401(k) · DOL Form 5500 · 2023

Moelis & Company Holdings LP 401(k) Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
806
Participants Near avg headcount
94th
Percentile by assets National rank
$205,769
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

$166M in assets, 806 participants

Moelis & Company Holdings LP's Moelis & Company Group LP 401(k) Profit Sharing Plan reported $166M in total assets and 806 participants in its 2023 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.

  • #925 in Management of Enterprises (1,137 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, $166M for 806 participants (~$205,769/participant), up 26.2% in 2023.

#925
in Management of Enterprises (1,137 peers)
+26.2%
assets growth YoY
1.7×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$165,849,763 Top 6% higher than 94% of 127,068 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 2023

Moelis & Company Group LP 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 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 (806 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moelis & Company Group LP 401(k) Profit Sharing Plan reported net income rose from -$16M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Moelis & Company Group LP 401(k) Profit Sharing Plan end-of-year assets rose from $131M in the plan year 2022 filing to $166M in the plan year 2023 filing.
  • Moelis & Company Group LP 401(k) Profit Sharing Plan reported participants rose from 717 in the plan year 2022 filing to 806 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208980370 · Moelis & Company Holdings LP PY 2023 · 401(k)

Moelis & Company Group LP 401(k) Profit Sharing Plan · $166M · 806 · 94th

  • PART $166M
  • PART 806
  • PART 94th
  • PART 401(k)
  • PART near Cmt Profit Sharing/401(k) Plan
  • PART ind #925

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

Ipsen Biopharmaceuticals, Inc. U.S. 401(k) PlanIpsen Biopharmaceuticals, In…$166MMoelis & Company Group LP 401(k) Profit Sharing PlanMoelis & Company Group LP 40…$166MCmt Profit Sharing/401(k) PlanCmt Profit Sharing/401(k) Pl…$166MHomestreet, Inc 401(k) Savings PlanHomestreet, Inc 401(k) Savin…$166MDvcc, LLC Employees Retirement PlanDvcc, LLC Employees Retireme…$166M
End-of-year total assets ($M) among Moelis & Company Group LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$166M
Net Income$34M
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 -20020406080 Total assets ($B) Participants Moelis & Company Group LP 401(k) Profit Sharing Plan, Total assets ($B): 0.165849763 · Participants: 806Moelis & Company Group LP 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 Cmt Profit Sharing/401(k) Plan in IL ($166M); by covered participants it is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (806 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($166M here).

Similar participant headcount

Nearest other-state filings by covered participants (806 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Moelis & Company Group LP 401(k) Profit Sharing Plan grew sharply - up 26.2% during 2023, from $131M to $166M. Reported net income was $34M.
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 127,072 plans that reported assets for plan year 2023 (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 Cmt Profit Sharing/401(k) Plan in IL ($166M, 406 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 Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (806 participants, $170M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.