Employer · plans filed under one EIN
Morgan Stanley Domestic Holdings, LLC
New York, NY · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Morgan Stanley Domestic Holdings, LLC's employer identification number (New York, New York). Their latest filings total 104,515 participant records and $24.0B in net assets.
The largest is Morgan Stanley 401(k) Plan, an ESOP with a 401(k) feature with 80,789 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $540M and participant contributions $833M in the latest plan years; benefits paid were $1.60B. Schedule C compensation reported to service provider organisations totalled $21.0M.
Combined net assets moved from $7.41B in 2011 to $24.0B in 2024 (up 225%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Morgan Stanley 401(k) Plan | ESOP with a 401(k) feature | 2024 | 80,789 | $22.0B | $272,542 | $7,353 | $17.1M |
| Morgan Stanley Employees Retirement Plan | defined benefit pension plan | 2024 | 23,726 | $2.03B | $85,559 | $25,316 | $3.9M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 104,515 | $24.0B | $540M | $833M |
| 2023 | 2 | 105,131 | $21.1B | $395M | $801M |
| 2022 | 2 | 101,248 | $18.3B | $411M | $719M |
| 2021 | 1 | 64,051 | $19.7B | $325M | $583M |
| 2020 | 2 | 89,580 | $19.0B | $286M | $523M |
| 2019 | 2 | 89,824 | $15.6B | $278M | $509M |
| 2018 | 2 | 89,621 | $13.0B | $272M | $487M |
| 2017 | 2 | 89,867 | $14.0B | $258M | $445M |
| 2016 | 2 | 91,640 | $12.1B | $250M | $435M |
| 2015 | 2 | 91,568 | $11.2B | $256M | $442M |
| 2014 | 2 | 91,988 | $11.5B | $452M | $423M |
| 2013 | 2 | 94,628 | $9.92B | $240M | $406M |
| 2012 | 2 | 98,619 | $8.98B | $152M | $238M |
| 2011 | 2 | 80,596 | $7.41B | $162M | $248M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| T. Rowe Price Associates, Inc. | Investment management | 1 | $3,773,377 |
| BlackRock Institutional Trust Co. | Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management | 2 | $1,931,468 |
| Alight Solutions LLC | Recordkeeping and information management | 1 | $1,829,512 |
| Westfield Capital Management Co., LP | Investment management | 1 | $1,724,662 |
| State Street Global Advisrs TRST Co. | Custodial (other than securities); Custodial (securities); Investment management | 1 | $1,639,301 |
| Pacific Investment MGMT Co. LLC | Investment management | 1 | $1,451,401 |
| Artisan Partners | — | 1 | $1,448,835 |
| Fred Alger Management LLC | Investment management | 1 | $1,170,181 |
| Westwood Management Corporation | Investment management; Investment advisory (plan) | 1 | $1,161,879 |
| Fidelity Institutional Asset MGMT | Investment management; Other services | 1 | $913,515 |
| Thompson, Siegel & Walmsley LLC | Investment management | 1 | $811,667 |
| Nisa Investment Advisors, LLC | Investment management | 1 | $628,395 |
| Shenkman Capital Management, Inc. | Investment management | 1 | $598,961 |
| Principal Global Investors, LLC | Investment management | 1 | $563,822 |
| The Northern Trust Company | Trustee (bank, trust company, or similar financial institution); Investment management | 1 | $341,903 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Morgan Stanley Domestic Holdings, LLC have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Morgan Stanley 401(k) Plan and Morgan Stanley Employees Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Morgan Stanley Domestic Holdings, LLC contribute to its plans?
$539,705,435 in employer contributions across these plans in their latest plan years, about $9,041 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name T. Rowe Price Associates, Inc., BlackRock Institutional Trust Co., Alight Solutions LLC and Westfield Capital Management Co., LP and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.