401(k) · DOL Form 5500 · 2023

Makena Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
76
Participants Small participant base
80th
Percentile by assets National rank
$431,343
Avg per participant High balance/head
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Official DOL plan name: Makena 401(k) Plan · Sponsored by Makena Capital Management, LLC · California · Finance & Insurance

$33M in assets, 76 participants

Makena Capital Management, LLC's Makena 401(k) Plan reported $33M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,219 in Finance & Insurance (8,869 peers)

Where Makena 401(k) Plan sits by assets

Makena 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 76 participants (~$431,343/participant), up 29.1% in 2023.

#6,219
in Finance & Insurance (8,869 peers)
+29.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Makena 401(k) Plan's outsized position by total assets

Makena 401(k) Plan vs every filed plan by assets

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

$32,782,091 Top 20% higher than 80% 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

Makena 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. Makena 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Makena 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Makena 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Makena 401(k) Plan reported participants rose from 73 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203873840 · Makena Capital Management, LLC PY 2023 · 401(k)

Makena 401(k) Plan · $33M · 76 · 80th

  • EOY $33M
  • 5500 76
  • ASSETS 80th
  • PCT 401(k)
  • EIN near Sabin Metal Corporation 401(k) Savings Plan
  • RANK ind #6219

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 →

Makena 401(k) Plan in the asset neighbourhood

Magseis Fairfield 401(k) Plan$33MMakena 401(k) Plan$33MSabin Metal Corporation 401(k) Savings PlanSabin Metal Corporation 401(…$33MKta Super Stores 401(k) Profit Sharing Plan PlanKta Super Stores 401(k) Prof…$33MAi Signal Research, Inc. 401(k) Profit Sharing Plan and TrustAi Signal Research, Inc. 401…$33M
End-of-year total assets ($M) among Makena 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)$25M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN203873840
Plan Effective Date2011-01-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Makena Capital Management, LLC)

Sponsor-wide plan assets over time

All Makena Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$69M 21.28616308701708% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.1M $69.2M ▲ +21.3%
Year Plans Participants Total Assets
2022 2 102 $57M
2023 2 100 $66M
2024 2 110 $69M

Nearby 401(k) Plans in California

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

Makena 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Makena 401(k) Plan, Total assets ($B): 0.032782091 · Participants: 76Makena 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Makena 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Makena 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Sabin Metal Corporation 401(k) Savings Plan in NY ($33M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Makena 401(k) Plan assets move in 2023? ▼
Makena 401(k) Plan grew sharply - up 29.1% during 2023, from $25M to $33M. Reported net income was $7M.
How have Makena Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Makena Capital Management, LLC's sponsor-wide assets grew 21.3%, from $57M to $69M.
Where does Makena 401(k) Plan rank by assets among Form 5500 filers? ▼
Makena 401(k) Plan ranks in the 80th 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 Makena 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sabin Metal Corporation 401(k) Savings Plan in NY ($33M, 259 participants).
Which 401(k) plans cover a similar participant headcount to Makena 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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 203873840.

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.