401(k) · DOL Form 5500 · 2023

Kelso & Company, LP 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
70
Participants Small participant base
91st
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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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.

  • #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.

#7,658
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Kelso & Company Savings Plan's outsized position 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

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

Kelso & Company Savings 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. Kelso & Company Savings Plan is a small filing (70 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942680741 · Kelso & Company, LP PY 2023 · 401(k)

Kelso & Company Savings Plan · $98M · 70 · 91st

  • PCT $98M
  • EIN 70
  • RANK 91st
  • PHOTO 401(k)
  • IND near M3 Retirement Savings Plan
  • EOY ind #7658

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 →

Kelso & Company Savings Plan in the asset neighbourhood

M3 Retirement Savings Plan$98MKelso & Company Savings Plan$98MH.C. Starck Solutions (U.S.) Savings and Retirement PlanH.C. Starck Solutions (U.S.)…$98MDrury Employee Savings Plan$98MBerkshire Hathaway Guard Profit Sharing/401(k) PlanBerkshire Hathaway Guard Pro…$98M
End-of-year total assets ($M) among Kelso & Company Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$98M
Net Income$20M
Employer EIN942680741
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelso & Company, LP)

Sponsor-wide plan assets over time

All Kelso & Company, LP plans reported in each filing year

Latest sponsor-wide plan assets
$117M 50.40542864725616% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $78M $117M ▲ +50.4%
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.

Kelso & Company Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kelso & Company Savings Plan, Total assets ($B): 0.098032661 · Participants: 70Kelso & Company Savings 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
Kelso & Company Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kelso & Company Savings Plan side-by-side with 3 peers →

Kelso & Company Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is M3 Retirement Savings Plan in WI ($98M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

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 Kelso & Company Savings Plan assets move in 2023? ▼
Kelso & Company Savings Plan grew sharply - up 25.7% during 2023, from $78M to $98M. Reported net income was $20M.
How have Kelso & Company, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelso & Company, LP's sponsor-wide assets grew 50.4%, from $78M to $117M.
Where does Kelso & Company Savings Plan rank by assets among Form 5500 filers? ▼
Kelso & Company Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kelso & Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is M3 Retirement Savings Plan in WI ($98M, 388 participants).
Which 401(k) plans cover a similar participant headcount to Kelso & Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M 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 942680741.

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.