Defined Benefit (Pension) · DOL Form 5500 · 2022
Macys Inc Pension Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 20,642
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $111,347
- Avg per participant Below avg balance/head
Official DOL plan name: Macys Inc Cash Account Pension Plan · Sponsored by Macys Inc · Ohio · Retail Trade
$2.3B in assets, 20,642 participants
Macys Inc's Macys Inc Cash Account Pension Plan reported $2.3B in total assets and 20,642 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,487 in Retail Trade (9,519 peers)
Coverage in Ohio
Macys Inc Cash Account Pension Plan covers 20,642 participants in Ohio, 27x the typical Ohio plan (state average ~765 per filing). Assets: $2.3B.
- #9,487
- in Retail Trade (9,519 peers)
- -23.3%
- assets change YoY
- 23×
- vs typical plan assets (national mean)
The plan reported a net loss of $697M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Macys Inc Cash Account Pension Plan's outsized position by total assets
Macys Inc Cash Account Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,298,426,000 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Macys Inc Cash Account Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macys Inc Cash Account Pension Plan is a mega filing (20,642 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 133324058 · Macys Inc PY 2022 · Defined Benefit (Pension)
Macys Inc Cash Account Pension Plan · $2.3B · 20,642 · 100th
- 5500 $2.3B
- ASSETS 20,642
- PCT 100th
- EIN Defined Benefit (Pension)
- RANK near The Keyspan Retirement Plan
- PHOTO ind #9487
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 Retail Trade retirement plans → · Plans in Ohio →
Macys Inc Cash Account Pension Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $3.0B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | -$697M |
| Employer EIN | 133324058 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Macys Inc)
Sponsor-wide plan assets over time
All Macys Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.5B 8.150460169982512% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 138,105 | $6.0B |
| 2023 | 2 | 139,005 | $6.3B |
| 2024 | 2 | 126,713 | $6.5B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Scale composition for Macys Inc Cash Account Pension Plan
Macys Inc Cash Account Pension Plan reports $2.3B in end-of-year assets across 20,642 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $111,347 per participant (81% of the national average assets-per-participant) . Net income for plan year 2022 was -$697M.
This plan identity (EIN 133324058, plan #012) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $1.9B (-18.4%) while covered participants moved from 20,642 to 17,160 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,642 | $2.3B | This page |
| 2023 | 18,751 | $2.0B | Open filing |
| 2024 · index core | 17,160 | $1.9B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Macys Inc 401(k) Retirement Investment Plan (401(k), $4.6B, 109,553 participants)
- Macys Inc Cash Account Pension Plan (Defined Benefit (Pension), $1.9B, 17,160 participants)
Macys Inc Cash Account Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is The Keyspan Retirement Plan in NY ($2.3B); by covered participants it is The Hcsc Employees Pension Plan in TX (20,684 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- The Keyspan Retirement Plan (NY) $2.3B · 2,946
- Excavators Union Local 731 Pension Fund (NY) $2.3B · 5,145
- Paccar Inc Retirement Plan (WA) $2.3B · 8,688
- Club Pension Plan (CA) $2.3B · 9,816
Similar participant headcount
Nearest other-state filings by covered participants (20,642 participants); asset peers above are excluded.
- The Hcsc Employees Pension Plan (TX) 20,684 · 42 off
- Employees' Retirement Plan of Duke University (NC) 20,542 · 100 off
- Retirement Plan of International Paper Company (TN) 20,914 · 272 off
- Sentara Pension Plan (VA) 20,272 · 370 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.