Money Purchase · DOL Form 5500 · 2024

Macquarie Management Holdings, Inc. Money Purchase Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
173
Participants Small participant base
92nd
Percentile by assets National rank
$722,873
Avg per participant High balance/head
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Official DOL plan name: Macquarie Management Holdings, Inc. Retirement Plan · Sponsored by Macquarie Management Holdings, Inc. · New York · Finance & Insurance

$125M in assets, 173 participants

Macquarie Management Holdings, Inc.'s Macquarie Management Holdings, Inc. Retirement Plan reported $125M in total assets and 173 participants in its 2024 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.

  • #7,471 in Finance & Insurance (8,549 peers)

Coverage in New York

Macquarie Management Holdings, Inc. Retirement Plan covers 173 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $125M.

#7,471
in Finance & Insurance (8,549 peers)
+2.4%
assets growth YoY
1.3×
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 2024 · DOL Form 5500

$125,057,048 Top 8% higher than 92% 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. Retirement 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. Retirement Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Macquarie Management Holdings, Inc. Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Macquarie Management Holdings, Inc. Retirement Plan reported participants fell from 197 in the plan year 2023 filing to 173 in the plan year 2024 filing.
  • Macquarie Management Holdings, Inc. Retirement Plan end-of-year assets rose from $122M in the plan year 2023 filing to $125M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232693133 · Macquarie Management Holdings, Inc. PY 2024 · Money Purchase

Macquarie Management Holdings, Inc. Retirement Plan · $125M · 173 · 92nd

  • PART $125M
  • TYPE 173
  • NET 92nd
  • BOOK Money Purchase
  • VS-ST near B.a.C. Local No. 3 Defined Contribution Pension Plan
  • BOY ind #7471

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 Management Holdings, Inc. Retirement Plan in the asset neighbourhood

Central Texas College Employees' Pension Plan and TrustCentral Texas College Employ…$126MIBEW AFL-CIO Local Union 743 NECA Penn-Del-Jersey Chapter Reading Division Retirement PlanIBEW AFL-CIO Local Union 743…$126MB.a.C. Local No. 3 Defined Contribution Pension PlanB.a.C. Local No. 3 Defined C…$126MMacquarie Management Holdings, Inc. Retirement PlanMacquarie Management Holding…$125MMichiana Area Electrical Workers' Money Purchase PlanMichiana Area Electrical Wor…$124M
End-of-year total assets ($M) among Macquarie Management Holdings, Inc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$125M
Net Income$3M
Employer EIN232693133
Plan Effective Date1960-10-31
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 Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Macquarie Management Holdings, Inc. Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Macquarie Management Holdings, Inc. Retirement Plan, Total assets ($B): 0.125057048 · Participants: 173Macquarie Management Holdings, Inc. Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Macquarie Management Holdings, Inc. Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Macquarie Management Holdings, Inc. Retirement Plan side-by-side with 3 peers →

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 B.a.C. Local No. 3 Defined Contribution Pension Plan in CA ($126M); by covered participants it is Retirement Plan for Prior Alcon Employees in NJ (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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. Retirement Plan assets move in 2024? ▼
Macquarie Management Holdings, Inc. Retirement Plan edged up modestly - up 2.4% during 2024, from $122M to $125M. Reported net income was $3M.
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. Retirement Plan rank by assets among Form 5500 filers? ▼
Macquarie Management Holdings, Inc. Retirement Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Macquarie Management Holdings, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is B.a.C. Local No. 3 Defined Contribution Pension Plan in CA ($126M, 733 participants).
Which Money Purchase plans cover a similar participant headcount to Macquarie Management Holdings, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan for Prior Alcon Employees in NJ (174 participants, $57M 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.