Blue Owl Capital 401(k) match, vesting and fees
What Blue Owl Capital's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions, | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Blue Owl Capital: employer contribution per participant | $2,993 | |
| Peer median | $2,935 |
| Blue Owl Capital: average balance | $77,619 | |
| Peer median | $92,770 |
| Blue Owl Capital: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $37.7M at the end of plan year 2023 to $63.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,093 | $63.1M | $2.4M | $2,993 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 693 | $37.7M | $1.6M | $2,878 | 0.46% | Not published | Form 5500 ↗ |
Common questions
Does Blue Owl Capital match 401(k) contributions?
The match terms for the Blue Owl Capital 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.4M in employer contributions, about $2,993 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Blue Owl Capital 401(k) match vested?
The vesting schedule for the Blue Owl Capital 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Blue Owl Capital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions,. The plan administrator is Blue Owl Capital Inc..
I left Blue Owl Capital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Blue Owl Capital Inc., (212) 970-6815) or the recordkeeper, Transamerica Retirement Solutions,. The Blue Owl Capital old 401(k) page lists the contacts from every plan filing. Find an old Blue Owl Capital 401(k)
Data from the public Form 5500 annual reports Blue Owl Capital filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Blue Owl Capital. Not financial advice. Report a correction · Methodology