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
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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

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

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.

See the national 2022→2023 release diff →

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

Ares Retirement Savings Plan$399MThompson Hine LLP Retirement PlanThompson Hine LLP Retirement…$399MYanfeng Automotive Interior Systems Savings and Investment 401(k) PlanYanfeng Automotive Interior …$399MKelley Drye & Warren LLP Retirement Savings PlanKelley Drye & Warren LLP Ret…$399MFinastra USA Salary Savings 401(k) PlanFinastra USA Salary Savings …$398M
End-of-year total assets ($M) among Kelley Drye & Warren LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$338M
Net Assets (End of Year)$399M
Net Income$60M
Employer EIN135335107
Plan Effective Date1984-01-01
Filing StatusFILING 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
$300M$350M$400M$450M$500M 202220232024 $338M $442M ▲ +30.8%
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.

Kelley Drye & Warren LLP Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kelley Drye & Warren LLP Retirement Savings Plan, Total assets ($B): 0.39864362 · Participants: 545Kelley Drye & Warren LLP Retirement Savings 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
Kelley Drye & Warren LLP Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (545 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 Kelley Drye & Warren LLP Retirement Savings Plan assets move in 2023?
Kelley Drye & Warren LLP Retirement Savings Plan grew sharply - up 17.8% during 2023, from $338M to $399M. Reported net income was $60M.
How have Kelley Drye & Warren LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Kelley Drye & Warren LLP's sponsor-wide assets grew 30.8%, from $338M to $442M.
Where does Kelley Drye & Warren LLP Retirement Savings Plan rank by assets among Form 5500 filers?
Kelley Drye & Warren LLP Retirement Savings Plan ranks in the 97th 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 Kelley Drye & Warren LLP Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Yanfeng Automotive Interior Systems Savings and Investment 401(k) Plan in MI ($399M, 5,498 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Drye & Warren LLP Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Ref-Chem Retirement Plan in TX (545 participants, N/A in assets).