401(k) · DOL Form 5500 · 2023

Macro-Pro, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$19M
Total assets
128
Participants
52th
Percentile by assets

Sponsored by Macro-Pro, Inc. · California · Professional & Technical Services

What the 2023 filing shows

Macro-Pro, Inc. 401(k) Plan holds $19M for 128 participants - about $146,232 per participant, above the median plan by assets, up 21.3% over the 2023 plan year.

$19M
total plan assets (2023 EOY)
128
covered participants
52th
percentile by assets (of 72,800 plans)
$146,232
avg assets per participant
Total Assets (2023)
$19M
Participants
128
State
Industry
Professional & Technical Services

What the Filing Says About Macro-Pro, Inc. 401(k) Plan

Macro-Pro, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Macro-Pro, Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 128 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 330387596, and the plan has been effective since 1999-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2023 to $19M at year-end - a gain of 21.3%. Net assets (after liabilities) closed the year at $19M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$3M
Plan Type401(k)
Employer EIN330387596
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Macro-Pro, Inc.)

Year Plans Participants Total Assets
2022 1 129 $15M
2023 1 128 $19M
2024 1 139 $22M

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Frequently Asked Questions

How much money is in the Macro-Pro, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Macro-Pro, Inc. 401(k) Plan holds $19M in total assets with 128 participants. It is sponsored by Macro-Pro, Inc..
What type of plan is Macro-Pro, Inc. 401(k) Plan?
Macro-Pro, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1999-05-01. The plan is filed with the U.S. Department of Labor under EIN 330387596.
Who sponsors the Macro-Pro, Inc. 401(k) Plan?
Macro-Pro, Inc. 401(k) Plan is sponsored by Macro-Pro, Inc., located in California. The sponsor's EIN is 330387596 and the plan operates in the Professional & Technical Services industry.
How did Macro-Pro, Inc. 401(k) Plan perform in 2023?
Macro-Pro, Inc. 401(k) Plan grew by 21.3% during 2023, moving from $15M to $19M in total assets. Net income was $3M.
Where can I find official filings for Macro-Pro, Inc. 401(k) Plan?
Official Form 5500 filings for Macro-Pro, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330387596 or plan name at efast.dol.gov.
How does Macro-Pro, Inc. 401(k) Plan compare to other plans?
You can compare Macro-Pro, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks all 133,317 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330387596.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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