Moelis and Company Group LP
Plan context: Moelis & Company Group LP 401(K) Profit Sharing Plan
EIN 20-8980370 • New York, NY • 38 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
932
2024 Assets
$206,390,709
2024 Contributions
$24,884,885
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 932 | $206,390,709 | $24,884,885 | $26,701iApproximate average salary by contribution assumption: employee only about $667,513 at 4% or $445,009 at 6%; with 50% employer match about $445,009 at 4% or $296,672 at 6%; with 100% employer match about $333,757 at 4% or $222,504 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 932 | $206,390,709 | $24,884,885 | $26,701iApproximate average salary by contribution assumption: employee only about $667,513 at 4% or $445,009 at 6%; with 50% employer match about $445,009 at 4% or $296,672 at 6%; with 100% employer match about $333,757 at 4% or $222,504 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 806 | - | - | - |
| 2023 | 2 | 836 | $165,849,763 | $18,381,899 | $21,988iApproximate average salary by contribution assumption: employee only about $549,698 at 4% or $366,465 at 6%; with 50% employer match about $366,465 at 4% or $244,310 at 6%; with 100% employer match about $274,849 at 4% or $183,233 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 828 | $165,849,763 | $18,381,899 | $22,200iApproximate average salary by contribution assumption: employee only about $555,009 at 4% or $370,006 at 6%; with 50% employer match about $370,006 at 4% or $246,671 at 6%; with 100% employer match about $277,505 at 4% or $185,003 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 836 | - | - | - |
| 2022 | 2 | 806 | $131,418,400 | $16,716,347 | $20,740iApproximate average salary by contribution assumption: employee only about $518,497 at 4% or $345,665 at 6%; with 50% employer match about $345,665 at 4% or $230,443 at 6%; with 100% employer match about $259,249 at 4% or $172,832 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 806 | $131,418,400 | $16,716,347 | $20,740iApproximate average salary by contribution assumption: employee only about $518,497 at 4% or $345,665 at 6%; with 50% employer match about $345,665 at 4% or $230,443 at 6%; with 100% employer match about $259,249 at 4% or $172,832 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 667 | - | - | - |
| 2021 | 2 | 717 | $147,693,275 | $15,961,594 | $22,262iApproximate average salary by contribution assumption: employee only about $556,541 at 4% or $371,027 at 6%; with 50% employer match about $371,027 at 4% or $247,352 at 6%; with 100% employer match about $278,270 at 4% or $185,514 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 717 | $147,693,275 | $15,961,594 | $22,262iApproximate average salary by contribution assumption: employee only about $556,541 at 4% or $371,027 at 6%; with 50% employer match about $371,027 at 4% or $247,352 at 6%; with 100% employer match about $278,270 at 4% or $185,514 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 615 | - | - | - |
| 2020 | 2 | 689 | $122,007,894 | $14,914,100 | $21,646iApproximate average salary by contribution assumption: employee only about $541,150 at 4% or $360,767 at 6%; with 50% employer match about $360,767 at 4% or $240,511 at 6%; with 100% employer match about $270,575 at 4% or $180,383 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 685 | $122,007,894 | $14,914,100 | $21,772iApproximate average salary by contribution assumption: employee only about $544,310 at 4% or $362,873 at 6%; with 50% employer match about $362,873 at 4% or $241,916 at 6%; with 100% employer match about $272,155 at 4% or $181,437 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 689 | - | - | - |
| 2019 | 2 | 652 | $94,762,939 | $13,611,711 | $20,877iApproximate average salary by contribution assumption: employee only about $521,921 at 4% or $347,948 at 6%; with 50% employer match about $347,948 at 4% or $231,965 at 6%; with 100% employer match about $260,961 at 4% or $173,974 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 652 | $94,762,939 | $13,611,711 | $20,877iApproximate average salary by contribution assumption: employee only about $521,921 at 4% or $347,948 at 6%; with 50% employer match about $347,948 at 4% or $231,965 at 6%; with 100% employer match about $260,961 at 4% or $173,974 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 632 | - | - | - |
