401(k) · DOL Form 5500 · 2023

Macandrews & Forbes Group, LLC 401(k) Plan

Data updated 2026-08-11

$44M
Total assets: 123
Participants: 84th
Percentile by assets: $358,336
Avg per participant

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.

84th percentile by assets (of 127,072 plans)
#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.

$44M
total plan assets (2023 EOY): 123
covered participants: 84th
percentile by assets (of 127,072 plans): $358,336
avg assets per participant

Where Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees sits 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 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.

See the national 2022→2023 release diff →

State

New York

Industry

Management of Enterprises

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees reports 123 participants - about 15% of that state average ($44M EOY assets).

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)

Total plan assets by year, all Macandrews & Forbes Group, LLC plans on file

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.

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Macandrews & Forbes Group, LLC Savings o… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees by total assets, not by location.

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

Frequently Asked Questions

How did Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees assets move in 2023? ▼

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees edged up modestly - up 2.1% during 2023, from $43M to $44M. Reported net income was $915K.

How have Macandrews & Forbes Group, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Macandrews & Forbes Group, LLC's sponsor-wide assets grew 2.1%, from $43M to $44M.

Where does Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees rank by assets among Form 5500 filers? ▼

Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees? ▼

Among 401(k) plans in other states, the closest by assets is Wyanoke Deferred Compensation Plan in NJ ($44M, 319 participants).

Next read for Macandrews & Forbes Group, LLC Savings o…

Filing takeaways

Ways to act on Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees's numbers.

By total assets, Macandrews & Forbes Group, LLC Savings or Cash Option Plan for Employees ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Macandrews & Forbes Group, LLC's sponsor-wide assets have grown 2.1% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 132632773.