401(k) · DOL Form 5500 · 2023

Macmillan Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$511M
Total assets Above avg plan size
1,912
Participants Near avg headcount
97th
Percentile by assets National rank
$267,358
Avg per participant High balance/head
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Official DOL plan name: Macmillan Retirement Savings Plan · Sponsored by Macmillan Holdings, LLC · New York · Information & Media

$511M in assets, 1,912 participants

Macmillan Holdings, LLC's Macmillan Retirement Savings Plan reported $511M in total assets and 1,912 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #2,691 in Information & Media (2,818 peers)

Coverage in New York

Macmillan Retirement Savings Plan covers 1,912 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $511M.

#2,691
in Information & Media (2,818 peers)
+19.6%
assets growth YoY
5.1×
vs typical plan assets (national mean)

Macmillan Retirement Savings Plan's outsized position by total assets

Macmillan Retirement Savings Plan vs every filed plan by assets

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

$511,187,957 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Macmillan Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macmillan Retirement Savings Plan lands in the large band (1,912 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Macmillan Retirement Savings Plan reported net income rose from -$103M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Macmillan Retirement Savings Plan end-of-year assets rose from $427M in the plan year 2022 filing to $511M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134047598 · Macmillan Holdings, LLC PY 2023 · 401(k)

Macmillan Retirement Savings Plan · $511M · 1,912 · 97th

  • NET $511M
  • NET 1,912
  • NET 97th
  • NET 401(k)
  • NET near Aaa Club Alliance Inc. 401(k) Retirement Savings Plan
  • NET ind #2691

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 Information & Media retirement plans → · Plans in New York →

Macmillan Retirement Savings Plan in the asset neighbourhood

Irvine Company Unified Savings PlanIrvine Company Unified Savin…$512MSound Physicians 401(k) Plan$511MAaa Club Alliance Inc. 401(k) Retirement Savings PlanAaa Club Alliance Inc. 401(k…$511MMacmillan Retirement Savings PlanMacmillan Retirement Savings…$511MUnifirst Retirement Savings PlanUnifirst Retirement Savings …$511M
End-of-year total assets ($M) among Macmillan Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$427M
Net Assets (End of Year)$511M
Net Income$84M
Employer EIN134047598
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Macmillan Holdings, LLC)

Sponsor-wide plan assets over time

All Macmillan Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$592M 38.664556247038455% vs 2022
2024 filing year
$400M$450M$500M$550M$600M$650M 202220232024 $427M $593M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 1,910 $427M
2023 1 1,912 $511M
2024 1 1,959 $592M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Macmillan Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Macmillan Retirement Savings Plan, Total assets ($B): 0.511187957 · Participants: 1912Macmillan Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Macmillan Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Macmillan Retirement Savings Plan side-by-side with 3 peers →

Macmillan Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Aaa Club Alliance Inc. 401(k) Retirement Savings Plan in DE ($511M); by covered participants it is Alzheimer's Association Retirement and Savings Plan in IL (1,912 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($511M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,912 participants); asset peers above are excluded.

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 Macmillan Retirement Savings Plan assets move in 2023? ▼
Macmillan Retirement Savings Plan grew sharply - up 19.6% during 2023, from $427M to $511M. Reported net income was $84M.
How have Macmillan Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macmillan Holdings, LLC's sponsor-wide assets grew 38.7%, from $427M to $592M.
Where does Macmillan Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Macmillan Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Macmillan Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aaa Club Alliance Inc. 401(k) Retirement Savings Plan in DE ($511M, 4,756 participants).
Which 401(k) plans cover a similar participant headcount to Macmillan Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alzheimer's Association Retirement and Savings Plan in IL (1,912 participants, $239M in assets).

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 134047598.

Read our methodology - how this data is sourced, computed, and verified.

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