401(k) · DOL Form 5500 · 2023

Kayne Anderson Capital Advisors, LP 401(k) Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
342
Participants Below avg headcount
93rd
Percentile by assets National rank
$370,879
Avg per participant High balance/head
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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.

  • #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.

#7,864
in Finance & Insurance (8,869 peers)
+16.4%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Kayne Anderson Capital Advisors 401(k) Plan's outsized position 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

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

Kayne Anderson Capital Advisors 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. Kayne Anderson Capital Advisors 401(k) Plan sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 954486379 · Kayne Anderson Capital Advisors, LP PY 2023 · 401(k)

Kayne Anderson Capital Advisors 401(k) Plan · $127M · 342 · 93rd

  • PCT $127M
  • PCT 342
  • PCT 93rd
  • PCT 401(k)
  • PCT near Heritage Valley Health System 401(k) Plan
  • PCT ind #7864

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 California →

Kayne Anderson Capital Advisors 401(k) Plan in the asset neighbourhood

Kayne Anderson Capital Advisors 401(k) PlanKayne Anderson Capital Advis…$127MHeritage Valley Health System 401(k) PlanHeritage Valley Health Syste…$127MQrm 401(k) Retirement Savings PlanQrm 401(k) Retirement Saving…$127MJames Avery Craftsman, Inc. Employee 401(k) PlanJames Avery Craftsman, Inc. …$127MSpark Therapeutics, Inc. 401(k) PlanSpark Therapeutics, Inc. 401…$127M
End-of-year total assets ($M) among Kayne Anderson Capital Advisors 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)$109M
Net Assets (End of Year)$127M
Net Income$18M
Employer EIN954486379
Plan Effective Date2002-01-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Kayne Anderson Capital Advisors, LP)

Sponsor-wide plan assets over time

All Kayne Anderson Capital Advisors, LP plans reported in each filing year

Latest sponsor-wide plan assets
$141M 29.109378768674006% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $109M $141M ▲ +29.1%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kayne Anderson Capital Advisors 401(k) Plan, Total assets ($B): 0.126840464 · Participants: 342Kayne Anderson Capital Advisors 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Kayne Anderson Capital Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kayne Anderson Capital Advisors 401(k) Plan side-by-side with 3 peers →

Kayne Anderson Capital Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Heritage Valley Health System 401(k) Plan in PA ($127M); by covered participants it is 403(b) Thrift Plan for Employees of Enmrsh, Inc. in NM (342 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127M here).

Similar participant headcount

Nearest other-state filings by covered participants (342 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 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).
Which 401(k) plans cover a similar participant headcount to Kayne Anderson Capital Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Enmrsh, Inc. in NM (342 participants, $4M 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 954486379.

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.