Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Blue Owl Capital
Blue Owl Capital 401(k)
- OWL NYSE
- Finance and insurance
- New York, NY
- EIN 86-3906032
- 1 plan with Schedule H financials
- Plan year 2024
- Blue Owl Capital Inc.
Administrative expenses excluding investment management, per participant · Blue Owl Capital 401(k) Plan · plan year 2024
$125.96
Higher than 66% of the 8,758 plans $50 to 250M that report it.
Source
= $102,407 / 813
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250924105055NAL0008033264001, received 2025-09-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924105055NAL0008033264001, received 2025-09-24
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-24.
Cost and contributions
Administrative expenses per participant
$125.96
Higher than 47% of the 9,042 plans $50 to 250M that report it.
Source
= $102,407 / 813
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250924105055NAL0008033264001, received 2025-09-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924105055NAL0008033264001, received 2025-09-24
Administrative expenses as a share of assets
0.162%
Higher than 59% of the 9,049 plans $50 to 250M that report it.
Source
= $102,407 / $63,103,924
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250924105055NAL0008033264001, received 2025-09-24
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250924105055NAL0008033264001, received 2025-09-24
Employer contributions per participant
$2,993
Higher than 55% of the 9,105 plans $50 to 250M that report it.
Source
= $2,433,429 / 813
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250924105055NAL0008033264001, received 2025-09-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924105055NAL0008033264001, received 2025-09-24
Employer share of total contributions
11.9%
Higher than 6% of the 9,112 plans $50 to 250M that report it.
Source
= $2,433,429 / $20,511,901
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250924105055NAL0008033264001, received 2025-09-24
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250924105055NAL0008033264001, received 2025-09-24
Plan terms, as stated in Blue Owl Capital Inc.'s SEC filings
Plan terms are described in Blue Owl Capital Inc.'s SEC filings: Form 10-K filed 2026-02-19. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · 3B · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250924105055NAL0008033264001, received 2025-09-24
Full record, Blue Owl Capital 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BLUE OWL CAPITAL INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Plan name | BLUE OWL CAPITAL 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Sponsor EIN / plan number | 86-3906032 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Sponsor location | NEW YORK, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Filing received | 2025-09-24 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Participants, beginning of year | 693 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Active participants | 1,024 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Participants, end of year | 1,093 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Participants with an account balance | 813 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Total assets, beginning of year | $37,710,397 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Total assets, end of year | $63,103,924 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Net assets, end of year | $63,103,924 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Total income | $27,386,674 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Net income | $25,393,527 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Employer contributions | $2,433,429 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Participant contributions | $11,614,106 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Other contributions (incl. rollovers) | $6,464,366 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Total contributions | $20,511,901 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Benefit payments | $1,890,740 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Total expenses (incl. benefit payments) | $1,993,147 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Total administrative expenses | $102,407 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Administrative expenses excluding investment management | $102,407 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Held in mutual funds | $59,101,944 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250924105055NAL0008033264001, received 2025-09-24 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250924105055NAL0008033264001, received 2025-09-24 |
Position = column in the DOL layout for form year 2024. Filing 20250924105055NAL0008033264001, received 2025-09-24.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS,recordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees | $102,407 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250924105055NAL0008033264001, received 2025-09-24.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $37,710,397 | $63,103,924 | 67.3% |
| Participants with a balance | 555 | 813 | 46.5% |
| Administrative expenses | $86,177 | $102,407 | 18.8% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,597,290 | $2,433,429 | 52.3% |
Prior filing 20241011165422NAL0012779635001, received 2024-10-11; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: BLUE OWL CAPITAL INC.; SEC registrant: BLUE OWL CAPITAL INC. (CIK 1823945, matched by EIN; display name from the Form 10-K cover).