Morgan Stanley Domestic Holdings, LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Morgan Stanley Domestic Holdings, LLC (EIN 20-8764829) is a plan sponsor located in New York, NY with 8 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 20-8764829
- Location
- New York, NY
- Loaded plans
- 8
- Total reported participants
- 309,607
- Total reported plan assets (EOY)
- $21,350,829,719
- Plans with financial data
- 2
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Morgan Stanley 401(K) Plan | 003 | 80,740 | $19,235,068,266 | 2023 |
| Morgan Stanley Employees Retirement Plan | 001 | 24,522 | $2,115,761,453 | 2023 |
| Morgan Stanley Health Benefits And Insurance Plan | 501 | 52,982 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Severance Pay Plan | 509 | 52,450 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Employee Assistance Plan | 511 | 52,450 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Medical Plan | 507 | 45,187 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Retiree Medical Plan | 521 | 670 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Retiree Reimbursement Account Plan | 522 | 606 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Morgan Stanley Retiree Reimbursement Account Plan | 606 | — | 20240909125143NAL0009197282001 |
| 2023 | Morgan Stanley Employee Assistance Plan | 52,450 | — | 20240909125210NAL0002788387001 |
| 2023 | Morgan Stanley Health Benefits And Insurance Plan | 52,982 | — | 20240909125244NAL0002369459001 |
| 2023 | Morgan Stanley Medical Plan | 45,187 | — | 20240909125312NAL0002369715001 |
| 2023 | Morgan Stanley Retiree Medical Plan | 670 | — | 20240909125332NAL0002369955001 |
| 2023 | Morgan Stanley Severance Pay Plan | 52,450 | — | 20240909125354NAL0010405154001 |
| 2023 | Morgan Stanley Employees Retirement Plan | 24,522 | H, C | 20241002155308NAL0004996851001 |
| 2023 | Morgan Stanley 401(K) Plan | 80,740 | H, C | 20241002155747NAL0009097377001 |