401(k) · DOL Form 5500 · 2023

Klaviyo, Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
1,299
Participants Near avg headcount
89th
Percentile by assets National rank
$57,937
Avg per participant Low balance/head
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Official DOL plan name: Klaviyo, Inc. 401(k) Plan · Sponsored by Klaviyo, Inc. · Massachusetts · Professional & Technical Services

$75M in assets, 1,299 participants

Klaviyo, Inc.'s Klaviyo, Inc. 401(k) Plan reported $75M in total assets and 1,299 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,380 in Professional & Technical Services (20,321 peers)

Where Klaviyo, Inc. 401(k) Plan sits by assets

Klaviyo, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $75M for 1,299 participants (~$57,937/participant), up 73.5% in 2023.

#18,380
in Professional & Technical Services (20,321 peers)
+73.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Klaviyo, Inc. 401(k) Plan's outsized position by total assets

Klaviyo, Inc. 401(k) Plan vs every filed plan by assets

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

$75,259,745 Top 11% higher than 89% 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

Klaviyo, Inc. 401(k) 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. Klaviyo, Inc. 401(k) Plan lands in the large band (1,299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Klaviyo, Inc. 401(k) Plan reported net income rose from $15M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Klaviyo, Inc. 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Klaviyo, Inc. 401(k) Plan reported participants rose from 996 in the plan year 2022 filing to 1,299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 460989964 · Klaviyo, Inc. PY 2023 · 401(k)

Klaviyo, Inc. 401(k) Plan · $75M · 1,299 · 89th

  • BOOK $75M
  • VS-ST 1,299
  • BOY 89th
  • SCH 401(k)
  • EBSA near Brunswick 401(k) Retirement Plan
  • PART ind #18380

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Klaviyo, Inc. 401(k) Plan in the asset neighbourhood

Klaviyo, Inc. 401(k) Plan$75MBrunswick 401(k) Retirement PlanBrunswick 401(k) Retirement …$75MClear Touch Interactive Retirement PlanClear Touch Interactive Reti…$75MMcgough Companies 401(k) Plan and TrustMcgough Companies 401(k) Pla…$75MHatco Corporation 401(k) TrustHatco Corporation 401(k) Tru…$75M
End-of-year total assets ($M) among Klaviyo, Inc. 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)$43M
Net Assets (End of Year)$75M
Net Income$32M
Employer EIN460989964
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klaviyo, Inc.)

Sponsor-wide plan assets over time

All Klaviyo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$120M 175.56873622749578% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $43.4M $120M ▲ +175.6%
Year Plans Participants Total Assets
2022 1 996 $43M
2023 1 1,299 $75M
2024 1 1,461 $120M

Nearby 401(k) Plans in Massachusetts

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

Klaviyo, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Klaviyo, Inc. 401(k) Plan, Total assets ($B): 0.075259745 · Participants: 1299Klaviyo, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Klaviyo, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Klaviyo, Inc. 401(k) Plan side-by-side with 3 peers →

Klaviyo, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Brunswick 401(k) Retirement Plan in NY ($75M); by covered participants it is Vertex, Inc. 401(k) Plan in PA (1,299 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,299 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 Klaviyo, Inc. 401(k) Plan assets move in 2023? ▼
Klaviyo, Inc. 401(k) Plan surged - up 73.5% during 2023, from $43M to $75M. Reported net income was $32M.
How have Klaviyo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klaviyo, Inc.'s sponsor-wide assets grew 175.6%, from $43M to $120M.
Where does Klaviyo, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Klaviyo, Inc. 401(k) Plan ranks in the 89th 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 Klaviyo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brunswick 401(k) Retirement Plan in NY ($75M, 419 participants).
Which 401(k) plans cover a similar participant headcount to Klaviyo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vertex, Inc. 401(k) Plan in PA (1,299 participants, $376M 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 460989964.

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.