Defined Benefit (Pension) · DOL Form 5500 · 2024

Macys Retail Holdings LLC Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
26th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Broadway Stores, Inc. Pension Plan for Part. Concessionaires · Sponsored by Macys Retail Holdings LLC · Ohio · Retail Trade

$1M in assets, N/A participants

Macys Retail Holdings LLC's Broadway Stores, Inc. Pension Plan for Part. Concessionaires reported $1M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,114 in Retail Trade (8,048 peers)

What the 2024 filing shows

Broadway Stores, Inc. Pension Plan for Part. Concessionaires holds $1M for N/A participants, in the lower half of filed plans by assets.

#3,114
in Retail Trade (8,048 peers)
-6.5%
assets change YoY

The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Broadway Stores, Inc. Pension Plan for Part. Concessionaires among the smaller filed plans by assets

Broadway Stores, Inc. Pension Plan for Part. Concessionaires vs every filed plan by assets

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

$1,419,000 26th percentile higher than 26% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Broadway Stores, Inc. Pension Plan for Part. Concessionaires reported net income fell from -$28K in the plan year 2023 filing to -$99K in the plan year 2024 filing.
  • Broadway Stores, Inc. Pension Plan for Part. Concessionaires end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 430398035 · Macys Retail Holdings LLC PY 2024 · Defined Benefit (Pension)

Broadway Stores, Inc. Pension Plan for Part. Concessionaires · $1M · N/A · 26th

  • RANK $1M
  • RANK N/A
  • RANK 26th
  • RANK Defined Benefit (Pension)
  • RANK near Mosbacher Energy Company Retirement Plan
  • RANK ind #3114

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 Retail Trade retirement plans → · Plans in Ohio →

Broadway Stores, Inc. Pension Plan for Part. Concessionaires in the asset neighbourhood

Broadway Stores, Inc. Pension Plan for Part. ConcessionairesBroadway Stores, Inc. Pensio…$1MMosbacher Energy Company Retirement PlanMosbacher Energy Company Ret…$1MZazzledeals, LLC Retirement PlanZazzledeals, LLC Retirement …$1MAtit Diamond Corp. Defined Benefit Pension PlanAtit Diamond Corp. Defined B…$1MKrp Medical, Inc. Defined Benefit Pension PlanKrp Medical, Inc. Defined Be…$1M
End-of-year total assets ($M) among Broadway Stores, Inc. Pension Plan for Part. Concessionaires and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$99K
Employer EIN430398035
Plan Effective Date1960-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Macys Retail Holdings LLC)

Sponsor-wide plan assets over time

All Macys Retail Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.214747736093143% vs 2022
2024 filing year
$1.4M$1.45M$1.5M$1.55M$1.6M 202220232024 $1.55M $1.42M ▼ -8.4%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 N/A $2M
2024 1 N/A $1M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Broadway Stores, Inc. Pension Plan for Part. Concessionaires vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Broadway Stores, Inc. Pension Plan for Part. Concessionaires, Total assets ($B): 0.001419 · Participants: 0Broadway Stores, Inc. Pension Plan for Part. ConcessionairesGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Broadway Stores, Inc. Pension Plan for Part. Concessionaires vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Broadway Stores, Inc. Pension Plan for Part. Concessionaires's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Ohio, the nearest Defined Benefit (Pension) by end-of-year assets is Mosbacher Energy Company Retirement Plan in TX at $1M (this filing: $1M).

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 Broadway Stores, Inc. Pension Plan for Part. Concessionaires assets move in 2024?
Broadway Stores, Inc. Pension Plan for Part. Concessionaires pulled back noticeably - down 6.5% during 2024, from $2M to $1M. Reported net income was -$99K.
How have Macys Retail Holdings LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Macys Retail Holdings LLC's sponsor-wide assets declined 8.2%, from $2M to $1M.
Which Defined Benefit (Pension) plans are similar in size to Broadway Stores, Inc. Pension Plan for Part. Concessionaires?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mosbacher Energy Company Retirement Plan in TX ($1M, 8 participants).