Blue Owl Capital Inc. 401(k) Review & Grade
Blue Owl Capital 401(k) Plan
New York, NYFinance & Insurance832 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$2,923Employer $ per active participant
$13,951Employee $ saved per active participant
0.20%Direct admin cost, % of plan assets
$63.1MNet plan assets, end of year
$77,619Average balance per account
Score breakdown
- Employer generosity18.9 / 5038th percentile for employer $ per participant
- Low cost13.5 / 2554th percentile for low admin cost vs. same-size plans
- Employee saving13.2 / 1588th percentile for employee $ per participant
- Plan features0 / 10No auto-enrollment or default investment reported
Total score46 / 100 · Grade C
This plan vs. peers
Peers: Finance & Insurance plans with 500–2,499 active participants (754 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 38th |
| Lower admin cost | 54th |
| Employee saving | 88th |
| Peers that auto-enroll | 62% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Blue Owl Capital put in about $2,923 per active participant, below the typical peer ($3,606). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $2,433,429 |
| Participant (employee) contributions | $11,614,106 |
| Other contributions (incl. rollovers in) | $6,464,366 |
| Administrative expenses paid from the plan | $102,407 |
| Other admin expenses | $102,407 |
| Benefits paid out | $1,890,740 |
| Net assets, start / end of year | $37.7M / $63.1M |
| Active participants, start / end of year | 641 / 1,024 |
| Participants with account balances | 813 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Bdo USA, P.C. |
Largest service providers (Schedule C)
| Transamerica Retirement Solutions, | $102,407 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250924105055NAL0008033264001, received 2025-09-24, EIN 86-3906032, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.