401(k) · DOL Form 5500 · 2024

Midocean US Advisor LP 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
84
Participants Small participant base
83rd
Percentile by assets National rank
$529,388
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

$44M in assets, 84 participants

Midocean US Advisor LP's Midocean US Advisor LP 401(k) Plan reported $44M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,268 in Finance & Insurance (8,549 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, $44M for 84 participants (~$529,388/participant), up 21.9% in 2024.

#6,268
in Finance & Insurance (8,549 peers)
+21.9%
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 2024 · DOL Form 5500

$44,468,589 Top 17% higher than 83% 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

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

Plan-year 2024 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 2023 → plan year 2024

  • Midocean US Advisor LP 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Midocean US Advisor LP 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431994382 · Midocean US Advisor LP PY 2024 · 401(k)

Midocean US Advisor LP 401(k) Plan · $44M · 84 · 83rd

  • VS-ST $44M
  • BOY 84
  • SCH 83rd
  • EBSA 401(k)
  • PART near Andis Company 401(k)
  • TYPE ind #6268

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…$44MAndis Company 401(k)$44MJohnson Matthey Inc. Hourly 401(k) PlanJohnson Matthey Inc. Hourly …$44MPediatric Home Service Employees Savings PlanPediatric Home Service Emplo…$44MConsensus Retirement Plan$44M
End-of-year total assets ($M) among Midocean US Advisor LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$44M
Net Income$8M
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): 0.044468589 · Participants: 84Midocean US Advisor LP 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
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 Andis Company 401(k) in WI ($44M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Midocean US Advisor LP 401(k) Plan assets move in 2024? ▼
Midocean US Advisor LP 401(k) Plan grew sharply - up 21.9% during 2024, from $36M to $44M. Reported net income was $8M.
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 83rd 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 Midocean US Advisor LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Andis Company 401(k) in WI ($44M, 488 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 Sentrillion Savings Investment Plan in AZ (84 participants, N/A 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 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.