401(k) · DOL Form 5500 · 2023
Macandrews & Forbes Group, LLC 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 123
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $358,336
- Avg per participant High balance/head
Official DOL plan name: Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees · Sponsored by Macandrews & Forbes Group, LLC · New York · Management of Enterprises
$44M in assets, 123 participants
Macandrews & Forbes Group, LLC's Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees reported $44M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #747 in Management of Enterprises (1,137 peers)
Coverage in New York
Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $44M.
- #747
- in Management of Enterprises (1,137 peers)
- +2.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees's outsized position by total assets
Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,075,290 Top 16% higher than 84% 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
Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees reported net income rose from -$20M in the plan year 2022 filing to $915K in the plan year 2023 filing.
- Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees reported participants fell from 201 in the plan year 2022 filing to 123 in the plan year 2023 filing.
- Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees end-of-year assets rose from $43M in the plan year 2022 filing to $44M in the plan year 2023 filing.
DOL schedule card
Filing strip 132632773 · Macandrews & Forbes Group, LLC PY 2023 · 401(k)
Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees · $44M · 123 · 84th
- EBSA $44M
- PART 123
- TYPE 84th
- NET 401(k)
- BOOK near Wyanoke Deferred Compensation Plan
- VS-ST ind #747
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 Management of Enterprises retirement plans → · Plans in New York →
Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $915K |
| Employer EIN | 132632773 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Macandrews & Forbes Group, LLC)
Sponsor-wide plan assets over time
All Macandrews & Forbes Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 2.1478273822411933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $43M |
| 2023 | 1 | 123 | $44M |
| 2024 | 1 | 117 | $44M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Wyanoke Deferred Compensation Plan in NJ ($44M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Wyanoke Deferred Compensation Plan (NJ) $44M · 319
- Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan (PA) $44M · 73
- Omnetics Connector Corp. 401(k) Ps Plan (MN) $44M · 391
- Immanuel Retirement Plan (NE) $44M · 1,304
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Sunchase Salary Savings Plan (NC) 123 · 0 off
- Integral Group 401(k) Plan (CA) 123 · 0 off
- The Jane Pauley Community Health (IN) 123 · 0 off
- Ellicott Dredge Group Plan (WI) 123 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.