401(k) · DOL Form 5500 · 2023

Davidson Kempner Capital Management LP 401(k) Plan

Data updated 2026-08-25

$190M
Total assets Near avg plan size
326
Participants Below avg headcount
95th
Percentile by assets National rank
$582,433
Avg per participant High balance/head
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Official DOL plan name: Davidson Kempner Capital Management LP 401(k) Plan · Sponsored by Davidson Kempner Capital Management LP · New York · Finance & Insurance

$190M in assets, 326 participants

Davidson Kempner Capital Management LP's Davidson Kempner Capital Management LP 401(k) Plan reported $190M in total assets and 326 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,097 in Finance & Insurance (8,869 peers)

Coverage in New York

Davidson Kempner Capital Management LP 401(k) Plan covers 326 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $190M.

#8,097
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Davidson Kempner Capital Management LP 401(k) Plan's outsized position by total assets

Davidson Kempner Capital Management LP 401(k) Plan vs every filed plan by assets

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

$189,873,224 Top 5% higher than 95% 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

Davidson Kempner Capital Management LP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davidson Kempner Capital Management LP 401(k) Plan sits mid-pack in the medium band (326 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davidson Kempner Capital Management LP 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Davidson Kempner Capital Management LP 401(k) Plan end-of-year assets rose from $159M in the plan year 2022 filing to $190M in the plan year 2023 filing.
  • Davidson Kempner Capital Management LP 401(k) Plan reported participants rose from 309 in the plan year 2022 filing to 326 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133863161 · Davidson Kempner Capital Management LP PY 2023 · 401(k)

Davidson Kempner Capital Management LP 401(k) Plan · $190M · 326 · 95th

  • SCH $190M
  • SCH 326
  • SCH 95th
  • SCH 401(k)
  • SCH near Sun Country, Inc. 401(k) Profit Sharing Plan
  • SCH ind #8097

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 →

Davidson Kempner Capital Management LP 401(k) Plan in the asset neighbourhood

Gza Restated 401(k) Profit Sharing PlanGza Restated 401(k) Profit S…$190MSun Country, Inc. 401(k) Profit Sharing PlanSun Country, Inc. 401(k) Pro…$190MDavidson Kempner Capital Management LP 401(k) PlanDavidson Kempner Capital Man…$190MVallen Distribution, Inc. 401(k) PlanVallen Distribution, Inc. 40…$190MCal-Maine Foods, Inc. Ksop$190M
End-of-year total assets ($M) among Davidson Kempner Capital Management LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$190M
Net Income$31M
Employer EIN133863161
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davidson Kempner Capital Management LP)

Sponsor-wide plan assets over time

All Davidson Kempner Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$219M 37.617864543642234% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $159M $219M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 309 $159M
2023 1 326 $190M
2024 1 331 $219M

Nearby 401(k) Plans in New York

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

Davidson Kempner Capital Management LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Davidson Kempner Capital Management LP 401(k) Plan, Total assets ($B): 0.189873224 · Participants: 326Davidson Kempner Capital Management LP 401(k) 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
Davidson Kempner Capital Management LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Davidson Kempner Capital Management LP 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Sun Country, Inc. 401(k) Profit Sharing Plan in MN ($190M); by covered participants it is Verinext Corp. 401(k) Retirement Plan in PA (326 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($190M here).

Similar participant headcount

Nearest other-state filings by covered participants (326 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 Davidson Kempner Capital Management LP 401(k) Plan assets move in 2023? ▼
Davidson Kempner Capital Management LP 401(k) Plan grew sharply - up 19.2% during 2023, from $159M to $190M. Reported net income was $31M.
How have Davidson Kempner Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davidson Kempner Capital Management LP's sponsor-wide assets grew 37.6%, from $159M to $219M.
Where does Davidson Kempner Capital Management LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Davidson Kempner Capital Management LP 401(k) Plan ranks in the 95th 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 Davidson Kempner Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sun Country, Inc. 401(k) Profit Sharing Plan in MN ($190M, 2,399 participants).
Which 401(k) plans cover a similar participant headcount to Davidson Kempner Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verinext Corp. 401(k) Retirement Plan in PA (326 participants, $33M 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 133863161.

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.