401(k) · DOL Form 5500 · 2024

Alkeon Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
77
Participants Small participant base
68th
Percentile by assets National rank
$233,507
Avg per participant Above avg balance/head
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Official DOL plan name: Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan · Sponsored by Alkeon Capital Management, LLC · New York · Finance & Insurance

$18M in assets, 77 participants

Alkeon Capital Management, LLC's Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan reported $18M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,494 in Finance & Insurance (8,549 peers)

Alkeon Capital Management, LLC multi-year trail

Alkeon Capital Management, LLC's plans moved +51.4% in assets from 2022 to 2024; this filing shows Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan at $18M / 77 participants.

#4,494
in Finance & Insurance (8,549 peers)
+20.5%
assets growth YoY

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan's outsized position by total assets

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,980,071 Top 32% higher than 68% of 123,620 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 2024

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan reported participants rose from 73 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 134200935 · Alkeon Capital Management, LLC PY 2024 · 401(k)

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan · $18M · 77 · 68th

  • BOOK $18M
  • BOOK 77
  • BOOK 68th
  • BOOK 401(k)
  • BOOK near 401(a) Profit-Sharing Plan for Employees of Suncoast Community Health Centers, Inc.
  • BOOK ind #4494

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 New York →

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan in the asset neighbourhood

Alkeon Capital Management, LLC 401(k)/Profit Sharing PlanAlkeon Capital Management, L…$18M401(a) Profit-Sharing Plan for Employees of Suncoast Community Health Centers, Inc.401(a) Profit-Sharing Plan f…$18MMidland Savings and Retirement PlanMidland Savings and Retireme…$18MReady Foods, Inc. Employees Savings PlanReady Foods, Inc. Employees …$18MXodus Medical Inc 401(k) Plan$18M
End-of-year total assets ($M) among Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alkeon Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Alkeon Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 51.43159138561465% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.9M $18M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 74 $12M
2023 1 73 $15M
2024 1 77 $18M

Alkeon Capital Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN134200935
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan, Total assets ($B): 0.017980071 · Participants: 77Alkeon Capital Management, LLC 401(k)/Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 401(a) Profit-Sharing Plan for Employees of Suncoast Community Health Centers, Inc. in FL ($18M); by covered participants it is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan assets move in 2024? ▼
Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan grew sharply - up 20.5% during 2024, from $15M to $18M. Reported net income was $3M.
How have Alkeon Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alkeon Capital Management, LLC's sponsor-wide assets grew 51.4%, from $12M to $18M.
Which 401(k) plans are similar in size to Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(a) Profit-Sharing Plan for Employees of Suncoast Community Health Centers, Inc. in FL ($18M, 375 participants).
Which 401(k) plans cover a similar participant headcount to Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134200935.

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.