Other · DOL Form 5500 · 2023
Macys Inc Cash Account Pension Plan
Data updated 2026-05-15
- $2.0B
- Total assets
- 18,751
- Participants
- 99th
- Percentile by assets
- $107,566
- Avg per participant
Sponsored by Macys Inc · Ohio · Retail Trade
What the 2023 filing shows
Macys Inc Cash Account Pension Plan holds $2.0B for 18,751 participants - about $107,566 per participant, among the largest 1% of all filed plans, down 12.2% over the 2023 plan year.
- $2.0B
- total plan assets (2023 EOY)
- 18,751
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $107,566
- avg assets per participant
The plan reported a net loss of $281M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Other · DOL Form 5500 · 2023
What the Filing Says About Macys Inc Cash Account Pension Plan
Macys Inc Cash Account Pension Plan is an Other retirement plan sponsored by Macys Inc, headquartered in Ohio. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $2.0B in total end-of-year assets and covers 18,751 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 133324058, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $2.3B at the beginning of 2023 to $2.0B at year-end - down 12.2%. Net assets (after liabilities) closed the year at $2.0B, with reported net income of -$281M 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.
Across the 3 plan years Macys Inc has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $6.0B to $6.5B, a gain of 8.2%, while reported participants moved from 138,105 to 126,713 (-8.2%). The strongest year on file by total sponsor assets was 2024 at $6.5B; the softest was 2022 at $6.0B. Year-by-year, sponsor-wide filings show: 2022 - $6.0B in assets across 2 plans covering 138,105 participants; 2023 - $6.3B in assets across 2 plans covering 139,005 participants; 2024 - $6.5B in assets across 2 plans covering 126,713 participants.
By assets, Macys Inc Cash Account Pension Plan outranks 99% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 20x the national average plan size of $100M and 730 average participants.
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.
How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Macys Inc Cash Account Pension Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Total Assets (End of Year) | $2.0B |
| Net Assets (End of Year) | $2.0B |
| Net Income | -$281M |
| Plan Type | Other |
| Employer EIN | 133324058 |
| Plan Effective Date | 1984-01-01 |
| 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 Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
- Laborers District Council & Contractors Pension Fund of Ohio $2.7B · 14,152
- The Goodyear Tire & Rubber Company 1950 Pension Plan $2.3B · 2,309
- Iron Workers District Council of So Oh & Vicinity Pension Trust $1.0B · 2,992
- Billerud Americas Corporation Employee Pension Plan $876M · 605
Frequently Asked Questions
How much money is in the Macys Inc Cash Account Pension Plan? ▼
What type of plan is Macys Inc Cash Account Pension Plan? ▼
Who sponsors the Macys Inc Cash Account Pension Plan? ▼
How did Macys Inc Cash Account Pension Plan perform in 2023? ▼
What this filing means
Ways to act on Macys Inc Cash Account Pension Plan's numbers.
- By total assets, Macys Inc Cash Account Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other 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
- An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 133324058.
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.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.