Defined Benefit (Pension) · DOL Form 5500 · 2023
Morgan Stanley Domestic Holdings, LLC Pension Plan
Data updated 2026-08-11
- $2.1B
- Total assets
- 6,544
- Participants
- 99th
- Percentile by assets
- $323,313
- Avg per participant
Official DOL plan name: Morgan Stanley Employees Retirement Plan · Sponsored by Morgan Stanley Domestic Holdings, LLC · New York · Finance & Insurance
$2.1B in assets, 6,544 participants
Morgan Stanley Domestic Holdings, LLC's Morgan Stanley Employees Retirement Plan reported $2.1B in total assets and 6,544 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #8,749 in Finance & Insurance (8,869 peers)
Coverage in New York
Morgan Stanley Employees Retirement Plan covers 6,544 participants in New York, 8.2x the typical New York plan (state average ~798 per filing). Assets: $2.1B.
- $2.1B
- total plan assets (2023 EOY)
- 6,544
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $323,313
- avg assets per participant
The plan reported a net loss of $61M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morgan Stanley Employees Retirement Plan reported net income rose from -$932M in the plan year 2022 filing to -$61M in the plan year 2023 filing.
- Morgan Stanley Employees Retirement Plan reported participants fell from 6,991 in the plan year 2022 filing to 6,544 in the plan year 2023 filing.
- Morgan Stanley Employees Retirement Plan end-of-year assets fell from $2.2B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Morgan Stanley Employees Retirement Plan reports 6,544 participants - 8.2x that state average ($2.1B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | -$61M |
| Employer EIN | 208764829 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan Stanley Domestic Holdings, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 49,915 | $18.6B |
| 2023 | 2 | 61,907 | $21.4B |
| 2024 | 2 | 59,810 | $24.2B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Morgan Stanley Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Scale composition for Morgan Stanley Employees Retirement Plan
Morgan Stanley Employees Retirement Plan reports $2.1B in end-of-year assets across 6,544 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $323,313 per participant (2.3x the national average assets-per-participant) . Net income for plan year 2023 was -$61M.
This plan identity (EIN 208764829, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.0B (-6.0%) while covered participants moved from 6,991 to 5,950 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,991 | $2.2B | Open filing |
| 2023 | 6,544 | $2.1B | This page |
| 2024 · index core | 5,950 | $2.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Morgan Stanley 401(k) Plan (401(k), $22.2B, 53,860 participants)
- Morgan Stanley Employees Retirement Plan (Defined Benefit (Pension), $2.0B, 5,950 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Morgan Stanley Employees Retirement Plan by total assets, not by location.
- Northrop Grumman Retirement Plan B (VA) $2.1B · 1,733
- Cargill, Inc. and Associated Companies Salaried Employees Pension Plan (MN) $2.1B · 3,651
- Idaho National Laboratory Employee Retirement Plan (ID) $2.1B · 1,037
- The National Football League Club Employees Pension Plan (MD) $2.1B · 5,068
Frequently Asked Questions
How did Morgan Stanley Employees Retirement Plan assets move in 2023? ▼
How have Morgan Stanley Domestic Holdings, LLC plan assets changed over time? ▼
Where does Morgan Stanley Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Morgan Stanley Employees Retirement Plan? ▼
Next read for Morgan Stanley Employees Retirement Plan
Filing takeaways
Ways to act on Morgan Stanley Employees Retirement Plan's numbers.
- By total assets, Morgan Stanley Employees Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Morgan Stanley Domestic Holdings, LLC's sponsor-wide assets have grown 30.3% since 2022 across 3 plan years on file. More Finance & Insurance plans