401(k) · DOL Form 5500 · 2022
Kelso & Company, LP 401(k) Plan
Data updated 2026-08-11
- $78M
- Total assets
- 74
- Participants
- 91st
- Percentile by assets
- $1.1M
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $78M
- total plan assets (2022 EOY)
- 74
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $1.1M
- avg assets per participant
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.
Where Kelso & Company Savings Plan sits 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
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 vs the 2022 asset distribution
By assets, Kelso & Company Savings Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | -$23M |
| Employer EIN | 942680741 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelso & Company, LP)
| 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.
- 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 Kelso & Company Savings Plan by total assets, not by location.
- Farnsworth Group, Inc. 401(k) Plan (IL) $78M · 454
- The Gorman-Rupp Company 401(k) Plan (OH) $78M · 935
- Quotient Technology Inc. 401(k) Plan (UT) $78M · 684
- Ichor Systems, Inc. Retirement Savings Plan (TX) $78M · 1,114
Frequently Asked Questions
How did Kelso & Company Savings Plan assets move in 2022? ▼
How have Kelso & Company, LP plan assets changed over time? ▼
Where does Kelso & Company Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Kelso & Company Savings Plan
Scale reading
Ways to act on Kelso & Company Savings Plan's numbers.
- By total assets, Kelso & Company Savings Plan ranks in the top 10% 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
- Kelso & Company, LP's sponsor-wide assets have grown 50.4% since 2022 across 3 plan years on file. More Finance & Insurance plans