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Original filing (PDF)20251015132652NAL0002484451001
MACYS INC
Form 5500
FILING_RECEIVED
MACYS INC CASH ACCOUNT PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
15,538
Accounts w/ balance
—
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 379% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACYS INC.
Plan sponsor
Name
MACYS INC
EIN
13-3324058
Address
145 PROGRESS PLACE · SPRINGDALE, OH · 45246
Phone
(513) 782-1200
Industry
Retail Tradesee all
Plan administrator
Name
MACYS INC PENSION & P/S ADMIN COMM
EIN
31-1104425
City
CINCINNATI, OH
Phone
(513) 782-1200
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACY'S, INC. | 13-3324058 | — | PLAN ADMIN/PLAN COMM | $1.6M | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH,PIERCE,FENNER & SMITH | 91-0781053 | — | NONE | $2.0M | — |
| AON CONSULTING INC. | 22-2232264 | — | NONE | $826K | — |
| CLASSICAL MARKETING, LLC | 36-4291764 | — | NONE | $23K | — |
| RSVP | 36-3964634 | — | NONE | $21K | — |
Investments
1 pooled fund· $1.9B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MACYS INC DEF BEN PLANS MT MACYS INC · EIN 13-3324058 / PN 015 | Master Trust | $1.9B | 100.0% |
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