401(k) · DOL Form 5500 · 2022

Moneylion, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
298
Participants Below avg headcount
55th
Percentile by assets National rank
$21,066
Avg per participant Low balance/head
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Official DOL plan name: Moneylion, Inc. 401(k) Profit Sharing Plan · Sponsored by Moneylion, Inc. · New York · Finance & Insurance

$6M in assets, 298 participants

Moneylion, Inc.'s Moneylion, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 298 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,609 in Finance & Insurance (9,261 peers)

Coverage in New York

Moneylion, Inc. 401(k) Profit Sharing Plan covers 298 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $6M.

#3,609
in Finance & Insurance (9,261 peers)
+19.2%
assets growth YoY

Moneylion, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Moneylion, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,277,765 Top 45% higher than 55% 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

Moneylion, Inc. 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. Moneylion, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (298 participants).

DOL schedule card

Filing strip 464036860 · Moneylion, Inc. PY 2022 · 401(k)

Moneylion, Inc. 401(k) Profit Sharing Plan · $6M · 298 · 55th

  • TYPE $6M
  • TYPE 298
  • TYPE 55th
  • TYPE 401(k)
  • TYPE near Cohn Restaurant Group, Inc. 401(k) Plan
  • TYPE ind #3609

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 →

Moneylion, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Moneylion, Inc. 401(k) Profit Sharing PlanMoneylion, Inc. 401(k) Profi…$6MCohn Restaurant Group, Inc. 401(k) PlanCohn Restaurant Group, Inc. …$6MC & a Marketing/Zink Holdings 401(k) PlanC & a Marketing/Zink Holding…$6MAmerican State Bank 401(k) PlanAmerican State Bank 401(k) P…$6MHill Management Services, Inc. 401(k) PlanHill Management Services, In…$6M
End-of-year total assets ($M) among Moneylion, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN464036860
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moneylion, Inc.)

Sponsor-wide plan assets over time

All Moneylion, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 215.26936736242916% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $6.28M $19.8M ▲ +215.1%
Year Plans Participants Total Assets
2022 1 298 $6M
2023 1 378 $14M
2024 1 297 $20M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Moneylion, Inc. 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 ($B) Participants Moneylion, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006277765 · Participants: 298Moneylion, Inc. 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
Moneylion, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Moneylion, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Moneylion, Inc. 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 Cohn Restaurant Group, Inc. 401(k) Plan in CA ($6M); by covered participants it is Buckeye International, Inc 401(k) Plan in MO (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Moneylion, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Moneylion, Inc. 401(k) Profit Sharing Plan grew sharply - up 19.2% during 2022, from $5M to $6M. Reported net income was $1M.
How have Moneylion, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moneylion, Inc.'s sponsor-wide assets grew 215.3%, from $6M to $20M.
Which 401(k) plans are similar in size to Moneylion, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cohn Restaurant Group, Inc. 401(k) Plan in CA ($6M, 574 participants).
Which 401(k) plans cover a similar participant headcount to Moneylion, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buckeye International, Inc 401(k) Plan in MO (298 participants, $39M 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 464036860.

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.