401(k) · DOL Form 5500 · 2024

Kelso & Company, LP 401(k) Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
75
Participants Small participant base
92nd
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kelso & Company Savings Plan · Sponsored by Kelso & Company, LP · New York · Finance & Insurance

$117M in assets, 75 participants

Kelso & Company, LP's Kelso & Company Savings Plan reported $117M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,421 in Finance & Insurance (8,549 peers)

Where Kelso & Company Savings Plan sits by assets

Kelso & Company Savings Plan sits in the top 10% of all filed plans by assets, $117M for 75 participants (~$1.6M/participant), up 19.6% in 2024.

#7,421
in Finance & Insurance (8,549 peers)
+19.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Kelso & Company Savings Plan's outsized position by total assets

Kelso & Company Savings Plan vs every filed plan by assets

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

$117,288,283 Top 8% higher than 92% 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

Kelso & Company Savings 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. Kelso & Company Savings Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelso & Company Savings Plan end-of-year assets rose from $98M in the plan year 2023 filing to $117M in the plan year 2024 filing.
  • Kelso & Company Savings Plan reported participants rose from 70 in the plan year 2023 filing to 75 in the plan year 2024 filing.
  • Kelso & Company Savings Plan reported net income fell from $20M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942680741 · Kelso & Company, LP PY 2024 · 401(k)

Kelso & Company Savings Plan · $117M · 75 · 92nd

  • BOY $117M
  • BOY 75
  • BOY 92nd
  • BOY 401(k)
  • BOY near Graham Healthcare Group 401(k) Profit Sharing Plan
  • BOY ind #7421

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 →

Kelso & Company Savings Plan in the asset neighbourhood

Ait Worldwide Logistics, Inc. 401(k) Savings PlanAit Worldwide Logistics, Inc…$117MGraham Healthcare Group 401(k) Profit Sharing PlanGraham Healthcare Group 401(…$117MAcuity International Retirement PlanAcuity International Retirem…$117MKelso & Company Savings Plan$117MNoms 401(k) Profit Sharing PlanNoms 401(k) Profit Sharing P…$117M
End-of-year total assets ($M) among Kelso & Company Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$117M
Net Income$19M
Employer EIN942680741
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelso & Company, LP)

Sponsor-wide plan assets over time

All Kelso & Company, LP plans reported in each filing year

Latest sponsor-wide plan assets
$117M 50.40542864725616% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $78M $117M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 74 $78M
2023 1 70 $98M
2024 1 75 $117M

Nearby 401(k) Plans in New York

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

Kelso & Company Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kelso & Company Savings Plan, Total assets ($B): 0.117288283 · Participants: 75Kelso & Company Savings 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
Kelso & Company Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kelso & Company Savings Plan side-by-side with 3 peers →

Kelso & Company Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Graham Healthcare Group 401(k) Profit Sharing Plan in MI ($117M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($117M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Kelso & Company Savings Plan assets move in 2024? ▼
Kelso & Company Savings Plan grew sharply - up 19.6% during 2024, from $98M to $117M. Reported net income was $19M.
How have Kelso & Company, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelso & Company, LP's sponsor-wide assets grew 50.4%, from $78M to $117M.
Where does Kelso & Company Savings Plan rank by assets among Form 5500 filers? ▼
Kelso & Company Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kelso & Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Graham Healthcare Group 401(k) Profit Sharing Plan in MI ($117M, 3,359 participants).
Which 401(k) plans cover a similar participant headcount to Kelso & Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peppers Automotive Group 401(k) Plan in TN (75 participants, $2M 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 942680741.

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.