401(k) · DOL Form 5500 · 2023
Macys, Inc. 401(k) Plan
Data updated 2026-08-25
- $4.3B
- Total assets Very large vs avg
- 120,254
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $35,428
- Avg per participant Low balance/head
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.
- #8,397 in Retail Trade (8,414 peers)
Coverage in Ohio
Macys Inc 401(k) Retirement Investment Plan covers 120,254 participants in Ohio, 157x the typical Ohio plan (state average ~765 per filing). Assets: $4.3B.
- #8,397
- in Retail Trade (8,414 peers)
- +14.5%
- assets growth YoY
- 43×
- vs typical plan assets (national mean)
Macys Inc 401(k) Retirement Investment Plan's outsized position by total assets
Macys Inc 401(k) Retirement Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,260,324,000 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Macys Inc 401(k) Retirement Investment Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macys Inc 401(k) Retirement Investment Plan is a mega filing (120,254 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 133324058 · Macys, Inc. PY 2023 · 401(k)
Macys Inc 401(k) Retirement Investment Plan · $4.3B · 120,254 · 100th
- RANK $4.3B
- PHOTO 120,254
- IND 100th
- EOY 401(k)
- 5500 near The Savings and Investment Plan
- ASSETS ind #8397
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 401(k) Retirement Investment Plan in the asset neighbourhood
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.)
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 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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 (0.035% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.13% of 93,925,755 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)
Macys Inc 401(k) Retirement Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is The Savings and Investment Plan in NY ($4.3B); by covered participants it is AT&T Retirement Savings Plan in TX (119,854 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (120,254 participants); asset peers above are excluded.
- AT&T Retirement Savings Plan (TX) 119,854 · 400 off
- Google LLC 401(k) Savings Plan (CA) 122,867 · 2,613 off
- Rtx Savings Plan (CT) 123,037 · 2,783 off
- Microsoft Corporation Savings Plus 401(k) Plan (WA) 123,296 · 3,042 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.