| 2018 | 2 | 625 | $69,752,573 | $11,298,730 | $18,078iApproximate average salary by contribution assumption: employee only about $451,949 at 4% or $301,299 at 6%; with 50% employer match about $301,299 at 4% or $200,866 at 6%; with 100% employer match about $225,975 at 4% or $150,650 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 616 | $69,752,573 | $11,298,730 | $18,342iApproximate average salary by contribution assumption: employee only about $458,552 at 4% or $305,702 at 6%; with 50% employer match about $305,702 at 4% or $203,801 at 6%; with 100% employer match about $229,276 at 4% or $152,851 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 625 | - | - | - |
| 2017 | 2 | 546 | $67,048,693 | $9,632,600 | $17,642iApproximate average salary by contribution assumption: employee only about $441,053 at 4% or $294,035 at 6%; with 50% employer match about $294,035 at 4% or $196,024 at 6%; with 100% employer match about $220,527 at 4% or $147,018 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 546 | $67,048,693 | $9,632,600 | $17,642iApproximate average salary by contribution assumption: employee only about $441,053 at 4% or $294,035 at 6%; with 50% employer match about $294,035 at 4% or $196,024 at 6%; with 100% employer match about $220,527 at 4% or $147,018 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 490 | - | - | - |
| 2016 | 2 | 485 | $50,430,597 | $8,202,634 | $16,913iApproximate average salary by contribution assumption: employee only about $422,816 at 4% or $281,877 at 6%; with 50% employer match about $281,877 at 4% or $187,918 at 6%; with 100% employer match about $211,408 at 4% or $140,939 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 479 | $50,430,597 | $8,202,634 | $17,124iApproximate average salary by contribution assumption: employee only about $428,112 at 4% or $285,408 at 6%; with 50% employer match about $285,408 at 4% or $190,272 at 6%; with 100% employer match about $214,056 at 4% or $142,704 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 485 | - | - | - |
| 2015 | 2 | 483 | $40,457,431 | $7,563,988 | $15,660iApproximate average salary by contribution assumption: employee only about $391,511 at 4% or $261,007 at 6%; with 50% employer match about $261,007 at 4% or $174,005 at 6%; with 100% employer match about $195,755 at 4% or $130,504 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 480 | $40,457,431 | $7,563,988 | $15,758iApproximate average salary by contribution assumption: employee only about $393,958 at 4% or $262,638 at 6%; with 50% employer match about $262,638 at 4% or $175,092 at 6%; with 100% employer match about $196,979 at 4% or $131,319 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 483 | - | - | - |
| 2014 | 2 | 403 | $34,662,865 | $6,531,913 | $16,208iApproximate average salary by contribution assumption: employee only about $405,206 at 4% or $270,137 at 6%; with 50% employer match about $270,137 at 4% or $180,091 at 6%; with 100% employer match about $202,603 at 4% or $135,069 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 399 | $34,662,865 | $6,531,913 | $16,371iApproximate average salary by contribution assumption: employee only about $409,268 at 4% or $272,845 at 6%; with 50% employer match about $272,845 at 4% or $181,897 at 6%; with 100% employer match about $204,634 at 4% or $136,423 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 403 | - | - | - |
| 2013 | 3 | 396 | $32,792,760 | $6,929,421 | $17,499iApproximate average salary by contribution assumption: employee only about $437,463 at 4% or $291,642 at 6%; with 50% employer match about $291,642 at 4% or $194,428 at 6%; with 100% employer match about $218,732 at 4% or $145,821 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 396 | $32,792,760 | $5,547,801 | $14,010iApproximate average salary by contribution assumption: employee only about $350,240 at 4% or $233,493 at 6%; with 50% employer match about $233,493 at 4% or $155,662 at 6%; with 100% employer match about $175,120 at 4% or $116,747 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 374 | - | - | - |
| MOELIS & COMPANY HOLDINGS LP TRANSITIONAL 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $1,381,620 | - |
