Macquarie Holdings (u.s.a) Inc. 401(k) Plan: Login, Facts & Contact Information

Macquarie Holdings (u.s.a) Inc. 401(k) Plan Facts

Plan name
MACQUARIE HOLDINGS (USA) INC. 401(K) PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MACQUARIE HOLDINGS (U.S.A.) INC.
Participants
3,885 (2,294 active employees)
Former employees with a balance
1,575
Plan assets
$720,651,399 at Dec 31, 2024
Average account balance
$192,276 across 3,748 accounts
Employer contributions
$16,985,029 in plan year 2024 (28% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 1, 1995
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $60.9 million went into the plan in contributions, $17.0 million of it from the employer (28%).
  • $44.8 million was paid out to participants.
  • Investment and other income added $105.6 million.
  • Administrative expenses were $587,135, about $157 per account.

How the Macquarie Holdings (u.s.a) Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,030$383.5 million$11.5 million$26.7 million
20203,221$483.4 million$12.0 million$32.5 million
20213,270$562.4 million$11.9 million$43.1 million
20223,377$470.4 million$14.1 million$33.5 million
20233,710$599.5 million$17.0 million$35.8 million
20243,885$720.7 million$17.0 million$44.8 million

Macquarie Holdings (u.s.a) Inc. 401(k) Contact Information

Phone
212-231-1000
Mailing address
660 5TH AVE, NEW YORK NY 10103
Plan sponsor
MACQUARIE HOLDINGS (U.S.A.) INC.
Plan administrator
JOINT 401K ADVISORY & INVESTMENT COMM. OF MACQUARIE
Employer identification number (EIN)
13-3789912
Plan number
001

Questions about the Macquarie Holdings (u.s.a) Inc. 401(k)

Does Macquarie Holdings (u.s.a) Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $17.0 million, 28% of all contributions.

Does the Macquarie Holdings (u.s.a) Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Macquarie Holdings (u.s.a) Inc 401(k) plan?

3,885 participants at the start of plan year 2024, 2,294 of them active employees, and 1,575 former employees who still had money in the plan.

What is the average 401(k) balance at Macquarie Holdings (u.s.a) Inc?

About $192,276 per account: $720.7 million in plan assets across 3,748 accounts with a balance at the end of plan year 2024.

Who manages the Macquarie Holdings (u.s.a) Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Macquarie Holdings (u.s.a) Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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