Morgan Stanley Plan Assets at Fair Value decreased by 1.1% to $0.86 in Q4 2024 compared to the prior quarter. Over 2 years (FY 2022 to FY 2024), Plan Assets at Fair Value shows relatively stable performance with a -1.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Higher values relative to liabilities indicate a well-funded plan, reducing the risk of future cash calls on the company's operating budget.
The total market value of assets held in trust to fund pension or post-retirement benefit obligations. This metric is cr...
Comparable across firms with legacy defined-benefit pension plans; heavily influenced by market performance and interest rates.
plan_assets_at_fair_value| Q4 '22 | Q4 '23 | Q4 '24 | |
|---|---|---|---|
| Value | 0.9 | 0.9 | 0.9 |
| QoQ Change | — | -1.1% | -1.1% |
| YoY Change | — | -1.1% | -1.1% |