401(k) · DOL Form 5500 · 2023
Morgan Stanley Domestic Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $19.2B
- Total assets Mega-plan scale
- 55,363
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $347,435
- Avg per participant High balance/head
Official DOL plan name: Morgan Stanley 401(k) Plan · Sponsored by Morgan Stanley Domestic Holdings, LLC · New York · Finance & Insurance
$19.2B in assets, 55,363 participants
Morgan Stanley Domestic Holdings, LLC's Morgan Stanley 401(k) Plan reported $19.2B in total assets and 55,363 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #8,864 in Finance & Insurance (8,869 peers)
Coverage in New York
Morgan Stanley 401(k) Plan covers 55,363 participants in New York, 69x the typical New York plan (state average ~798 per filing). Assets: $19.2B.
- #8,864
- in Finance & Insurance (8,869 peers)
- +17.2%
- assets growth YoY
- 193×
- vs typical plan assets (national mean)
Morgan Stanley 401(k) Plan's outsized position by total assets
Morgan Stanley 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,235,068,266 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Morgan Stanley 401(k) Plan's mega-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 401(k) Plan is a mega filing (55,363 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morgan Stanley 401(k) Plan reported net income rose from -$3.6B in the plan year 2022 filing to $2.9B in the plan year 2023 filing.
- Morgan Stanley 401(k) Plan reported participants rose from 42,924 in the plan year 2022 filing to 55,363 in the plan year 2023 filing.
- Morgan Stanley 401(k) Plan end-of-year assets rose from $16.4B in the plan year 2022 filing to $19.2B in the plan year 2023 filing.
DOL schedule card
Filing strip 208764829 · Morgan Stanley Domestic Holdings, LLC PY 2023 · 401(k)
Morgan Stanley 401(k) Plan · $19.2B · 55,363 · 100th
- ASSETS $19.2B
- PCT 55,363
- EIN 100th
- RANK 401(k)
- PHOTO near GE Retirement Savings Plan
- IND ind #8864
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 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $16.4B |
|---|---|
| Net Assets (End of Year) | $19.0B |
| Net Income | $2.9B |
| Employer EIN | 208764829 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 49,915 | $18.6B |
| 2023 | 2 | 61,907 | $21.4B |
| 2024 | 2 | 59,810 | $24.2B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan $9.1B · 17,796
Scale composition for Morgan Stanley 401(k) Plan
Morgan Stanley 401(k) Plan reports $19.2B in end-of-year assets across 55,363 participants (0.16% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.059% of 93,925,755 covered participants) - about $347,435 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2023 was $2.9B.
This plan identity (EIN 208764829, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $16.4B to $22.2B (+35.1%) while covered participants moved from 42,924 to 53,860 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 42,924 | $16.4B | Open filing |
| 2023 | 55,363 | $19.2B | This page |
| 2024 · index core | 53,860 | $22.2B | 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)
Morgan Stanley 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is GE Retirement Savings Plan in OH ($19.5B); by covered participants it is Ross Stores, Inc. 401(k) Savings Plan in CA (55,389 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19.2B here).
- GE Retirement Savings Plan (OH) $19.5B · 59,766
- Chevron Employee Savings Investment Plan (CA) $18.9B · 20,352
- Cisco Systems,Inc. 401(k) Plan (CA) $18.9B · 40,364
- Kaiser Permanente 401(k) Retirement Plan (CA) $19.7B · 136,422
Similar participant headcount
Nearest other-state filings by covered participants (55,363 participants); asset peers above are excluded.
- Ross Stores, Inc. 401(k) Savings Plan (CA) 55,389 · 26 off
- Truist Financial Corporation 401(k) Savings Plan (NC) 55,480 · 117 off
- The Progressive 401(k) Plan (OH) 56,176 · 813 off
- The Hy-Vee and Affiliates 401(k) Plan (IA) 56,181 · 818 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.