401(k) · DOL Form 5500 · 2023
Kelso & Company, LP 401(k) Plan
Data updated 2026-08-11
- $98M
- Total assets
- 70
- Participants
- 91st
- Percentile by assets
- $1.4M
- Avg per participant
Official DOL plan name: Kelso & Company Savings Plan · Sponsored by Kelso & Company, LP · New York · Finance & Insurance
$98M in assets, 70 participants
Kelso & Company, LP's Kelso & Company Savings Plan reported $98M in total assets and 70 participants in its 2023 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 127,072 plans)
- #7,658 in Finance & Insurance (8,869 peers)
Where Kelso & Company Savings Plan sits by assets
Kelso & Company Savings Plan sits in the top 10% of all filed plans by assets, $98M for 70 participants (~$1.4M/participant), up 25.7% in 2023.
- $98M
- total plan assets (2023 EOY)
- 70
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $1.4M
- avg assets per participant
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 2023 · DOL Form 5500
$98,032,661 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kelso & Company Savings Plan reported net income rose from -$23M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Kelso & Company Savings Plan end-of-year assets rose from $78M in the plan year 2022 filing to $98M in the plan year 2023 filing.
- Kelso & Company Savings Plan reported participants fell from 74 in the plan year 2022 filing to 70 in the plan year 2023 filing.
Kelso & Company Savings Plan vs the 2023 asset distribution
By assets, Kelso & Company Savings Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $20M |
| 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 $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kelso & Company Savings Plan by total assets, not by location.
- M3 Retirement Savings Plan (WI) $98M · 388
- H.C. Starck Solutions (U.S.) Savings and Retirement Plan (MI) $98M · 307
- Drury Employee Savings Plan (MO) $98M · 4,822
- Berkshire Hathaway Guard Profit Sharing/401(k) Plan (PA) $98M · 1,309
Frequently Asked Questions
How did Kelso & Company Savings Plan assets move in 2023? ▼
How have Kelso & Company, LP plan assets changed over time? ▼
Where does Kelso & Company Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kelso & Company Savings Plan? ▼
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