Money Purchase · DOL Form 5500 · 2023
Macquarie Management Holdings, Inc. Money Purchase Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 197
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $620,009
- Avg per participant High balance/head
Official DOL plan name: Macquarie Management Holdings, Inc. Retirement Plan · Sponsored by Macquarie Management Holdings, Inc. · New York · Management of Enterprises
$122M in assets, 197 participants
Macquarie Management Holdings, Inc.'s Macquarie Management Holdings, Inc. Retirement Plan reported $122M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #889 in Management of Enterprises (1,137 peers)
Coverage in New York
Macquarie Management Holdings, Inc. Retirement Plan covers 197 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $122M.
- #889
- in Management of Enterprises (1,137 peers)
- +5.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Macquarie Management Holdings, Inc. Retirement Plan's outsized position by total assets
Macquarie Management Holdings, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$122,141,830 Top 8% higher than 92% 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. Retirement 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. Retirement Plan sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Macquarie Management Holdings, Inc. Retirement Plan reported net income rose from -$30M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Macquarie Management Holdings, Inc. Retirement Plan reported participants fell from 222 in the plan year 2022 filing to 197 in the plan year 2023 filing.
- Macquarie Management Holdings, Inc. Retirement Plan end-of-year assets rose from $115M in the plan year 2022 filing to $122M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232693133 · Macquarie Management Holdings, Inc. PY 2023 · Money Purchase
Macquarie Management Holdings, Inc. Retirement Plan · $122M · 197 · 92nd
- NET $122M
- NET 197
- NET 92nd
- NET Money Purchase
- NET near Central Texas College Employees Pension Plan and Trust
- NET ind #889
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. Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $7M |
| Employer EIN | 232693133 |
| Plan Effective Date | 1960-10-31 |
| 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 Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Macquarie Management Holdings, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Central Texas College Employees Pension Plan and Trust in TX ($122M); by covered participants it is Sanford Bismarck Money Purchase Pension Plan (Qr) in ND (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Central Texas College Employees Pension Plan and Trust (TX) $122M · 617
- Iron Workers Local 399 Annuity Fund (NJ) $122M · 1,767
- Roofers Union Local No. 33 Thrift Fund (MA) $122M · 1,155
- B.a.C. Local No. 3 Defined Contribution Pension Plan (CA) $122M · 758
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- Sanford Bismarck Money Purchase Pension Plan (Qr) (ND) 196 · 1 off
- Defined Contribution Pension Plan for the Employees of Children's Home Society of California (CA) 195 · 2 off
- Cannon Memorial Hospital Employees' Pension Plan Agreement (SC) 194 · 3 off
- Institute for Advanced Study Defined Contribution Retirement Plan (NJ) 200 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.