Money Purchase · DOL Form 5500 · 2022

Macquarie Management Holdings, Inc. Money Purchase Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
222
Participants Below avg headcount
93rd
Percentile by assets National rank
$519,837
Avg per participant High balance/head
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Official DOL plan name: Macquarie Management Holdings, Inc. Retirement Plan · Sponsored by Macquarie Management Holdings, Inc. · New York · Management of Enterprises

$115M in assets, 222 participants

Macquarie Management Holdings, Inc.'s Macquarie Management Holdings, Inc. Retirement Plan reported $115M in total assets and 222 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #960 in Management of Enterprises (1,193 peers)

Coverage in New York

Macquarie Management Holdings, Inc. Retirement Plan covers 222 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $115M.

#960
in Management of Enterprises (1,193 peers)
-20.5%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Macquarie Management Holdings, Inc. Retirement Plan's outsized position by total assets

Macquarie Management Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$115,403,871 Top 7% higher than 93% 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 Management Holdings, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macquarie Management Holdings, Inc. Retirement Plan sits mid-pack in the medium band (222 participants).

DOL schedule card

Filing strip 232693133 · Macquarie Management Holdings, Inc. PY 2022 · Money Purchase

Macquarie Management Holdings, Inc. Retirement Plan · $115M · 222 · 93rd

  • PHOTO $115M
  • PHOTO 222
  • PHOTO 93rd
  • PHOTO Money Purchase
  • PHOTO near NECA-IBEW 177 Pension Fund
  • PHOTO ind #960

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 Management of Enterprises retirement plans → · Plans in New York →

Macquarie Management Holdings, Inc. Retirement Plan in the asset neighbourhood

Iron Workers Local 399 Annuity FundIron Workers Local 399 Annui…$117MCentral Iowa Carpenters Money Purchase PlanCentral Iowa Carpenters Mone…$116MMacquarie Management Holdings, Inc. Retirement PlanMacquarie Management Holding…$115MNECA-IBEW 177 Pension Fund$115MDechert LLP Pension Plan No. 1 for PartnersDechert LLP Pension Plan No.…$114M
End-of-year total assets ($M) among Macquarie Management Holdings, Inc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$115M
Net Income-$30M
Employer EIN232693133
Plan Effective Date1960-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Macquarie Management Holdings, Inc.)

Sponsor-wide plan assets over time

All Macquarie Management Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$539M 55.249419661929934% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $347M $539M ▲ +55.3%
Year Plans Participants Total Assets
2022 2 756 $347M
2023 2 872 $510M
2024 2 820 $539M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Macquarie Management Holdings, Inc. Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Macquarie Management Holdings, Inc. Retirement Plan, Total assets ($B): 0.115403871 · Participants: 222Macquarie Management Holdings, Inc. Retirement PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Macquarie Management Holdings, Inc. Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Macquarie Management Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Macquarie Management Holdings, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is NECA-IBEW 177 Pension Fund in FL ($115M); by covered participants it is Home Builders Institute Pension and Profit Sharing Plan in DC (222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Management Holdings, Inc. Retirement Plan assets move in 2022? ▼
Macquarie Management Holdings, Inc. Retirement Plan declined sharply - down 20.5% during 2022, from $145M to $115M. Reported net income was -$30M.
How have Macquarie Management Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macquarie Management Holdings, Inc.'s sponsor-wide assets grew 55.2%, from $347M to $539M.
Where does Macquarie Management Holdings, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Macquarie Management Holdings, Inc. Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Macquarie Management Holdings, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is NECA-IBEW 177 Pension Fund in FL ($115M, 1,358 participants).
Which Money Purchase plans cover a similar participant headcount to Macquarie Management Holdings, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Home Builders Institute Pension and Profit Sharing Plan in DC (222 participants, $19M 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 232693133.

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.