401(k) · DOL Form 5500 · 2022

Moelis & Company Holdings LP 401(k) Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
717
Participants Below avg headcount
94th
Percentile by assets National rank
$183,289
Avg per participant Above avg balance/head
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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.

  • #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.

#972
in Management of Enterprises (1,193 peers)
-11.0%
assets change YoY
1.3×
vs typical plan assets (national mean)

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.

Moelis & Company Group LP 401(k) Profit Sharing Plan's outsized position 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moelis & Company Group LP 401(k) Profit Sharing Plan sits mid-pack in the medium band (717 participants).

Published 5500 schedule card

Filing strip 208980370 · Moelis & Company Holdings LP PY 2022 · 401(k)

Moelis & Company Group LP 401(k) Profit Sharing Plan · $131M · 717 · 94th

  • EBSA $131M
  • EBSA 717
  • EBSA 94th
  • EBSA 401(k)
  • EBSA near Husky Retirement Savings
  • EBSA ind #972

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 Management of Enterprises retirement plans → · Plans in New York →

Moelis & Company Group LP 401(k) Profit Sharing Plan in the asset neighbourhood

Efsc Incentive Savings Plan$132MGensco Profit Sharing 401(k) PlanGensco Profit Sharing 401(k)…$131MMoelis & Company Group LP 401(k) Profit Sharing PlanMoelis & Company Group LP 40…$131MHusky Retirement Savings$131MPA Consulting Group, Inc. Salary Savings PlanPA Consulting Group, Inc. Sa…$131M
End-of-year total assets ($M) among Moelis & Company Group LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$131M
Net Income-$16M
Employer EIN208980370
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moelis & Company Holdings LP)

Sponsor-wide plan assets over time

All Moelis & Company Holdings LP plans reported in each filing year

Latest sponsor-wide plan assets
$206M 57.048563214892276% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $131M $206M ▲ +57.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Moelis & Company Group LP 401(k) Profit Sharing Plan, Total assets ($B): 0.1314184 · Participants: 717Moelis & Company Group LP 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Moelis & Company Group LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Moelis & Company Group LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Moelis & Company Group LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Husky Retirement Savings in VT ($131M); by covered participants it is Braskem Retirement Savings Plan in PA (717 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($131M here).

Similar participant headcount

Nearest other-state filings by covered participants (717 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Moelis & Company Group LP 401(k) Profit Sharing Plan assets move in 2022? ▼
Moelis & Company Group LP 401(k) Profit Sharing Plan pulled back noticeably - down 11.0% during 2022, from $148M to $131M. Reported net income was -$16M.
How have Moelis & Company Holdings LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moelis & Company Holdings LP's sponsor-wide assets grew 57.0%, from $131M to $206M.
Where does Moelis & Company Group LP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Moelis & Company Group LP 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Moelis & Company Group LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Husky Retirement Savings in VT ($131M, 515 participants).
Which 401(k) plans cover a similar participant headcount to Moelis & Company Group LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Braskem Retirement Savings Plan in PA (717 participants, $166M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208980370.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.