401(k) · DOL Form 5500 · 2023

Moelis & Company Holdings LP 401(k) Plan

Data updated 2026-08-11

$166M
Total assets: 806
Participants: 94th
Percentile by assets: $205,769
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

$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.

94th percentile by assets (of 127,072 plans)
#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.

$166M
total plan assets (2023 EOY): 806
covered participants: 94th
percentile by assets (of 127,072 plans): $205,769
avg assets per participant

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 →

State

New York

Industry

Management of Enterprises

Moelis & Company Group LP 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Moelis & Company Group LP 401(k) Profit Sharing Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$131M
Net Assets (End of Year)	$166M
Net Income	$34M
Employer EIN	208980370
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Moelis & Company Holdings LP)

Total plan assets by year, all Moelis & Company Holdings LP plans on file

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 $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Moelis & Company Group LP 401(k) Profit … side-by-side with 3 peers →

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.

Cmt Profit Sharing/401(k) Plan (IL) $166M · 406
Ipsen Biopharmaceuticals, Inc. U.S. 401(k) Plan (NJ) $166M · 622
Homestreet, Inc 401(k) Savings Plan (WA) $166M · 955
Dvcc, LLC Employees Retirement Plan (MD) $166M · 1,234

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).

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

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.