401(k) · DOL Form 5500 · 2022

Alkeon Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
74
Participants Small participant base
68th
Percentile by assets National rank
$160,451
Avg per participant Above avg balance/head
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Official DOL plan name: Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan · Sponsored by Alkeon Capital Management, LLC · New York · Finance & Insurance

$12M in assets, 74 participants

Alkeon Capital Management, LLC's Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan reported $12M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,814 in Finance & Insurance (9,261 peers)

Alkeon Capital Management, LLC multi-year trail

Alkeon Capital Management, LLC's plans moved +51.4% in assets from 2022 to 2024; this filing shows Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan at $12M / 74 participants.

#4,814
in Finance & Insurance (9,261 peers)
-8.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan's outsized position by total assets

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,873,395 Top 32% higher than 68% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan is a small filing (74 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 134200935 · Alkeon Capital Management, LLC PY 2022 · 401(k)

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan · $12M · 74 · 68th

  • PART $12M
  • PART 74
  • PART 68th
  • PART 401(k)
  • PART near Sunrise Medical Management, L.L.C. Retirement Plan
  • PART ind #4814

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan in the asset neighbourhood

Alkeon Capital Management, LLC 401(k)/Profit Sharing PlanAlkeon Capital Management, L…$12MSunrise Medical Management, L.L.C. Retirement PlanSunrise Medical Management, …$12MRubius Therapeutics 401(k) PlanRubius Therapeutics 401(k) P…$12MPhoenix 401(k) Plan$12MProspect Mold and Die Company Thrift Incentive PlanProspect Mold and Die Compan…$12M
End-of-year total assets ($M) among Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alkeon Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Alkeon Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 51.43159138561465% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.9M $18M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 74 $12M
2023 1 73 $15M
2024 1 77 $18M

Alkeon Capital Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN134200935
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan, Total assets ($B): 0.011873395 · Participants: 74Alkeon Capital Management, LLC 401(k)/Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sunrise Medical Management, L.L.C. Retirement Plan in AZ ($12M); by covered participants it is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan assets move in 2022? ▼
Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan pulled back noticeably - down 8.6% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Alkeon Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alkeon Capital Management, LLC's sponsor-wide assets grew 51.4%, from $12M to $18M.
Which 401(k) plans are similar in size to Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunrise Medical Management, L.L.C. Retirement Plan in AZ ($12M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134200935.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.