401(k) · DOL Form 5500 · 2023
Macquarie Management Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $388M
- Total assets Above avg plan size
- 675
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $574,999
- Avg per participant High balance/head
Official DOL plan name: Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan · Sponsored by Macquarie Management Holdings, Inc. · New York · Management of Enterprises
$388M in assets, 675 participants
Macquarie Management Holdings, Inc.'s Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan reported $388M in total assets and 675 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.
- #1,011 in Management of Enterprises (1,137 peers)
Where Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan sits by assets
Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan sits in the top 5% of all filed plans by assets, $388M for 675 participants (~$574,999/participant), up 67.6% in 2023.
- #1,011
- in Management of Enterprises (1,137 peers)
- +67.6%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan's outsized position by total assets
Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$388,124,650 Top 3% higher than 97% 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
Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan 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. Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan sits mid-pack in the medium band (675 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan reported net income rose from -$41M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan end-of-year assets rose from $232M in the plan year 2022 filing to $388M in the plan year 2023 filing.
- Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan reported participants rose from 534 in the plan year 2022 filing to 675 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232693133 · Macquarie Management Holdings, Inc. PY 2023 · 401(k)
Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan · $388M · 675 · 97th
- PART $388M
- TYPE 675
- NET 97th
- BOOK 401(k)
- VS-ST near Shure Associates' 401(k) Savings and Profit Sharing Plan
- BOY ind #1011
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 →
Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $232M |
|---|---|
| Net Assets (End of Year) | $388M |
| Net Income | $29M |
| Employer EIN | 232693133 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Macquarie Management Holdings, Inc.)
Sponsor-wide plan assets over time
All Macquarie Management Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $539M 55.249419661929934% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 756 | $347M |
| 2023 | 2 | 872 | $510M |
| 2024 | 2 | 820 | $539M |
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
Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Shure Associates' 401(k) Savings and Profit Sharing Plan in IL ($388M); by covered participants it is Charles Komar & Sons, Inc. 401(k) Plan in NJ (675 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($388M here).
- Shure Associates' 401(k) Savings and Profit Sharing Plan (IL) $388M · 1,116
- Triniplus Retirement Plan (ND) $389M · 2,541
- Duncan Aviation, Inc. 401(k) Retirement Plan (NE) $389M · 2,727
- Analysis Group, Inc. Employee Savings Plan (MA) $387M · 1,028
Similar participant headcount
Nearest other-state filings by covered participants (675 participants); asset peers above are excluded.
- Charles Komar & Sons, Inc. 401(k) Plan (NJ) 675 · 0 off
- Hancock Lumber Company, Inc. Profit Sharing/401(k) Plan (ME) 675 · 0 off
- Turo Retirement Plan (CA) 675 · 0 off
- Numerica Credit Union Retirement Plan (WA) 675 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.