401(k) · DOL Form 5500 · 2022

Kayne Anderson Capital Advisors, LP 401(k) Plan

Data updated 2026-08-11

$109M
Total assets
319
Participants
93rd
Percentile by assets
$341,598
Avg per participant
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Official DOL plan name: Kayne Anderson Capital Advisors 401(k) Plan · Sponsored by Kayne Anderson Capital Advisors, LP · California · Finance & Insurance

$109M in assets, 319 participants

Kayne Anderson Capital Advisors, LP's Kayne Anderson Capital Advisors 401(k) Plan reported $109M in total assets and 319 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #8,248 in Finance & Insurance (9,261 peers)

Where Kayne Anderson Capital Advisors 401(k) Plan sits by assets

Kayne Anderson Capital Advisors 401(k) Plan sits in the top 10% of all filed plans by assets, $109M for 319 participants (~$341,598/participant), down 11.5% in 2022.

$109M
total plan assets (2022 EOY)
319
covered participants
93rd
percentile by assets (of 139,126 plans)
$341,598
avg assets per participant

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kayne Anderson Capital Advisors 401(k) Plan vs the 2022 asset distribution

By assets, Kayne Anderson Capital Advisors 401(k) Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$123M
Net Assets (End of Year)$109M
Net Income-$14M
Employer EIN954486379
Plan Effective Date2002-01-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Kayne Anderson Capital Advisors, LP)

$100M$110M$120M$130M$140M$150M 202220232024 $109M $141M ▲ +29.1%
Total plan assets by year, all Kayne Anderson Capital Advisors, LP plans on file
Year Plans Participants Total Assets
2022 1 319 $109M
2023 1 342 $127M
2024 1 333 $141M

Nearby 401(k) Plans in California

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

Kayne Anderson Capital Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Kayne Anderson Capital Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kayne Anderson Capit…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Kayne Anderson Capital Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kayne Anderson Capital Advisors 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Kayne Anderson Capital Advisors 401(k) Plan assets move in 2022?
Kayne Anderson Capital Advisors 401(k) Plan pulled back noticeably - down 11.5% during 2022, from $123M to $109M. Reported net income was -$14M.
How have Kayne Anderson Capital Advisors, LP plan assets changed over time?
Across 3 plan years on file (2022-2024), Kayne Anderson Capital Advisors, LP's sponsor-wide assets grew 29.1%, from $109M to $141M.
Where does Kayne Anderson Capital Advisors 401(k) Plan rank by assets among Form 5500 filers?
Kayne Anderson Capital Advisors 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kayne Anderson Capital Advisors 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rooney Holdings, Inc. 401(k) Savings Plan in OK ($109M, 1,361 participants).

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