401(k) · DOL Form 5500 · 2024

Blue Owl Capital Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
641
Participants Below avg headcount
87th
Percentile by assets National rank
$98,446
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 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.

  • #6,779 in Finance & Insurance (8,549 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.

#6,779
in Finance & Insurance (8,549 peers)
+67.3%
assets growth YoY
0.6×
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 2024 · DOL Form 5500

$63,103,924 Top 13% higher than 87% of 123,620 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 2024

Blue Owl Capital 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 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 (641 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 863906032 · Blue Owl Capital Inc. PY 2024 · 401(k)

Blue Owl Capital 401(k) Plan · $63M · 641 · 87th

  • PCT $63M
  • EIN 641
  • RANK 87th
  • PHOTO 401(k)
  • IND near Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan
  • EOY ind #6779

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

Hanna Holdings Retirement Savings PlanHanna Holdings Retirement Sa…$63MBlue Owl Capital 401(k) Plan$63MOrthoconnecticut, PLLC Employees 401(k) Profit Sharing PlanOrthoconnecticut, PLLC Emplo…$63MThe Kresge Foundation Employee Savings PlanThe Kresge Foundation Employ…$63MThe Northbridge Group Retirement Investment PlanThe Northbridge Group Retire…$63M
End-of-year total assets ($M) among Blue Owl Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$63M
Net Income$25M
Employer EIN863906032
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Owl Capital Inc.)

Sponsor-wide plan assets over time

All Blue Owl Capital Inc. 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): 0.063103924 · Participants: 641Blue Owl Capital 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The 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 Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan in CT ($63M); by covered participants it is The Bancorp, Inc. 401(k) Plan in DE (641 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (641 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Blue Owl Capital 401(k) Plan assets move in 2024? ▼
Blue Owl Capital 401(k) Plan surged - up 67.3% during 2024, from $38M to $63M. Reported net income was $25M.
How have Blue Owl Capital Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Blue Owl Capital Inc.'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 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Orthoconnecticut, PLLC Employees 401(k) Profit Sharing Plan in CT ($63M, 189 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 The Bancorp, Inc. 401(k) Plan in DE (641 participants, $120M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.