| 2012 | 3 | 329 | $23,820,623 | $6,005,977 | $18,255iApproximate average salary by contribution assumption: employee only about $456,381 at 4% or $304,254 at 6%; with 50% employer match about $304,254 at 4% or $202,836 at 6%; with 100% employer match about $228,191 at 4% or $152,127 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 326 | $23,031,825 | $4,555,475 | $13,974iApproximate average salary by contribution assumption: employee only about $349,346 at 4% or $232,897 at 6%; with 50% employer match about $232,897 at 4% or $155,265 at 6%; with 100% employer match about $174,673 at 4% or $116,449 at 6%. |
| MOELIS & COMPANY HOLDINGS LP TRANSITIONAL 401(K) PROFIT SHARING PLAN | - | 34 | $788,798 | $1,450,502 | $42,662iApproximate average salary by contribution assumption: employee only about $1,066,546 at 4% or $711,030 at 6%; with 50% employer match about $711,030 at 4% or $474,020 at 6%; with 100% employer match about $533,273 at 4% or $355,515 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 329 | - | - | - |
| 2011 | 3 | 347 | $16,878,819 | $5,766,115 | $16,617iApproximate average salary by contribution assumption: employee only about $415,426 at 4% or $276,951 at 6%; with 50% employer match about $276,951 at 4% or $184,634 at 6%; with 100% employer match about $207,713 at 4% or $138,475 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 273 | $15,651,569 | $4,510,146 | $16,521iApproximate average salary by contribution assumption: employee only about $413,017 at 4% or $275,345 at 6%; with 50% employer match about $275,345 at 4% or $183,563 at 6%; with 100% employer match about $206,509 at 4% or $137,672 at 6%. |
| MOELIS & COMPANY HOLDINGS LP TRANSITIONAL 401(K) PROFIT SHARING PLAN | - | 79 | $1,227,250 | $1,255,969 | $15,898iApproximate average salary by contribution assumption: employee only about $397,459 at 4% or $264,972 at 6%; with 50% employer match about $264,972 at 4% or $176,648 at 6%; with 100% employer match about $198,729 at 4% or $132,486 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 347 | - | - | - |
| 2010 | 2 | 317 | $12,605,826 | $4,113,922 | $12,978iApproximate average salary by contribution assumption: employee only about $324,442 at 4% or $216,295 at 6%; with 50% employer match about $216,295 at 4% or $144,196 at 6%; with 100% employer match about $162,221 at 4% or $108,147 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 317 | $12,605,826 | $4,113,922 | $12,978iApproximate average salary by contribution assumption: employee only about $324,442 at 4% or $216,295 at 6%; with 50% employer match about $216,295 at 4% or $144,196 at 6%; with 100% employer match about $162,221 at 4% or $108,147 at 6%. |
| Moelis and Company Group LP Health and Welfare Plan | - | 282 | - | - | - |
| 2009 | 2 | 180 | $7,913,315 | $3,995,960 | $22,200iApproximate average salary by contribution assumption: employee only about $554,994 at 4% or $369,996 at 6%; with 50% employer match about $369,996 at 4% or $246,664 at 6%; with 100% employer match about $277,497 at 4% or $184,998 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 180 | $7,913,315 | $2,381,338 | $13,230iApproximate average salary by contribution assumption: employee only about $330,741 at 4% or $220,494 at 6%; with 50% employer match about $220,494 at 4% or $146,996 at 6%; with 100% employer match about $165,371 at 4% or $110,247 at 6%. |
| MOELIS & COMPANY HOLDINGS, LLC - EXECUTIVE 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $1,614,622 | - |
| 2008 | 2 | 72 | $2,696,327 | $3,242,108 | $45,029iApproximate average salary by contribution assumption: employee only about $1,125,732 at 4% or $750,488 at 6%; with 50% employer match about $750,488 at 4% or $500,325 at 6%; with 100% employer match about $562,866 at 4% or $375,244 at 6%. |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 70 | $2,169,863 | $2,581,658 | $36,881iApproximate average salary by contribution assumption: employee only about $922,021 at 4% or $614,680 at 6%; with 50% employer match about $614,680 at 4% or $409,787 at 6%; with 100% employer match about $461,010 at 4% or $307,340 at 6%. |
| MOELIS & COMPANY HOLDINGS, LLC - EXECUTIVE 401K PROFIT SHARING PLAN | - | 72 | $526,464 | $660,450 | $9,173iApproximate average salary by contribution assumption: employee only about $229,323 at 4% or $152,882 at 6%; with 50% employer match about $152,882 at 4% or $101,921 at 6%; with 100% employer match about $114,661 at 4% or $76,441 at 6%. |
| 2007 | 1 | 26 | $0 | $0 | - |
| Moelis & Company Group LP 401(K) Profit Sharing Plan | - | 26 | - | - | - |