401(k) · DOL Form 5500 · 2023

Midocean US Advisor LP 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
84
Participants Small participant base
82nd
Percentile by assets National rank
$434,117
Avg per participant High balance/head
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Official DOL plan name: Midocean US Advisor LP 401(k) Plan · Sponsored by Midocean US Advisor LP · New York · Finance & Insurance

$36M in assets, 84 participants

Midocean US Advisor LP's Midocean US Advisor LP 401(k) Plan reported $36M in total assets and 84 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.

  • #6,414 in Finance & Insurance (8,869 peers)

Where Midocean US Advisor LP 401(k) Plan sits by assets

Midocean US Advisor LP 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 84 participants (~$434,117/participant), up 32.1% in 2023.

#6,414
in Finance & Insurance (8,869 peers)
+32.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Midocean US Advisor LP 401(k) Plan's outsized position by total assets

Midocean US Advisor LP 401(k) Plan vs every filed plan by assets

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

$36,465,863 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

Midocean US Advisor LP 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Midocean US Advisor LP 401(k) Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midocean US Advisor LP 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Midocean US Advisor LP 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Midocean US Advisor LP 401(k) Plan reported participants rose from 81 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431994382 · Midocean US Advisor LP PY 2023 · 401(k)

Midocean US Advisor LP 401(k) Plan · $36M · 84 · 82nd

  • EOY $36M
  • EOY 84
  • EOY 82nd
  • EOY 401(k)
  • EOY near Mshs Group 401(k) Plan
  • EOY ind #6414

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 →

Midocean US Advisor LP 401(k) Plan in the asset neighbourhood

Midocean US Advisor LP 401(k) PlanMidocean US Advisor LP 401(k…$36MMshs Group 401(k) Plan$36MDonovan Marine, Inc. Retirement and Profit Sharing PlanDonovan Marine, Inc. Retirem…$36MContinental Cars, Inc. 401(k) Plan & TrustContinental Cars, Inc. 401(k…$36MHaas Sons, Inc. 401(k) Profit Sharing PlanHaas Sons, Inc. 401(k) Profi…$36M
End-of-year total assets ($M) among Midocean US Advisor LP 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)$28M
Net Assets (End of Year)$36M
Net Income$9M
Employer EIN431994382
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midocean US Advisor LP)

Sponsor-wide plan assets over time

All Midocean US Advisor LP plans reported in each filing year

Latest sponsor-wide plan assets
$44M 61.12464950562838% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27.6M $44.5M ▲ +61.1%
Year Plans Participants Total Assets
2022 1 81 $28M
2023 1 84 $36M
2024 1 84 $44M

Nearby 401(k) Plans in New York

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

Midocean US Advisor LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Midocean US Advisor LP 401(k) Plan, Total assets ($B): 0.036465863 · Participants: 84Midocean US Advisor LP 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
Midocean US Advisor LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Midocean US Advisor LP 401(k) Plan side-by-side with 3 peers →

Midocean US Advisor LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mshs Group 401(k) Plan in FL ($36M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Midocean US Advisor LP 401(k) Plan assets move in 2023? ▼
Midocean US Advisor LP 401(k) Plan surged - up 32.1% during 2023, from $28M to $36M. Reported net income was $9M.
How have Midocean US Advisor LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midocean US Advisor LP's sponsor-wide assets grew 61.1%, from $28M to $44M.
Where does Midocean US Advisor LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Midocean US Advisor LP 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 Midocean US Advisor LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mshs Group 401(k) Plan in FL ($36M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Midocean US Advisor LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants, N/A 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 431994382.

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.