401(k) · DOL Form 5500 · 2024

Macmillan Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$592M
Total assets Above avg plan size
1,959
Participants Near avg headcount
98th
Percentile by assets National rank
$302,450
Avg per participant High balance/head
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Official DOL plan name: Macmillan Retirement Savings Plan · Sponsored by Macmillan Holdings, LLC · New York · Information & Media

$592M in assets, 1,959 participants

Macmillan Holdings, LLC's Macmillan Retirement Savings Plan reported $592M in total assets and 1,959 participants in its 2024 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.

  • #2,695 in Information & Media (2,822 peers)

Coverage in New York

Macmillan Retirement Savings Plan covers 1,959 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $592M.

#2,695
in Information & Media (2,822 peers)
+15.9%
assets growth YoY
5.9×
vs typical plan assets (national mean)

Macmillan Retirement Savings Plan's outsized position by total assets

Macmillan Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$592,498,992 Top 2% higher than 98% of 123,620 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 2024

Macmillan Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macmillan Retirement Savings Plan lands in the large band (1,959 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Macmillan Retirement Savings Plan end-of-year assets rose from $511M in the plan year 2023 filing to $592M in the plan year 2024 filing.
  • Macmillan Retirement Savings Plan reported net income fell from $84M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Macmillan Retirement Savings Plan reported participants rose from 1,912 in the plan year 2023 filing to 1,959 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 134047598 · Macmillan Holdings, LLC PY 2024 · 401(k)

Macmillan Retirement Savings Plan · $592M · 1,959 · 98th

  • IND $592M
  • IND 1,959
  • IND 98th
  • IND 401(k)
  • IND near Crawford & Company Savings & Investment Plan
  • IND ind #2695

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 Information & Media retirement plans → · Plans in New York →

Macmillan Retirement Savings Plan in the asset neighbourhood

Macmillan Retirement Savings PlanMacmillan Retirement Savings…$592MCrawford & Company Savings & Investment PlanCrawford & Company Savings &…$593MOffutt Companies 401(k) Savings PlanOffutt Companies 401(k) Savi…$592MEnvista Holdings Corporation Savings PlanEnvista Holdings Corporation…$592MEmerging Markets Employees' Savings PlanEmerging Markets Employees' …$592M
End-of-year total assets ($M) among Macmillan Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$511M
Net Assets (End of Year)$592M
Net Income$81M
Employer EIN134047598
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Macmillan Holdings, LLC)

Sponsor-wide plan assets over time

All Macmillan Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$592M 38.664556247038455% vs 2022
2024 filing year
$400M$450M$500M$550M$600M$650M 202220232024 $427M $593M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 1,910 $427M
2023 1 1,912 $511M
2024 1 1,959 $592M

Nearby 401(k) Plans in New York

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

Macmillan Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Macmillan Retirement Savings Plan, Total assets ($B): 0.592498992 · Participants: 1959Macmillan Retirement Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Macmillan Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Macmillan Retirement Savings Plan side-by-side with 3 peers →

Macmillan Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Crawford & Company Savings & Investment Plan in GA ($593M); by covered participants it is Giant of Maryland 401(k) Plan in MD (1,959 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($592M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,959 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Macmillan Retirement Savings Plan assets move in 2024? ▼
Macmillan Retirement Savings Plan grew sharply - up 15.9% during 2024, from $511M to $592M. Reported net income was $81M.
How have Macmillan Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macmillan Holdings, LLC's sponsor-wide assets grew 38.7%, from $427M to $592M.
Where does Macmillan Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Macmillan Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Macmillan Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crawford & Company Savings & Investment Plan in GA ($593M, 3,860 participants).
Which 401(k) plans cover a similar participant headcount to Macmillan Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Giant of Maryland 401(k) Plan in MD (1,959 participants, $455M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134047598.

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.