Defined Benefit (Pension) · DOL Form 5500 · 2024

Morgan Stanley Domestic Holdings, LLC Pension Plan

Data updated 2026-07-24

$2.0B
Total assets: 5,950
Participants: 99th
Percentile by assets: $342,074
Avg per participant

Official DOL plan name: Morgan Stanley Employees Retirement Plan · Sponsored by Morgan Stanley Domestic Holdings, LLC · New York · Finance & Insurance

$2.0B in assets, 5,950 participants

Morgan Stanley Domestic Holdings, LLC's Morgan Stanley Employees Retirement Plan reported $2.0B in total assets and 5,950 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Coverage in New York

Morgan Stanley Employees Retirement Plan covers 5,950 participants in New York, 7.5x the typical New York plan (state average ~795 per filing). Assets: $2.0B.

$2.0B
total plan assets (2024 EOY): 5,950
covered participants: 99th
percentile by assets (of 116,472 plans): $342,074
avg assets per participant

The plan reported a net loss of $70M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morgan Stanley Employees Retirement Plan reported net income fell from -$61M in the plan year 2023 filing to -$70M in the plan year 2024 filing.
Morgan Stanley Employees Retirement Plan reported participants fell from 6,544 in the plan year 2023 filing to 5,950 in the plan year 2024 filing.
Morgan Stanley Employees Retirement Plan end-of-year assets fell from $2.1B in the plan year 2023 filing to $2.0B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Morgan Stanley Employees Retirement Plan reports 5,950 participants - 7.5x that state average ($2.0B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$2.1B
Net Assets (End of Year)	$2.0B
Net Income	-$70M
Employer EIN	208764829
Plan Effective Date	1970-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Morgan Stanley Domestic Holdings, LLC)

Total plan assets by year, all Morgan Stanley Domestic Holdings, LLC plans on file

Year	Plans	Participants	Total Assets
2022	2	49,915	$18.6B
2023	2	61,907	$21.4B
2024	2	59,810	$24.2B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Morgan Stanley Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Morgan Stanley Employees Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Morgan Stanley Employees Retirement Plan by total assets, not by location.

Bayer Corporation Pension Plan (MO) $2.0B · 1,464
Group Retirement Income Plan No. 10 (IL) $2.0B · 2,560
Northrop Grumman Retirement Plan B (VA) $2.1B · 1,614
Seafarers Pension Plan (MD) $2.1B · 7,182

Frequently Asked Questions

How did Morgan Stanley Employees Retirement Plan assets move in 2024? ▼

Morgan Stanley Employees Retirement Plan edged down modestly - down 3.8% during 2024, from $2.1B to $2.0B. Reported net income was -$70M.

How have Morgan Stanley Domestic Holdings, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Morgan Stanley Domestic Holdings, LLC's sponsor-wide assets grew 30.3%, from $18.6B to $24.2B.

Where does Morgan Stanley Employees Retirement Plan rank by assets among Form 5500 filers? ▼

Morgan Stanley Employees Retirement Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Morgan Stanley Employees Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Bayer Corporation Pension Plan in MO ($2.0B, 1,464 participants).

Next read for Morgan Stanley Employees Retirement Plan

Filing takeaways

Ways to act on Morgan Stanley Employees Retirement Plan's numbers.

By total assets, Morgan Stanley Employees Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Morgan Stanley Domestic Holdings, LLC's sponsor-wide assets have grown 30.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 208764829.

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.