401(k) · DOL Form 5500 · 2022

Kayne Anderson Capital Advisors, LP 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
319
Participants Below avg headcount
93rd
Percentile by assets National rank
$341,598
Avg per participant High balance/head
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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.

  • #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.

#8,248
in Finance & Insurance (9,261 peers)
-11.5%
assets change YoY
1.1×
vs typical plan assets (national mean)

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's outsized position by total assets

Kayne Anderson Capital Advisors 401(k) Plan vs every filed plan by assets

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

$108,969,859 Top 7% higher than 93% 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

Kayne Anderson Capital Advisors 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kayne Anderson Capital Advisors 401(k) Plan sits mid-pack in the medium band (319 participants).

Form 5500 schedule snapshot

Filing strip 954486379 · Kayne Anderson Capital Advisors, LP PY 2022 · 401(k)

Kayne Anderson Capital Advisors 401(k) Plan · $109M · 319 · 93rd

  • SCH $109M
  • SCH 319
  • SCH 93rd
  • SCH 401(k)
  • SCH near Rooney Holdings, Inc. 401(k) Savings Plan
  • SCH ind #8248

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 California →

Kayne Anderson Capital Advisors 401(k) Plan in the asset neighbourhood

Kayne Anderson Capital Advisors 401(k) PlanKayne Anderson Capital Advis…$109MRooney Holdings, Inc. 401(k) Savings PlanRooney Holdings, Inc. 401(k)…$109MZausner Foods Corp. and Participating Employers Savings Plus PlanZausner Foods Corp. and Part…$109MOcean Network Express (North America) Inc. 401(k) PlanOcean Network Express (North…$109MMajor League Soccer 401(k) PlanMajor League Soccer 401(k) P…$109M
End-of-year total assets ($M) among Kayne Anderson Capital Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Kayne Anderson Capital Advisors, LP plans reported in each filing year

Latest sponsor-wide plan assets
$141M 29.109378768674006% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $109M $141M ▲ +29.1%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kayne Anderson Capital Advisors 401(k) Plan, Total assets ($B): 0.108969859 · Participants: 319Kayne Anderson Capital Advisors 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Kayne Anderson Capital Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kayne Anderson Capital Advisors 401(k) Plan side-by-side with 3 peers →

Kayne Anderson Capital Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rooney Holdings, Inc. 401(k) Savings Plan in OK ($109M); by covered participants it is Ask Telemarketing, Inc. 401(k) Plan in AL (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 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).
Which 401(k) plans cover a similar participant headcount to Kayne Anderson Capital Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ask Telemarketing, Inc. 401(k) Plan in AL (319 participants, $605K 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 954486379.

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.