401(k) · DOL Form 5500 · 2023
Kelley Drye & Warren LLP 401(k) Plan
Data updated 2026-08-25
- $399M
- Total assets Above avg plan size
- 545
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $731,456
- Avg per participant High balance/head
Official DOL plan name: Kelley Drye & Warren LLP Retirement Savings Plan · Sponsored by Kelley Drye & Warren LLP · New York · Professional & Technical Services
$399M in assets, 545 participants
Kelley Drye & Warren LLP's Kelley Drye & Warren LLP Retirement Savings Plan reported $399M in total assets and 545 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #19,873 in Professional & Technical Services (20,321 peers)
Where Kelley Drye & Warren LLP Retirement Savings Plan sits by assets
Kelley Drye & Warren LLP Retirement Savings Plan sits in the top 5% of all filed plans by assets, $399M for 545 participants (~$731,456/participant), up 17.8% in 2023.
- #19,873
- in Professional & Technical Services (20,321 peers)
- +17.8%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Kelley Drye & Warren LLP Retirement Savings Plan's outsized position by total assets
Kelley Drye & Warren LLP Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$398,643,620 Top 3% higher than 97% 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
Kelley Drye & Warren LLP Retirement Savings 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. Kelley Drye & Warren LLP Retirement Savings Plan sits mid-pack in the medium band (545 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kelley Drye & Warren LLP Retirement Savings Plan reported net income rose from -$77M in the plan year 2022 filing to $60M in the plan year 2023 filing.
- Kelley Drye & Warren LLP Retirement Savings Plan end-of-year assets rose from $338M in the plan year 2022 filing to $399M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 135335107 · Kelley Drye & Warren LLP PY 2023 · 401(k)
Kelley Drye & Warren LLP Retirement Savings Plan · $399M · 545 · 97th
- IND $399M
- EOY 545
- 5500 97th
- ASSETS 401(k)
- PCT near Yanfeng Automotive Interior Systems Savings and Investment 401(k) Plan
- EIN ind #19873
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 New York →
Kelley Drye & Warren LLP Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $338M |
|---|---|
| Net Assets (End of Year) | $399M |
| Net Income | $60M |
| Employer EIN | 135335107 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelley Drye & Warren LLP)
Sponsor-wide plan assets over time
All Kelley Drye & Warren LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $442M 30.785253947925145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 543 | $338M |
| 2023 | 1 | 545 | $399M |
| 2024 | 1 | 563 | $442M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Kelley Drye & Warren LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Yanfeng Automotive Interior Systems Savings and Investment 401(k) Plan in MI ($399M); by covered participants it is Ref-Chem Retirement Plan in TX (545 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($399M here).
- Yanfeng Automotive Interior Systems Savings and Investment 401(k) Plan (MI) $399M · 5,498
- Thompson Hine LLP Retirement Plan (OH) $399M · 731
- Finastra USA Salary Savings 401(k) Plan (FL) $398M · 1,484
- Ares Retirement Savings Plan (CA) $399M · 1,728
Similar participant headcount
Nearest other-state filings by covered participants (545 participants); asset peers above are excluded.
- Ref-Chem Retirement Plan (TX) 545 · 0 off
- Westdale Asset Management, Ltd 401(k) Plan (TX) 545 · 0 off
- Trescal, Inc. Employee 401(k) Plan (MI) 545 · 0 off
- Bass, Berry & Sims Retirement & Savings Plan (TN) 545 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.