401(k) · DOL Form 5500 · 2022
Morgan Stanley Domestic Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $16.4B
- Total assets Mega-plan scale
- 42,924
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $382,432
- Avg per participant High balance/head
Official DOL plan name: Morgan Stanley 401(k) Plan · Sponsored by Morgan Stanley Domestic Holdings, Inc. · New York · Finance & Insurance
$16.4B in assets, 42,924 participants
Morgan Stanley Domestic Holdings, Inc.'s Morgan Stanley 401(k) Plan reported $16.4B in total assets and 42,924 participants in its 2022 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.
- #9,256 in Finance & Insurance (9,261 peers)
Coverage in New York
Morgan Stanley 401(k) Plan covers 42,924 participants in New York, 54x the typical New York plan (state average ~798 per filing). Assets: $16.4B.
- #9,256
- in Finance & Insurance (9,261 peers)
- -17.8%
- assets change YoY
- 165×
- vs typical plan assets (national mean)
The plan reported a net loss of $3.6B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morgan Stanley 401(k) Plan's outsized position by total assets
Morgan Stanley 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,415,517,176 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Morgan Stanley 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan Stanley 401(k) Plan is a mega filing (42,924 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 208764829 · Morgan Stanley Domestic Holdings, Inc. PY 2022 · 401(k)
Morgan Stanley 401(k) Plan · $16.4B · 42,924 · 100th
- 5500 $16.4B
- 5500 42,924
- 5500 100th
- 5500 401(k)
- 5500 near Kaiser Permanente 401(k) Retirement Plan
- 5500 ind #9256
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 Finance & Insurance retirement plans → · Plans in New York →
Morgan Stanley 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $20.0B |
|---|---|
| Net Assets (End of Year) | $16.2B |
| Net Income | -$3.6B |
| Employer EIN | 208764829 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan Stanley Domestic Holdings, Inc.)
Sponsor-wide plan assets over time
All Morgan Stanley Domestic Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24.2B 30.320489775283864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 49,915 | $18.6B |
| 2023 | 2 | 61,907 | $21.4B |
| 2024 | 2 | 59,810 | $24.2B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
- Deloitte Profit Sharing Plan $9.5B · 6,143
Scale composition for Morgan Stanley 401(k) Plan
Morgan Stanley 401(k) Plan reports $16.4B in end-of-year assets across 42,924 participants (0.13% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.046% of 93,925,755 covered participants) - about $382,432 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2022 was -$3.6B.
This plan identity (EIN 208764829, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $16.4B to $22.2B (+35.1%) while covered participants moved from 42,924 to 53,860 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 42,924 | $16.4B | This page |
| 2023 | 55,363 | $19.2B | Open filing |
| 2024 · index core | 53,860 | $22.2B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Morgan Stanley 401(k) Plan (401(k), $22.2B, 53,860 participants)
- Morgan Stanley Employees Retirement Plan (Defined Benefit (Pension), $2.0B, 5,950 participants)
Morgan Stanley 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Kaiser Permanente 401(k) Retirement Plan in CA ($16.1B); by covered participants it is Lifepoint Health, Inc. Retirement Plan in TN (42,978 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16.4B here).
- Kaiser Permanente 401(k) Retirement Plan (CA) $16.1B · 131,955
- Cisco Systems,Inc. 401(k) Plan (CA) $15.5B · 38,315
- Citi Retirement Savings Plan (CT) $17.4B · 70,070
- Amazon 401(k) Plan (WA) $17.7B · 1,230,308
Similar participant headcount
Nearest other-state filings by covered participants (42,924 participants); asset peers above are excluded.
- Lifepoint Health, Inc. Retirement Plan (TN) 42,978 · 54 off
- Johnson and Johnson Savings Plan (NJ) 43,271 · 347 off
- Allstate 401(k) Savings Plan (TX) 43,272 · 348 off
- Intermountain Healthcare Savings Plus 401(k) Plan (UT) 42,446 · 478 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.