Plan Ledger DOL Form 5500 · updated monthly

Blue Owl Capital LP401(k)

BLUE OWL CAPITAL 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.20%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Blue Owl Capital LP reported $102,407 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $2,376 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.23% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,155th-largest of 5,648 plans among New York employers on file, and the 1,404th of 4,798 in finance & insurance. In 2024, employees put in $4.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$63,103,924
Participants with balances813
Active participants1,024
Employer contributions$2,433,429
Employee contributions$11,614,106
Employer contribution per active participant$2,376
Average account balance$77,619
Benefits paid to participants$1,890,740
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$63.1M · 813 accts · $2.4M emplr
2023$37.7M · 555 accts · $1.6M emplr
The Blue Owl Capital LP 401(k) match · 2024
Employer contribution per active participant$2,376
Median for plans this size$3,635
2024$2,376 per active participant
2023$2,492 per active participant

Blue Owl Capital LP's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$102,407

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history2
2024$102,407 · 0.20%
2023$86,177 · 0.23%
Similar plansFinance & Insurance · New York
Ulster Savings Bank NY$64.4M · 0.23%
Bank Hapoalim B.M. NY$64.1M · 0.27%
Safehold Inc. NY$63.0M · 0.07%
Kps Capital Partners, LP NY$63.0M · 0.00%
Goldberg Lindsay & Co. LLC NY$61.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863906032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.