401(k) · DOL Form 5500 · 2024

Moneylion, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
297
Participants Below avg headcount
70th
Percentile by assets National rank
$66,639
Avg per participant Below avg 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

$20M in assets, 297 participants

Moneylion, Inc.'s Moneylion, Inc. 401(k) Profit Sharing Plan reported $20M in total assets and 297 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,703 in Finance & Insurance (8,549 peers)

Coverage in New York

Moneylion, Inc. 401(k) Profit Sharing Plan covers 297 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $20M.

#4,703
in Finance & Insurance (8,549 peers)
+43.1%
assets growth YoY

Moneylion, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,791,870 Top 30% higher than 70% 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

Moneylion, Inc. 401(k) Profit Sharing 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. Moneylion, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moneylion, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Moneylion, Inc. 401(k) Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Moneylion, Inc. 401(k) Profit Sharing Plan reported participants fell from 378 in the plan year 2023 filing to 297 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 464036860 · Moneylion, Inc. PY 2024 · 401(k)

Moneylion, Inc. 401(k) Profit Sharing Plan · $20M · 297 · 70th

  • BOOK $20M
  • VS-ST 297
  • BOY 70th
  • SCH 401(k)
  • EBSA near Trystar, LLC 401(k) Plan
  • PART ind #4703

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…$20MTrystar, LLC 401(k) Plan$20MThe Renfrew Centers, Inc. 401(k) PlanThe Renfrew Centers, Inc. 40…$20MZynex, Inc. 401(k) Plan$20MU.S. Holdings, Inc. Et Al 401(k) PlanU.S. Holdings, Inc. Et Al 40…$20M
End-of-year total assets ($M) among Moneylion, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$20M
Net Income$6M
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): 0.01979187 · Participants: 297Moneylion, Inc. 401(k) Profit Sharing 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
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 Trystar, LLC 401(k) Plan in MN ($20M); by covered participants it is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Moneylion, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Moneylion, Inc. 401(k) Profit Sharing Plan surged - up 43.1% during 2024, from $14M to $20M. Reported net income was $6M.
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 Trystar, LLC 401(k) Plan in MN ($20M, 555 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 Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants, $35M 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 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.