401(k) · DOL Form 5500 · 2023
Macys, Inc. 401(k) Plan
Data updated 2026-08-06
- $4.3B
- Total assets
- 120,254
- Participants
- 100th
- Percentile by assets
- $35,428
- Avg per participant
Official DOL plan name: Macys Inc 401(k) Retirement Investment Plan · Sponsored by Macys, Inc. · Ohio · Retail Trade
$4.3B in assets, 120,254 participants
Macys, Inc.'s Macys Inc 401(k) Retirement Investment Plan reported $4.3B in total assets and 120,254 participants in its 2023 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.
- 100th percentile by assets (of 126,618 plans)
- #8,356 in Retail Trade (8,373 peers)
Coverage in Ohio
Macys Inc 401(k) Retirement Investment Plan covers 120,254 participants in Ohio, 153x the typical Ohio plan (state average ~787 per filing). Assets: $4.3B.
- $4.3B
- total plan assets (2023 EOY)
- 120,254
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $35,428
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Macys Inc 401(k) Retirement Investment Plan reported net income rose from -$691M in the plan year 2022 filing to $539M in the plan year 2023 filing.
- Macys Inc 401(k) Retirement Investment Plan end-of-year assets rose from $3.7B in the plan year 2022 filing to $4.3B in the plan year 2023 filing.
- Macys Inc 401(k) Retirement Investment Plan reported participants rose from 117,463 in the plan year 2022 filing to 120,254 in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 787 participants across 4,840 plans. Macys Inc 401(k) Retirement Investment Plan reports 120,254 participants - 153x that state average ($4.3B EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $3.7B |
|---|---|
| Net Assets (End of Year) | $4.3B |
| Net Income | $539M |
| Employer EIN | 133324058 |
| Plan Effective Date | 1953-01-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Macys, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 138,105 | $6.0B |
| 2023 | 2 | 139,005 | $6.3B |
| 2024 | 2 | 126,713 | $6.5B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Macys Inc 401(k) Retirement Investment Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Scale composition for Macys Inc 401(k) Retirement Investment Plan
Macys Inc 401(k) Retirement Investment Plan reports $4.3B in end-of-year assets across 120,254 participants (0.037% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.13% of 89,805,449 covered participants) - about $35,428 per participant (26% of the national average assets-per-participant) . Net income for plan year 2023 was $539M.
This plan identity (EIN 133324058, plan #013) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.7B to $4.6B (+24.5%) while covered participants moved from 117,463 to 109,553 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 117,463 | $3.7B | Open filing |
| 2023 | 120,254 | $4.3B | This page |
| 2024 · index core | 109,553 | $4.6B | 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Macys Inc 401(k) Retirement Investment Plan by total assets, not by location.
- The Savings and Investment Plan (NY) $4.3B · 20,919
- Upmc 401(a) Retirement Savings Plan (PA) $4.3B · 97,084
- Dominion Energy Salaried Savings Plan (VA) $4.3B · 13,734
- Baxter International Inc. and Subsidiaries U.S. Retirement Savings Plan (IL) $4.3B · 17,767
Frequently Asked Questions
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Filing takeaways
Ways to act on Macys Inc 401(k) Retirement Investment Plan's numbers.
- By total assets, Macys Inc 401(k) Retirement Investment Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Macys, Inc.'s sponsor-wide assets have grown 8.2% since 2022 across 3 plan years on file. More Retail Trade plans