401(k) · DOL Form 5500 · 2023

Moneylion, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
378
Participants Below avg headcount
65th
Percentile by assets National rank
$36,585
Avg per participant Low balance/head
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Official DOL plan name: Moneylion, Inc. 401(k) Profit Sharing Plan · Sponsored by Moneylion, Inc. · New York · Finance & Insurance

$14M in assets, 378 participants

Moneylion, Inc.'s Moneylion, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 378 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,492 in Finance & Insurance (8,869 peers)

Coverage in New York

Moneylion, Inc. 401(k) Profit Sharing Plan covers 378 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $14M.

#4,492
in Finance & Insurance (8,869 peers)
+120.3%
assets growth YoY

Moneylion, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Moneylion, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,829,000 Top 35% higher than 65% 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

Moneylion, Inc. 401(k) Profit Sharing 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. Moneylion, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (378 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moneylion, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Moneylion, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Moneylion, Inc. 401(k) Profit Sharing Plan reported participants rose from 298 in the plan year 2022 filing to 378 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464036860 · Moneylion, Inc. PY 2023 · 401(k)

Moneylion, Inc. 401(k) Profit Sharing Plan · $14M · 378 · 65th

  • PHOTO $14M
  • PHOTO 378
  • PHOTO 65th
  • PHOTO 401(k)
  • PHOTO near Florida Eye Health Services, LLC 401(k) Retirement Plan
  • PHOTO ind #4492

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 →

Moneylion, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Moneylion, Inc. 401(k) Profit Sharing PlanMoneylion, Inc. 401(k) Profi…$14MFlorida Eye Health Services, LLC 401(k) Retirement PlanFlorida Eye Health Services,…$14MKnight Piesold and Co. 401(k) Retirement PlanKnight Piesold and Co. 401(k…$14MCrane Credit Union Employees' Thrift PlanCrane Credit Union Employees…$14MCook Brown, LLP 401(k) Profit Sharing PlanCook Brown, LLP 401(k) Profi…$14M
End-of-year total assets ($M) among Moneylion, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$14M
Net Income$5M
Employer EIN464036860
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moneylion, Inc.)

Sponsor-wide plan assets over time

All Moneylion, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 215.26936736242916% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $6.28M $19.8M ▲ +215.1%
Year Plans Participants Total Assets
2022 1 298 $6M
2023 1 378 $14M
2024 1 297 $20M

Nearby 401(k) Plans in New York

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

Moneylion, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Moneylion, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013829 · Participants: 378Moneylion, Inc. 401(k) Profit Sharing 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
Moneylion, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Moneylion, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Moneylion, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Florida Eye Health Services, LLC 401(k) Retirement Plan in FL ($14M); by covered participants it is Sdl Inc. 401(k) Plan in MA (378 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (378 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 Moneylion, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Moneylion, Inc. 401(k) Profit Sharing Plan surged - up 120.3% during 2023, from $6M to $14M. Reported net income was $5M.
How have Moneylion, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moneylion, Inc.'s sponsor-wide assets grew 215.3%, from $6M to $20M.
Which 401(k) plans are similar in size to Moneylion, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Florida Eye Health Services, LLC 401(k) Retirement Plan in FL ($14M, 473 participants).
Which 401(k) plans cover a similar participant headcount to Moneylion, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sdl Inc. 401(k) Plan in MA (378 participants, $58M 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 464036860.

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.