401(k) · DOL Form 5500 · 2023

Blue Owl Capital LP 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
517
Participants Below avg headcount
82nd
Percentile by assets National rank
$72,941
Avg per participant Below avg balance/head
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Official DOL plan name: Blue Owl Capital 401(k) Plan · Sponsored by Blue Owl Capital LP · New York · Finance & Insurance

$38M in assets, 517 participants

Blue Owl Capital LP's Blue Owl Capital 401(k) Plan reported $38M in total assets and 517 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,460 in Finance & Insurance (8,869 peers)

Where Blue Owl Capital 401(k) Plan sits by assets

Blue Owl Capital 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 517 participants (~$72,941/participant).

#6,460
in Finance & Insurance (8,869 peers)
$16M
reported net income
0.4×
vs typical plan assets (national mean)

Blue Owl Capital 401(k) Plan's outsized position by total assets

Blue Owl Capital 401(k) Plan vs every filed plan by assets

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

$37,710,397 Top 18% higher than 82% 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

Blue Owl Capital 401(k) 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. Blue Owl Capital 401(k) Plan sits mid-pack in the medium band (517 participants).

Plan-year Form 5500 strip

Filing strip 863906032 · Blue Owl Capital LP PY 2023 · 401(k)

Blue Owl Capital 401(k) Plan · $38M · 517 · 82nd

  • BOOK $38M
  • VS-ST 517
  • BOY 82nd
  • SCH 401(k)
  • EBSA near Kenwal Group Retirement Savings Plan
  • PART ind #6460

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 →

Blue Owl Capital 401(k) Plan in the asset neighbourhood

Tressler LLP 401(k) Retirement PlanTressler LLP 401(k) Retireme…$38MBlue Owl Capital 401(k) Plan$38MKenwal Group Retirement Savings PlanKenwal Group Retirement Savi…$38MTriton Health Systems, L.L.C. 401(k) Retirement PlanTriton Health Systems, L.L.C…$38MTotes Isotoner Corporation Retirement Savings PlanTotes Isotoner Corporation R…$38M
End-of-year total assets ($M) among Blue Owl Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$38M
Net Income$16M
Employer EIN863906032
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Owl Capital LP)

Sponsor-wide plan assets over time

All Blue Owl Capital LP plans reported in each filing year

Latest sponsor-wide plan assets
$63M 67.33826482919287% vs 2023
2024 filing year
$30M$40M$50M$60M$70M 20232024 $37.7M $63.1M ▲ +67.3%
Year Plans Participants Total Assets
2023 1 517 $38M
2024 1 641 $63M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Blue Owl Capital 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Blue Owl Capital 401(k) Plan, Total assets ($B): 0.037710397 · Participants: 517Blue Owl Capital 401(k) 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
Blue Owl Capital 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Blue Owl Capital 401(k) Plan side-by-side with 3 peers →

Blue Owl Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kenwal Group Retirement Savings Plan in MI ($38M); by covered participants it is Floqast 401(k) Plan in CA (517 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (517 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 have Blue Owl Capital LP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Blue Owl Capital LP's sponsor-wide assets grew 67.3%, from $38M to $63M.
Where does Blue Owl Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Blue Owl Capital 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Blue Owl Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kenwal Group Retirement Savings Plan in MI ($38M, 297 participants).
Which 401(k) plans cover a similar participant headcount to Blue Owl Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Floqast 401(k) Plan in CA (517 participants, $16M 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 863906032.

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.