401(k) · DOL Form 5500 · 2023

Macquarie Holdings (U.S.a.) Inc. 401(k) Plan

Data updated 2026-08-25

$600M
Total assets Above avg plan size
2,280
Participants Above avg headcount
98th
Percentile by assets National rank
$262,956
Avg per participant High balance/head
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Official DOL plan name: Macquarie Holdings (USA) Inc. 401(k) Plan and Trust · Sponsored by Macquarie Holdings (U.S.a.) Inc. · New York · Finance & Insurance

$600M in assets, 2,280 participants

Macquarie Holdings (U.S.a.) Inc.'s Macquarie Holdings (USA) Inc. 401(k) Plan and Trust reported $600M in total assets and 2,280 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,527 in Finance & Insurance (8,869 peers)

Coverage in New York

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust covers 2,280 participants in New York, 2.9x the typical New York plan (state average ~798 per filing). Assets: $600M.

#8,527
in Finance & Insurance (8,869 peers)
+27.4%
assets growth YoY
6.0×
vs typical plan assets (national mean)

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust's outsized position by total assets

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$599,538,995 Top 2% higher than 98% 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

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust'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. Macquarie Holdings (USA) Inc. 401(k) Plan and Trust lands in the large band (2,280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Macquarie Holdings (USA) Inc. 401(k) Plan and Trust reported net income rose from -$92M in the plan year 2022 filing to $129M in the plan year 2023 filing.
  • Macquarie Holdings (USA) Inc. 401(k) Plan and Trust end-of-year assets rose from $470M in the plan year 2022 filing to $600M in the plan year 2023 filing.
  • Macquarie Holdings (USA) Inc. 401(k) Plan and Trust reported participants rose from 2,013 in the plan year 2022 filing to 2,280 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133789912 · Macquarie Holdings (U.S.a.) Inc. PY 2023 · 401(k)

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust · $600M · 2,280 · 98th

  • BOOK $600M
  • VS-ST 2,280
  • BOY 98th
  • SCH 401(k)
  • EBSA near BUILDWISE
  • PART ind #8527

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 Finance & Insurance retirement plans → · Plans in New York →

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust in the asset neighbourhood

Premera 401(k) Savings Plan$601MBUILDWISE$600MMacquarie Holdings (USA) Inc. 401(k) Plan and TrustMacquarie Holdings (USA) Inc…$600MSaltchuk Companies 401(k) PlanSaltchuk Companies 401(k) Pl…$598MBaker & Hostetler LLP Supplemental/401(k) Retirement PlanBaker & Hostetler LLP Supple…$598M
End-of-year total assets ($M) among Macquarie Holdings (USA) Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$470M
Net Assets (End of Year)$600M
Net Income$129M
Employer EIN133789912
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Macquarie Holdings (U.S.a.) Inc.)

Sponsor-wide plan assets over time

All Macquarie Holdings (U.S.a.) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$721M 53.185612934643665% vs 2022
2024 filing year
$400M$500M$600M$700M$800M 202220232024 $470M $721M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 2,013 $470M
2023 1 2,280 $600M
2024 1 2,432 $721M

Nearby 401(k) Plans in New York

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

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Macquarie Holdings (USA) Inc. 401(k) Plan and Trust, Total assets ($B): 0.599538995 · Participants: 2280Macquarie Holdings (USA) Inc. 401(k) Plan and TrustIBM 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
Macquarie Holdings (USA) Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Macquarie Holdings (USA) Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Macquarie Holdings (USA) Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is BUILDWISE in NJ ($600M); by covered participants it is Ridgeview Medical Center, Inc. Retirement Savings Plan in MN (2,280 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($600M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,280 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 Macquarie Holdings (USA) Inc. 401(k) Plan and Trust assets move in 2023? ▼
Macquarie Holdings (USA) Inc. 401(k) Plan and Trust grew sharply - up 27.4% during 2023, from $470M to $600M. Reported net income was $129M.
How have Macquarie Holdings (U.S.a.) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macquarie Holdings (U.S.a.) Inc.'s sponsor-wide assets grew 53.2%, from $470M to $721M.
Where does Macquarie Holdings (USA) Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Macquarie Holdings (USA) Inc. 401(k) Plan and Trust ranks in the 98th 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 Macquarie Holdings (USA) Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is BUILDWISE in NJ ($600M, 11,079 participants).
Which 401(k) plans cover a similar participant headcount to Macquarie Holdings (USA) Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ridgeview Medical Center, Inc. Retirement Savings Plan in MN (2,280 participants, $205M 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 133789912.

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.