401(k) · DOL Form 5500 · 2022

Kohlberg Kravis Roberts & Co. L.P. 401(k) Plan

Data updated 2026-08-25

$417M
Total assets Above avg plan size
1,194
Participants Near avg headcount
98th
Percentile by assets National rank
$349,042
Avg per participant High balance/head
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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.

  • #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.

#8,849
in Finance & Insurance (9,261 peers)
-12.5%
assets change YoY
4.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$416,756,607 Top 2% higher than 98% 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

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan lands in the large band (1,194 participants).

DOL schedule card

Filing strip 132857105 · Kohlberg Kravis Roberts & Co. L.P. PY 2022 · 401(k)

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan · $417M · 1,194 · 98th

  • BOOK $417M
  • BOOK 1,194
  • BOOK 98th
  • BOOK 401(k)
  • BOOK near Walsh Group Employees Profit Sharing Plan
  • BOOK ind #8849

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 →

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan in the asset neighbourhood

H.B. Fuller Company 401(k) & Retirement PlanH.B. Fuller Company 401(k) &…$418MWestern & Southern Financial Group Employee Retirement 401(k) Savings PlanWestern & Southern Financial…$418MKohlberg Kravis Roberts and Co. 401(k) Profit Sharing PlanKohlberg Kravis Roberts and …$417MWalsh Group Employees Profit Sharing PlanWalsh Group Employees Profit…$416MSamtec, Incorporated Retirement PlanSamtec, Incorporated Retirem…$416M
End-of-year total assets ($M) among Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$476M
Net Assets (End of Year)$417M
Net Income-$60M
Employer EIN132857105
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kohlberg Kravis Roberts & Co. L.P.)

Sponsor-wide plan assets over time

All Kohlberg Kravis Roberts & Co. L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$666M 59.85372008751382% vs 2022
2024 filing year
$300M$400M$500M$600M$700M 202220232024 $417M $666M ▲ +59.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.416756607 · Participants: 1194Kohlberg Kravis Roberts and Co. 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
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kohlberg Kravis Roberts and Co. 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 Walsh Group Employees Profit Sharing Plan in IL ($416M); by covered participants it is Labatt Food Service Employees' Profit Sharing Plan in TX (1,194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,194 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 Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan assets move in 2022? ▼
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan pulled back noticeably - down 12.5% during 2022, from $476M to $417M. Reported net income was -$60M.
How have Kohlberg Kravis Roberts & Co. L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kohlberg Kravis Roberts & Co. L.P.'s sponsor-wide assets grew 59.9%, from $417M to $666M.
Where does Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walsh Group Employees Profit Sharing Plan in IL ($416M, 3,865 participants).
Which 401(k) plans cover a similar participant headcount to Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Labatt Food Service Employees' Profit Sharing Plan in TX (1,194 participants, $62M 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 132857105.

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.