401(k) · DOL Form 5500 · 2023

Kayne Anderson Capital Advisors, LP 401(k) Plan

Data updated 2026-08-11

$127M
Total assets: 342
Participants: 93rd
Percentile by assets: $370,879
Avg per participant

Official DOL plan name: Kayne Anderson Capital Advisors 401(k) Plan · Sponsored by Kayne Anderson Capital Advisors, LP · California · Finance & Insurance

$127M in assets, 342 participants

Kayne Anderson Capital Advisors, LP's Kayne Anderson Capital Advisors 401(k) Plan reported $127M in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#7,864 in Finance & Insurance (8,869 peers)

Where Kayne Anderson Capital Advisors 401(k) Plan sits by assets

Kayne Anderson Capital Advisors 401(k) Plan sits in the top 10% of all filed plans by assets, $127M for 342 participants (~$370,879/participant), up 16.4% in 2023.

$127M
total plan assets (2023 EOY): 342
covered participants: 93rd
percentile by assets (of 127,072 plans): $370,879
avg assets per participant

Where Kayne Anderson Capital Advisors 401(k) Plan sits by total assets

Kayne Anderson Capital Advisors 401(k) Plan vs every filed plan by assets

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

$126,840,464 Top 7% higher than 93% 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

Kayne Anderson Capital Advisors 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Kayne Anderson Capital Advisors 401(k) Plan end-of-year assets rose from $109M in the plan year 2022 filing to $127M in the plan year 2023 filing.
Kayne Anderson Capital Advisors 401(k) Plan reported participants rose from 319 in the plan year 2022 filing to 342 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Finance & Insurance

Kayne Anderson Capital Advisors 401(k) Plan vs the 2023 asset distribution

By assets, Kayne Anderson Capital Advisors 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$109M
Net Assets (End of Year)	$127M
Net Income	$18M
Employer EIN	954486379
Plan Effective Date	2002-01-29
Filing Status	FILING RECEIVED

Sponsor Plan History (Kayne Anderson Capital Advisors, LP)

Total plan assets by year, all Kayne Anderson Capital Advisors, LP plans on file

Year	Plans	Participants	Total Assets
2022	1	319	$109M
2023	1	342	$127M
2024	1	333	$141M

Nearby 401(k) Plans in California

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

Kayne Anderson Capital Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Kayne Anderson Capital Advisors 401(k) P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kayne Anderson Capital Advisors 401(k) Plan by total assets, not by location.

Heritage Valley Health System 401(k) Plan (PA) $127M · 1,460
Qrm 401(k) Retirement Savings Plan (IL) $127M · 190
James Avery Craftsman, Inc. Employee 401(k) Plan (TX) $127M · 1,841
Spark Therapeutics, Inc. 401(k) Plan (PA) $127M · 892

Frequently Asked Questions

How did Kayne Anderson Capital Advisors 401(k) Plan assets move in 2023? ▼

Kayne Anderson Capital Advisors 401(k) Plan grew sharply - up 16.4% during 2023, from $109M to $127M. Reported net income was $18M.

How have Kayne Anderson Capital Advisors, LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kayne Anderson Capital Advisors, LP's sponsor-wide assets grew 29.1%, from $109M to $141M.

Where does Kayne Anderson Capital Advisors 401(k) Plan rank by assets among Form 5500 filers? ▼

Kayne Anderson Capital Advisors 401(k) Plan ranks in the 93rd 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 Kayne Anderson Capital Advisors 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Heritage Valley Health System 401(k) Plan in PA ($127M, 1,460 participants).

Next read for Kayne Anderson Capital Advisors 401(k) P…

Scale reading

Ways to act on Kayne Anderson Capital Advisors 401(k) Plan's numbers.

By total assets, Kayne Anderson Capital Advisors 401(k) 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 California. Compare plans
Kayne Anderson Capital Advisors, LP's sponsor-wide assets have grown 29.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 954486379.