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MACY AND SON INC. — MACY & SON, INC. 401(K)PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250620083145NAL0005545264001
MACY AND SON INC.
Form 5500-SF
FILING_RECEIVED
MACY & SON, INC. 401(K)PROFIT SHARING PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
25
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MACY AND SON INC.
.
Find decision makers
Plan sponsor
Name
MACY AND SON INC.
EIN
90-0143041
Address
135 NE EVANS ST · MCMINNVILLE, OR · 97128
Phone
(503) 472-6151
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-06-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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$10.9B
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PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
