401(k) · DOL Form 5500 · 2022
Moelis & Company Holdings LP 401(k) Plan
Data updated 2026-08-11
- $131M
- Total assets
- 717
- Participants
- 94th
- Percentile by assets
- $183,289
- Avg per participant
Official DOL plan name: Moelis & Company Group LP 401(k) Profit Sharing Plan · Sponsored by Moelis & Company Holdings LP · New York · Management of Enterprises
$131M in assets, 717 participants
Moelis & Company Holdings LP's Moelis & Company Group LP 401(k) Profit Sharing Plan reported $131M in total assets and 717 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #972 in Management of Enterprises (1,193 peers)
Where Moelis & Company Group LP 401(k) Profit Sharing Plan sits by assets
Moelis & Company Group LP 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $131M for 717 participants (~$183,289/participant), down 11.0% in 2022.
- $131M
- total plan assets (2022 EOY)
- 717
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $183,289
- avg assets per participant
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Moelis & Company Group LP 401(k) Profit Sharing Plan sits by total assets
Moelis & Company Group LP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$131,418,400 Top 6% higher than 94% 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
Moelis & Company Group LP 401(k) Profit Sharing Plan vs the 2022 asset distribution
By assets, Moelis & Company Group LP 401(k) Profit Sharing Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | -$16M |
| Employer EIN | 208980370 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moelis & Company Holdings LP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 717 | $131M |
| 2023 | 1 | 806 | $166M |
| 2024 | 1 | 828 | $206M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Moelis & Company Group LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Moelis & Company Group LP 401(k) Profit Sharing Plan by total assets, not by location.
- Husky Retirement Savings (VT) $131M · 515
- PA Consulting Group, Inc. Salary Savings Plan (MA) $131M · 455
- Gensco Profit Sharing 401(k) Plan (WA) $131M · 926
- Efsc Incentive Savings Plan (MO) $132M · 960
Frequently Asked Questions
How did Moelis & Company Group LP 401(k) Profit Sharing Plan assets move in 2022? ▼
How have Moelis & Company Holdings LP plan assets changed over time? ▼
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Next read for Moelis & Company Group LP 401(k) Profit …
Scale reading
Ways to act on Moelis & Company Group LP 401(k) Profit Sharing Plan's numbers.
- By total assets, Moelis & Company Group LP 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Moelis & Company Holdings LP's sponsor-wide assets have grown 57.0% since 2022 across 3 plan years on file. More Management of Enterprises plans