Defined Benefit (Pension) · DOL Form 5500 · 2024
Macys Inc Pension Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 17,160
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $109,305
- Avg per participant Below avg balance/head
Official DOL plan name: Macys Inc Cash Account Pension Plan · Sponsored by Macys Inc · Ohio · Retail Trade
$1.9B in assets, 17,160 participants
Macys Inc's Macys Inc Cash Account Pension Plan reported $1.9B in total assets and 17,160 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,005 in Retail Trade (8,048 peers)
Coverage in Ohio
Macys Inc Cash Account Pension Plan covers 17,160 participants in Ohio, 22x the typical Ohio plan (state average ~765 per filing). Assets: $1.9B.
- #8,005
- in Retail Trade (8,048 peers)
- -7.0%
- assets change YoY
- 19×
- vs typical plan assets (national mean)
The plan reported a net loss of $141M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Macys Inc Cash Account Pension Plan's outsized position by total assets
Macys Inc Cash Account Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,875,666,000 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Macys Inc Cash Account Pension Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macys Inc Cash Account Pension Plan is a mega filing (17,160 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Macys Inc Cash Account Pension Plan reported net income rose from -$281M in the plan year 2023 filing to -$141M in the plan year 2024 filing.
- Macys Inc Cash Account Pension Plan reported participants fell from 18,751 in the plan year 2023 filing to 17,160 in the plan year 2024 filing.
- Macys Inc Cash Account Pension Plan end-of-year assets fell from $2.0B in the plan year 2023 filing to $1.9B in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133324058 · Macys Inc PY 2024 · Defined Benefit (Pension)
Macys Inc Cash Account Pension Plan · $1.9B · 17,160 · 99th
- VS-ST $1.9B
- BOY 17,160
- SCH 99th
- EBSA Defined Benefit (Pension)
- PART near Hess Corporation Employees' Pension Plan
- TYPE ind #8005
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 →
Macys Inc Cash Account Pension Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$141M |
| Employer EIN | 133324058 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Macys Inc)
Sponsor-wide plan assets over time
All Macys Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.5B 8.150460169982512% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 138,105 | $6.0B |
| 2023 | 2 | 139,005 | $6.3B |
| 2024 | 2 | 126,713 | $6.5B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Scale composition for Macys Inc Cash Account Pension Plan
Macys Inc Cash Account Pension Plan reports $1.9B in end-of-year assets across 17,160 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $109,305 per participant (79% of the national average assets-per-participant) . Net income for plan year 2024 was -$141M.
This plan identity (EIN 133324058, plan #012) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $1.9B (-18.4%) while covered participants moved from 20,642 to 17,160 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,642 | $2.3B | Open filing |
| 2023 | 18,751 | $2.0B | Open filing |
| 2024 · index core | 17,160 | $1.9B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Macys Inc 401(k) Retirement Investment Plan (401(k), $4.6B, 109,553 participants)
Macys Inc Cash Account Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Hess Corporation Employees' Pension Plan in TX ($1.9B); by covered participants it is Sentara Pension Plan in VA (17,156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- Hess Corporation Employees' Pension Plan (TX) $1.9B · 1,414
- Celanese Americas Retirement Pension Plan (TX) $1.9B · 1,096
- Pepco Holdings LLC Retirement Plan (IL) $1.9B · 3,199
- Kpmg Partner Pension Plan (NJ) $1.9B · 2,423
Similar participant headcount
Nearest other-state filings by covered participants (17,160 participants); asset peers above are excluded.
- Sentara Pension Plan (VA) 17,156 · 4 off
- N. Atlantic States Carp. Pension Fund (MA) 16,946 · 214 off
- Abbott Laboratories Annuity Retirement Plan (IL) 17,875 · 715 off
- Twin City Hospitals - Minnesota Nurses Association Pension Plan (MN) 16,348 · 812 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.