401(k) · DOL Form 5500 · 2022
Kohlberg Kravis Roberts & Co. L.P. 401(k) Plan
Data updated 2026-08-11
- $417M
- Total assets
- 1,194
- Participants
- 98th
- Percentile by assets
- $349,042
- Avg per participant
Official DOL plan name: Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan · Sponsored by Kohlberg Kravis Roberts & Co. L.P. · New York · Finance & Insurance
$417M in assets, 1,194 participants
Kohlberg Kravis Roberts & Co. L.P.'s Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan reported $417M in total assets and 1,194 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,849 in Finance & Insurance (9,261 peers)
Where Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan sits by assets
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $417M for 1,194 participants (~$349,042/participant), down 12.5% in 2022.
- $417M
- total plan assets (2022 EOY)
- 1,194
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $349,042
- avg assets per participant
The plan reported a net loss of $60M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan vs the 2022 asset distribution
By assets, Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $476M |
|---|---|
| Net Assets (End of Year) | $417M |
| Net Income | -$60M |
| Employer EIN | 132857105 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kohlberg Kravis Roberts & Co. L.P.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,194 | $417M |
| 2023 | 1 | 1,562 | $542M |
| 2024 | 1 | 1,557 | $666M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan by total assets, not by location.
- Walsh Group Employees Profit Sharing Plan (IL) $416M · 3,865
- Samtec, Incorporated Retirement Plan (IN) $416M · 1,868
- Western & Southern Financial Group Employee Retirement 401(k) Savings Plan (OH) $418M · 3,144
- H.B. Fuller Company 401(k) & Retirement Plan (MN) $418M · 2,527
Frequently Asked Questions
How did Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan assets move in 2022? ▼
How have Kohlberg Kravis Roberts & Co. L.P. plan assets changed over time? ▼
Where does Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan's numbers.
- By total assets, Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Kohlberg Kravis Roberts & Co. L.P.'s sponsor-wide assets have grown 59.9% since 2022 across 3 plan years on file. More Finance & Insurance plans