401(k) · DOL Form 5500 · 2022

Macandrews & Forbes Group, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
201
Participants Below avg headcount
87th
Percentile by assets National rank
$214,726
Avg per participant Above avg balance/head
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Official DOL plan name: Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees · Sponsored by Macandrews & Forbes Group, LLC · New York · Management of Enterprises

$43M in assets, 201 participants

Macandrews & Forbes Group, LLC's Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees reported $43M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

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

Coverage in New York

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees covers 201 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $43M.

#822
in Management of Enterprises (1,193 peers)
-31.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees's outsized position by total assets

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees vs every filed plan by assets

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

$43,159,893 Top 13% higher than 87% 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

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees 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. Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees sits mid-pack in the medium band (201 participants).

DOL schedule card

Filing strip 132632773 · Macandrews & Forbes Group, LLC PY 2022 · 401(k)

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees · $43M · 201 · 87th

  • EIN $43M
  • RANK 201
  • PHOTO 87th
  • IND 401(k)
  • EOY near Brady Trane Service, Inc. 401(k) Plan and Trust
  • 5500 ind #822

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 →

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees in the asset neighbourhood

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for EmployeesMacandrews & Forbes Group, L…$43MBrady Trane Service, Inc. 401(k) Plan and TrustBrady Trane Service, Inc. 40…$43MCielo, Inc. 401(k) Plan$43MPropharma Group 401(k) Plan$43MLerch Bates 401(k) Retirement PlanLerch Bates 401(k) Retiremen…$43M
End-of-year total assets ($M) among Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$43M
Net Income-$20M
Employer EIN132632773
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Macandrews & Forbes Group, LLC)

Sponsor-wide plan assets over time

All Macandrews & Forbes Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 2.1478273822411933% vs 2022
2024 filing year
$43M$43.5M$44M$44.5M 202220232024 $43.2M $44.1M ▲ +2.2%
Year Plans Participants Total Assets
2022 1 201 $43M
2023 1 123 $44M
2024 1 117 $44M

Nearby 401(k) Plans in New York

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

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees, Total assets ($B): 0.043159893 · Participants: 201Macandrews & Forbes Group, LLC Savings or Cash Option Plan for EmployeesIBM 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
Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees side-by-side with 3 peers →

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Brady Trane Service, Inc. 401(k) Plan and Trust in NC ($43M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees assets move in 2022? ▼
Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees contracted severely - down 31.7% during 2022, from $63M to $43M. Reported net income was -$20M.
How have Macandrews & Forbes Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macandrews & Forbes Group, LLC's sponsor-wide assets grew 2.1%, from $43M to $44M.
Where does Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees rank by assets among Form 5500 filers? ▼
Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees? ▼
Among 401(k) plans in other states, the closest by assets is Brady Trane Service, Inc. 401(k) Plan and Trust in NC ($43M, 436 participants).
Which 401(k) plans cover a similar participant headcount to Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants, N/A 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 132632773.

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.