401(k) · DOL Form 5500 · 2024
Blue Owl Capital Inc. 401(k) Plan
Data updated 2026-08-06
- $63M
- Total assets
- 641
- Participants
- 87th
- Percentile by assets
- $98,446
- Avg per participant
Official DOL plan name: Blue Owl Capital 401(k) Plan · Sponsored by Blue Owl Capital Inc. · New York · Finance & Insurance
$63M in assets, 641 participants
Blue Owl Capital Inc.'s Blue Owl Capital 401(k) Plan reported $63M in total assets and 641 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 116,472 plans)
- #6,553 in Finance & Insurance (8,240 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, $63M for 641 participants (~$98,446/participant), up 67.3% in 2024.
- $63M
- total plan assets (2024 EOY)
- 641
- covered participants
- 87th
- percentile by assets (of 116,472 plans)
- $98,446
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Blue Owl Capital 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- Blue Owl Capital 401(k) Plan reported net income rose from $16M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Blue Owl Capital 401(k) Plan reported participants rose from 517 in the plan year 2023 filing to 641 in the plan year 2024 filing.
Blue Owl Capital 401(k) Plan vs the 2024 asset distribution
By assets, Blue Owl Capital 401(k) Plan outranks 87% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $25M |
| Employer EIN | 863906032 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Owl Capital Inc.)
| 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
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Blue Owl Capital 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Blue Owl Capital 401(k) Plan assets move in 2024? ▼
How have Blue Owl Capital Inc. plan assets changed over time? ▼
Where does Blue Owl Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Blue Owl Capital 401(k) Plan? ▼
Next read for Blue Owl Capital 401(k) Plan
Scale reading
Ways to act on Blue Owl Capital 401(k) Plan's numbers.
- By total assets, Blue Owl Capital 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Blue Owl Capital Inc.'s sponsor-wide assets have grown 67.3% since 2023 across 2 plan years on file. More Finance & Insurance plans