Defined Benefit (Pension) · DOL Form 5500 · 2022
Morgan Stanley Domestic Holdings, Inc. Pension Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 6,991
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $309,883
- Avg per participant High balance/head
Official DOL plan name: Morgan Stanley Employees Retirement Plan · Sponsored by Morgan Stanley Domestic Holdings, Inc. · New York · Finance & Insurance
$2.2B in assets, 6,991 participants
Morgan Stanley Domestic Holdings, Inc.'s Morgan Stanley Employees Retirement Plan reported $2.2B in total assets and 6,991 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,158 in Finance & Insurance (9,261 peers)
Coverage in New York
Morgan Stanley Employees Retirement Plan covers 6,991 participants in New York, 8.8x the typical New York plan (state average ~798 per filing). Assets: $2.2B.
- #9,158
- in Finance & Insurance (9,261 peers)
- -30.4%
- assets change YoY
- 22×
- vs typical plan assets (national mean)
The plan reported a net loss of $932M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morgan Stanley Employees Retirement Plan's outsized position by total assets
Morgan Stanley Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,166,389,547 Top 1% higher than 99% 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 Employees Retirement Plan's large-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 Employees Retirement Plan lands in the large band (6,991 participants).
DOL schedule card
Filing strip 208764829 · Morgan Stanley Domestic Holdings, Inc. PY 2022 · Defined Benefit (Pension)
Morgan Stanley Employees Retirement Plan · $2.2B · 6,991 · 99th
- EOY $2.2B
- 5500 6,991
- ASSETS 99th
- PCT Defined Benefit (Pension)
- EIN near Nestle Pension Plan
- RANK ind #9158
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 Employees Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3.1B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | -$932M |
| Employer EIN | 208764829 |
| Plan Effective Date | 1970-07-01 |
| 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 Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Scale composition for Morgan Stanley Employees Retirement Plan
Morgan Stanley Employees Retirement Plan reports $2.2B in end-of-year assets across 6,991 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $309,883 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2022 was -$932M.
This plan identity (EIN 208764829, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.0B (-6.0%) while covered participants moved from 6,991 to 5,950 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,991 | $2.2B | This page |
| 2023 | 6,544 | $2.1B | Open filing |
| 2024 · index core | 5,950 | $2.0B | 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 Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Nestle Pension Plan in OH ($2.2B); by covered participants it is The Coca-Cola Company Pension Plan in GA (7,010 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- Nestle Pension Plan (OH) $2.2B · 12,813
- Medtronic Retirement Plan for Certain Participants and Beneficiaries (MN) $2.2B · 9,031
- Ohio Carpenters' Pension Plan (MI) $2.1B · 10,024
- Ernst & Young Defined Benefit Retirement Plan (NJ) $2.1B · 41,604
Similar participant headcount
Nearest other-state filings by covered participants (6,991 participants); asset peers above are excluded.
- The Coca-Cola Company Pension Plan (GA) 7,010 · 19 off
- Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees (MN) 7,035 · 44 off
- Twin City Hospital Workers Pension Plan (MN) 6,940 · 51 off
- Northwest Airlines Pension Plan for Contract Employees (GA) 6,939 · 52 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.