401(k) Savings and Retirement Plan in NJ (2,014 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($470M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,013 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Macquarie Holdings (USA) Inc. 401(k) Plan and Trust assets move in 2022? ▼
Macquarie Holdings (USA) Inc. 401(k) Plan and Trust declined sharply - down 16.3% during 2022, from $562M to $470M. Reported net income was -$92M.
How have Macquarie Holdings (U.S.a.) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macquarie Holdings (U.S.a.) Inc.'s sponsor-wide assets grew 53.2%, from $470M to $721M.
Where does Macquarie Holdings (USA) Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Macquarie Holdings (USA) Inc. 401(k) Plan and Trust ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Macquarie Holdings (USA) Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Colas Inc. and Subsidiaries 401(k) Savings Plan in NJ ($470M, 3,390 participants).
Which 401(k) plans cover a similar participant headcount to Macquarie Holdings (USA) Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Quick Chek Corporation 401(k) Savings and Retirement Plan in NJ (2,014 participants, $61M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133789912.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.