Defined Benefit (Pension) · DOL Form 5500 · 2023

Morgan Stanley Domestic Holdings, LLC Pension Plan

Data updated 2026-08-25

$2.1B
Total assets Very large vs avg
6,544
Participants Above avg headcount
99th
Percentile by assets National rank
$323,313
Avg per participant High balance/head
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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.

  • #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.

#8,749
in Finance & Insurance (8,869 peers)
-2.3%
assets change YoY
21×
vs typical plan assets (national mean)

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.

Morgan Stanley Employees Retirement Plan's outsized position by total assets

Morgan Stanley Employees Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,115,761,453 Top 1% higher than 99% 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

Morgan Stanley Employees Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan Stanley Employees Retirement Plan lands in the large band (6,544 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208764829 · Morgan Stanley Domestic Holdings, LLC PY 2023 · Defined Benefit (Pension)

Morgan Stanley Employees Retirement Plan · $2.1B · 6,544 · 99th

  • TYPE $2.1B
  • TYPE 6,544
  • TYPE 99th
  • TYPE Defined Benefit (Pension)
  • TYPE near Northrop Grumman Retirement Plan B
  • TYPE ind #8749

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 →

Morgan Stanley Employees Retirement Plan in the asset neighbourhood

The National Football League Club Employees Pension PlanThe National Football League…$2.1BMorgan Stanley Employees Retirement PlanMorgan Stanley Employees Ret…$2.1BCargill, Inc. and Associated Companies Salaried Employees Pension PlanCargill, Inc. and Associated…$2.1BNorthrop Grumman Retirement Plan BNorthrop Grumman Retirement …$2.1BIdaho National Laboratory Employee Retirement PlanIdaho National Laboratory Em…$2.1B
End-of-year total assets ($B) among Morgan Stanley Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2.2B
Net Assets (End of Year)$2.1B
Net Income-$61M
Employer EIN208764829
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan Stanley Domestic Holdings, LLC)

Sponsor-wide plan assets over time

All Morgan Stanley Domestic Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24.2B 30.320489775283864% vs 2022
2024 filing year
$18B$20B$22B$24B$26B 202220232024 $18.6B $24.2B ▲ +30.4%
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 Scatter plot of 6 data points. 050000100000150000 0102030 Total assets ($B) Participants Morgan Stanley Employees Retirement Plan, Total assets ($B): 2.115761453 · Participants: 6544Morgan Stanley Employees Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Morgan Stanley Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Morgan Stanley Employees Retirement Plan side-by-side with 3 peers →

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 Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Northrop Grumman Retirement Plan B in VA ($2.1B); by covered participants it is Transamerica Pension Plan in IA (6,519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,544 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 Morgan Stanley Employees Retirement Plan assets move in 2023? ▼
Morgan Stanley Employees Retirement Plan edged down modestly - down 2.3% during 2023, from $2.2B to $2.1B. Reported net income was -$61M.
How have Morgan Stanley Domestic Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan Stanley Domestic Holdings, LLC's sponsor-wide assets grew 30.3%, from $18.6B to $24.2B.
Where does Morgan Stanley Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Morgan Stanley Employees Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Morgan Stanley Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Northrop Grumman Retirement Plan B in VA ($2.1B, 1,733 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morgan Stanley Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Transamerica Pension Plan in IA (6,519 participants, $2.3B 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 208764829.

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.