401(k) · DOL Form 5500 · 2024

Macquarie Management Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$414M
Total assets Above avg plan size
647
Participants Below avg headcount
97th
Percentile by assets National rank
$639,191
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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

$414M in assets, 647 participants

Macquarie Management Holdings, Inc.'s Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan reported $414M in total assets and 647 participants in its 2024 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.

  • #1,019 in Management of Enterprises (1,133 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, $414M for 647 participants (~$639,191/participant), up 6.6% in 2024.

#1,019
in Management of Enterprises (1,133 peers)
+6.6%
assets growth YoY
4.1×
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 2024 · DOL Form 5500

$413,556,621 Top 3% higher than 97% 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

Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 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 (647 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan reported net income fell from $29M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan end-of-year assets rose from $388M in the plan year 2023 filing to $414M in the plan year 2024 filing.
  • Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan reported participants fell from 675 in the plan year 2023 filing to 647 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232693133 · Macquarie Management Holdings, Inc. PY 2024 · 401(k)

Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan · $414M · 647 · 97th

  • ASSETS $414M
  • PCT 647
  • EIN 97th
  • RANK 401(k)
  • PHOTO near Surgery Partners 401(k) Plan
  • IND ind #1019

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

Northern Arizona Healthcare Corporation 401(k) PlanNorthern Arizona Healthcare …$414MAmerican National 401(k) Plan$414MSurgery Partners 401(k) Plan$414MMacquarie Management Holdings, Inc. Employees' Savings and 401(k) PlanMacquarie Management Holding…$414MWeekley Homes 401(k) Plan$413M
End-of-year total assets ($M) among Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$388M
Net Assets (End of Year)$414M
Net Income$25M
Employer EIN232693133
Plan Effective Date2008-01-01
Filing StatusFILING 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
$300M$400M$500M$600M 202220232024 $347M $539M ▲ +55.3%
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.

Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan, Total assets ($B): 0.413556621 · Participants: 647Macquarie Management Holdings, Inc. Employees' Savings and 401(k) 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
Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan side-by-side with 3 peers →

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 Surgery Partners 401(k) Plan in TN ($414M); by covered participants it is Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Profit Sharing Plan in CA (647 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($414M here).

Similar participant headcount

Nearest other-state filings by covered participants (647 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 Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan assets move in 2024? ▼
Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan grew at a solid clip - up 6.6% during 2024, from $388M to $414M. Reported net income was $25M.
How have Macquarie Management Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macquarie Management Holdings, Inc.'s sponsor-wide assets grew 55.2%, from $347M to $539M.
Where does Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan rank by assets among Form 5500 filers? ▼
Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan ranks in the 97th 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 Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surgery Partners 401(k) Plan in TN ($414M, 4,583 participants).
Which 401(k) plans cover a similar participant headcount to Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Profit Sharing Plan in CA (647 participants, $264M 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 232693133.

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.