401(k) · DOL Form 5500 · 2022

Kelso & Company, LP 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
74
Participants Small participant base
91st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Kelso & Company Savings Plan · Sponsored by Kelso & Company, LP · New York · Finance & Insurance

$78M in assets, 74 participants

Kelso & Company, LP's Kelso & Company Savings Plan reported $78M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,958 in Finance & Insurance (9,261 peers)

Where Kelso & Company Savings Plan sits by assets

Kelso & Company Savings Plan sits in the top 10% of all filed plans by assets, $78M for 74 participants (~$1.1M/participant), down 22.4% in 2022.

#7,958
in Finance & Insurance (9,261 peers)
-22.4%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelso & Company Savings Plan's outsized position by total assets

Kelso & Company Savings Plan vs every filed plan by assets

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

$77,981,416 Top 9% higher than 91% 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

Kelso & Company Savings 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. Kelso & Company Savings Plan is a small filing (74 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 942680741 · Kelso & Company, LP PY 2022 · 401(k)

Kelso & Company Savings Plan · $78M · 74 · 91st

  • 5500 $78M
  • ASSETS 74
  • PCT 91st
  • EIN 401(k)
  • RANK near Farnsworth Group, Inc. 401(k) Plan
  • PHOTO ind #7958

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 →

Kelso & Company Savings Plan in the asset neighbourhood

Ichor Systems, Inc. Retirement Savings PlanIchor Systems, Inc. Retireme…$78MQuotient Technology Inc. 401(k) PlanQuotient Technology Inc. 401…$78MThe Gorman-Rupp Company 401(k) PlanThe Gorman-Rupp Company 401(…$78MFarnsworth Group, Inc. 401(k) PlanFarnsworth Group, Inc. 401(k…$78MKelso & Company Savings Plan$78M
End-of-year total assets ($M) among Kelso & Company Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$78M
Net Income-$23M
Employer EIN942680741
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelso & Company, LP)

Sponsor-wide plan assets over time

All Kelso & Company, LP plans reported in each filing year

Latest sponsor-wide plan assets
$117M 50.40542864725616% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $78M $117M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 74 $78M
2023 1 70 $98M
2024 1 75 $117M

Nearby 401(k) Plans in New York

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

Kelso & Company Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kelso & Company Savings Plan, Total assets ($B): 0.077981416 · Participants: 74Kelso & Company Savings 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
Kelso & Company Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kelso & Company Savings Plan side-by-side with 3 peers →

Kelso & Company Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Farnsworth Group, Inc. 401(k) Plan in IL ($78M); 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 ($78M 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 Kelso & Company Savings Plan assets move in 2022? ▼
Kelso & Company Savings Plan declined sharply - down 22.4% during 2022, from $100M to $78M. Reported net income was -$23M.
How have Kelso & Company, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelso & Company, LP's sponsor-wide assets grew 50.4%, from $78M to $117M.
Where does Kelso & Company Savings Plan rank by assets among Form 5500 filers? ▼
Kelso & Company Savings Plan ranks in the 91st 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 Kelso & Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farnsworth Group, Inc. 401(k) Plan in IL ($78M, 454 participants).
Which 401(k) plans cover a similar participant headcount to Kelso & Company Savings 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 942680741.

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.