Defined Benefit (Pension) · DOL Form 5500 · 2023

Macys Retail Holdings LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: N/A
Participants Small participant base: 27th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

Official DOL plan name: Broadway Stores, Inc. Pension Plan for Part. Concessionaires · Sponsored by Macys Retail Holdings LLC · Ohio · Retail Trade

$2M in assets, N/A participants

Macys Retail Holdings LLC's Broadway Stores, Inc. Pension Plan for Part. Concessionaires reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#3,355 in Retail Trade (8,414 peers)

What the 2023 filing shows

Broadway Stores, Inc. Pension Plan for Part. Concessionaires holds $2M for N/A participants, in the lower half of filed plans by assets.

#3,355
in Retail Trade (8,414 peers): -1.8%
assets change YoY

The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Broadway Stores, Inc. Pension Plan for Part. Concessionaires among the smaller filed plans by assets

Broadway Stores, Inc. Pension Plan for Part. Concessionaires vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,518,000 27th percentile higher than 27% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Broadway Stores, Inc. Pension Plan for Part. Concessionaires reported net income rose from -$493K in the plan year 2022 filing to -$28K in the plan year 2023 filing.
Broadway Stores, Inc. Pension Plan for Part. Concessionaires end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 430398035 · Macys Retail Holdings LLC PY 2023 · Defined Benefit (Pension)

Broadway Stores, Inc. Pension Plan for Part. Concessionaires · $2M · N/A · 27th

EIN $2M
EIN N/A
EIN 27th
EIN Defined Benefit (Pension)
EIN near Shelby Foods Cash Balance Plan
EIN ind #3355

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 →

End-of-year total assets ($M) among Broadway Stores, Inc. Pension Plan for Part. Concessionaires and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$28K
Employer EIN	430398035
Plan Effective Date	1960-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Macys Retail Holdings LLC)

Latest sponsor-wide plan assets: $1M 8.214747736093143% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$2M
2023	1	N/A	$2M
2024	1	N/A	$1M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Broadway Stores, Inc. Pension Plan for Part. Concessionaires vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Firstenergy Corp. Master Pension Plan $7.1B · 12,304
Nationwide Retirement Plan $5.3B · 22,311
American Electric Power System Retirement Plan $4.5B · 15,595
Parker Defined Benefit Plan $3.7B · 191
Ohio Operating Engineers Pension Plan $3.6B · 10,029

Compare Broadway Stores, Inc. Pension Plan for Part. Concessionaires side-by-side with 3 peers →

Broadway Stores, Inc. Pension Plan for Part. Concessionaires's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Ohio, the nearest Defined Benefit (Pension) by end-of-year assets is Shelby Foods Cash Balance Plan in NY at $2M (this filing: $2M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Shelby Foods Cash Balance Plan (NY) $2M · 32
Plasterers Local 79 Pension Plan (TX) $2M · 2
Incolor Concepts, Inc. Retirement Plan (CA) $2M · 1
Small Axe Films, Inc. Defined Benefit Pension Plan (CA) $2M · 1

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Broadway Stores, Inc. Pension Plan for Part. Concessionaires assets move in 2023? ▼

Broadway Stores, Inc. Pension Plan for Part. Concessionaires edged down modestly - down 1.8% during 2023, from $2M to $2M. Reported net income was -$28K.

How have Macys Retail Holdings LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Macys Retail Holdings LLC's sponsor-wide assets declined 8.2%, from $2M to $1M.

Which Defined Benefit (Pension) plans are similar in size to Broadway Stores, Inc. Pension Plan for Part. Concessionaires? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Shelby Foods Cash Balance Plan in NY ($2M, 32 participants).

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 430398035.