401(k) · DOL Form 5500 · 2023

Kensico Capital Management Corp. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
29
Participants Small participant base
76th
Percentile by assets National rank
$841,948
Avg per participant High balance/head
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Official DOL plan name: Kensico Capital Management 401(k) Plan · Sponsored by Kensico Capital Management Corp. · Connecticut · Finance & Insurance

$24M in assets, 29 participants

Kensico Capital Management Corp.'s Kensico Capital Management 401(k) Plan reported $24M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,659 in Finance & Insurance (8,869 peers)

Where Kensico Capital Management 401(k) Plan sits by assets

Kensico Capital Management 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 29 participants (~$841,948/participant), up 19.8% in 2023.

#5,659
in Finance & Insurance (8,869 peers)
+19.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Kensico Capital Management 401(k) Plan's outsized position by total assets

Kensico Capital Management 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,416,488 Top 24% higher than 76% of 127,068 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 2023

Kensico Capital Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kensico Capital Management 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kensico Capital Management 401(k) Plan reported net income rose from -$10K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kensico Capital Management 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Kensico Capital Management 401(k) Plan reported participants rose from 28 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134079277 · Kensico Capital Management Corp. PY 2023 · 401(k)

Kensico Capital Management 401(k) Plan · $24M · 29 · 76th

  • EOY $24M
  • 5500 29
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Culmen International, LLC 401(k) Profit Sharing Plan and Trust
  • RANK ind #5659

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 Connecticut →

Kensico Capital Management 401(k) Plan in the asset neighbourhood

Kensico Capital Management 401(k) PlanKensico Capital Management 4…$24MCulmen International, LLC 401(k) Profit Sharing Plan and TrustCulmen International, LLC 40…$24MBlue Ridge Radiology P.C. Profit Sharing PlanBlue Ridge Radiology P.C. Pr…$24MHartfiel Automation, Inc. 401(k) Profit Sharing PlanHartfiel Automation, Inc. 40…$24MAmpirical Solutions 401(k) PlanAmpirical Solutions 401(k) P…$24M
End-of-year total assets ($M) among Kensico Capital Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN134079277
Plan Effective Date2004-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Kensico Capital Management Corp.)

Sponsor-wide plan assets over time

All Kensico Capital Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 78.84931545296256% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $20.4M $36.5M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 28 $20M
2023 1 29 $24M
2024 1 28 $36M

Nearby 401(k) Plans in Connecticut

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

Kensico Capital Management 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kensico Capital Management 401(k) Plan, Total assets ($B): 0.024416488 · Participants: 29Kensico Capital Management 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Kensico Capital Management 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Kensico Capital Management 401(k) Plan side-by-side with 3 peers →

Kensico Capital Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Culmen International, LLC 401(k) Profit Sharing Plan and Trust in VA ($24M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kensico Capital Management 401(k) Plan assets move in 2023? ▼
Kensico Capital Management 401(k) Plan grew sharply - up 19.8% during 2023, from $20M to $24M. Reported net income was $4M.
How have Kensico Capital Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kensico Capital Management Corp.'s sponsor-wide assets grew 78.8%, from $20M to $36M.
Where does Kensico Capital Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Kensico Capital Management 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kensico Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Culmen International, LLC 401(k) Profit Sharing Plan and Trust in VA ($24M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Kensico Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134079277.

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.