401(k) · DOL Form 5500 · 2023

Kohlberg Kravis Roberts & Co. L.P. 401(k) Plan

Data updated 2026-08-25

$542M
Total assets Above avg plan size
1,562
Participants Near avg headcount
98th
Percentile by assets National rank
$347,106
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan · Sponsored by Kohlberg Kravis Roberts & Co. L.P. · New York · Finance & Insurance

$542M in assets, 1,562 participants

Kohlberg Kravis Roberts & Co. L.P.'s Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan reported $542M in total assets and 1,562 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,493 in Finance & Insurance (8,869 peers)

Where Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan sits by assets

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $542M for 1,562 participants (~$347,106/participant), up 30.1% in 2023.

#8,493
in Finance & Insurance (8,869 peers)
+30.1%
assets growth YoY
5.4×
vs typical plan assets (national mean)

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan's outsized position by total assets

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$542,179,962 Top 2% higher than 98% 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

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan lands in the large band (1,562 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan reported net income rose from -$60M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan reported participants rose from 1,194 in the plan year 2022 filing to 1,562 in the plan year 2023 filing.
  • Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan end-of-year assets rose from $417M in the plan year 2022 filing to $542M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132857105 · Kohlberg Kravis Roberts & Co. L.P. PY 2023 · 401(k)

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan · $542M · 1,562 · 98th

  • NET $542M
  • NET 1,562
  • NET 98th
  • NET 401(k)
  • NET near Optum Partner Services 401(k) Savings Plan
  • NET ind #8493

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 →

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan in the asset neighbourhood

Plexus Corp. 401(k) Retirement PlanPlexus Corp. 401(k) Retireme…$543MHancock Whitney Corporation 401(k) Savings PlanHancock Whitney Corporation …$543MKohlberg Kravis Roberts and Co. 401(k) Profit Sharing PlanKohlberg Kravis Roberts and …$542MOptum Partner Services 401(k) Savings PlanOptum Partner Services 401(k…$542MAci Worldwide Corp 401(k) PlanAci Worldwide Corp 401(k) Pl…$542M
End-of-year total assets ($M) among Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$417M
Net Assets (End of Year)$542M
Net Income$125M
Employer EIN132857105
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kohlberg Kravis Roberts & Co. L.P.)

Sponsor-wide plan assets over time

All Kohlberg Kravis Roberts & Co. L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$666M 59.85372008751382% vs 2022
2024 filing year
$300M$400M$500M$600M$700M 202220232024 $417M $666M ▲ +59.9%
Year Plans Participants Total Assets
2022 1 1,194 $417M
2023 1 1,562 $542M
2024 1 1,557 $666M

Nearby 401(k) Plans in New York

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

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.542179962 · Participants: 1562Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Optum Partner Services 401(k) Savings Plan in MN ($542M); by covered participants it is Weekley Homes 401(k) Plan in TX (1,562 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($542M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,562 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 Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan assets move in 2023? ▼
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan surged - up 30.1% during 2023, from $417M to $542M. Reported net income was $125M.
How have Kohlberg Kravis Roberts & Co. L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kohlberg Kravis Roberts & Co. L.P.'s sponsor-wide assets grew 59.9%, from $417M to $666M.
Where does Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Optum Partner Services 401(k) Savings Plan in MN ($542M, 3,445 participants).
Which 401(k) plans cover a similar participant headcount to Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Weekley Homes 401(k) Plan in TX (1,562 participants, $356M 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 132857105.

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.