401(k) · DOL Form 5500 · 2024
Macys, Inc. 401(k) Plan
Data updated 2026-08-25
- $4.6B
- Total assets Very large vs avg
- 109,553
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $42,312
- Avg per participant Low balance/head
Official DOL plan name: Macys Inc 401(k) Retirement Investment Plan · Sponsored by Macys, Inc. · Ohio · Retail Trade
$4.6B in assets, 109,553 participants
Macys, Inc.'s Macys Inc 401(k) Retirement Investment Plan reported $4.6B in total assets and 109,553 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #8,029 in Retail Trade (8,048 peers)
Coverage in Ohio
Macys Inc 401(k) Retirement Investment Plan covers 109,553 participants in Ohio, 143x the typical Ohio plan (state average ~765 per filing). Assets: $4.6B.
- #8,029
- in Retail Trade (8,048 peers)
- +8.8%
- assets growth YoY
- 47×
- vs typical plan assets (national mean)
Macys Inc 401(k) Retirement Investment Plan's outsized position by total assets
Macys Inc 401(k) Retirement Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,635,407,000 Highest reported value at or above every one 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 401(k) Retirement Investment 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 401(k) Retirement Investment Plan is a mega filing (109,553 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Macys Inc 401(k) Retirement Investment Plan reported net income fell from $539M in the plan year 2023 filing to $375M in the plan year 2024 filing.
- Macys Inc 401(k) Retirement Investment Plan reported participants fell from 120,254 in the plan year 2023 filing to 109,553 in the plan year 2024 filing.
- Macys Inc 401(k) Retirement Investment Plan end-of-year assets rose from $4.3B in the plan year 2023 filing to $4.6B in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 133324058 · Macys, Inc. PY 2024 · 401(k)
Macys Inc 401(k) Retirement Investment Plan · $4.6B · 109,553 · 100th
- ASSETS $4.6B
- PCT 109,553
- EIN 100th
- RANK 401(k)
- PHOTO near Tiaa Code Section 401(k) Plan
- IND ind #8029
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 401(k) Retirement Investment Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $4.3B |
|---|---|
| Net Assets (End of Year) | $4.6B |
| Net Income | $375M |
| Employer EIN | 133324058 |
| Plan Effective Date | 1953-01-25 |
| 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 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Scale composition for Macys Inc 401(k) Retirement Investment Plan
Macys Inc 401(k) Retirement Investment Plan reports $4.6B in end-of-year assets across 109,553 participants (0.038% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.12% of 93,925,755 covered participants) - about $42,312 per participant (31% of the national average assets-per-participant) . Net income for plan year 2024 was $375M.
This plan identity (EIN 133324058, plan #013) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.7B to $4.6B (+24.5%) while covered participants moved from 117,463 to 109,553 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 117,463 | $3.7B | Open filing |
| 2023 | 120,254 | $4.3B | Open filing |
| 2024 · index core | 109,553 | $4.6B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Macys Inc Cash Account Pension Plan (Defined Benefit (Pension), $1.9B, 17,160 participants)
Macys Inc 401(k) Retirement Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Tiaa Code Section 401(k) Plan in NY ($4.6B); by covered participants it is AT&T Retirement Savings Plan in TX (109,889 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.6B here).
- Tiaa Code Section 401(k) Plan (NY) $4.6B · 11,786
- Optumcare 401(k) Retirement Plan (MN) $4.6B · 34,492
- Baylor Scott & White Health Retirement Savings Plan (TX) $4.7B · 45,398
- Federal National Mortgage Association Retirement Savings Plan for Employees (DC) $4.6B · 8,108
Similar participant headcount
Nearest other-state filings by covered participants (109,553 participants); asset peers above are excluded.
- AT&T Retirement Savings Plan (TX) 109,889 · 336 off
- Tenet Healthcare Corporation 401(k) Retirement Savings Plan (TX) 107,575 · 1,978 off
- Fedex Corporation Retirement Savings Plan (TN) 113,079 · 3,526 off
- Northrop Grumman Savings Plan (VA) 104,719 · 4,834 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.