401(k) · DOL Form 5500 · 2024

Kensico Capital Management Corp. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
28
Participants Small participant base
80th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Kensico Capital Management 401(k) Plan · Sponsored by Kensico Capital Management Corp. · Connecticut · Finance & Insurance

$36M in assets, 28 participants

Kensico Capital Management Corp.'s Kensico Capital Management 401(k) Plan reported $36M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,898 in Finance & Insurance (8,549 peers)

Where Kensico Capital Management 401(k) Plan sits by assets

Kensico Capital Management 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 28 participants (~$1.3M/participant), up 49.3% in 2024.

#5,898
in Finance & Insurance (8,549 peers)
+49.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kensico Capital Management 401(k) Plan's outsized position by total assets

Kensico Capital Management 401(k) Plan vs every filed plan by assets

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

$36,450,095 Top 20% higher than 80% 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

Kensico Capital Management 401(k) 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. Kensico Capital Management 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kensico Capital Management 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Kensico Capital Management 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Kensico Capital Management 401(k) Plan reported participants fell from 29 in the plan year 2023 filing to 28 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134079277 · Kensico Capital Management Corp. PY 2024 · 401(k)

Kensico Capital Management 401(k) Plan · $36M · 28 · 80th

  • 5500 $36M
  • ASSETS 28
  • PCT 80th
  • EIN 401(k)
  • RANK near Harvey Tool Company, LLC 401(k) Retirement Plan
  • PHOTO ind #5898

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 Connecticut →

Kensico Capital Management 401(k) Plan in the asset neighbourhood

Fye 401(k) Savings Plan$36MKensico Capital Management 401(k) PlanKensico Capital Management 4…$36MHarvey Tool Company, LLC 401(k) Retirement PlanHarvey Tool Company, LLC 401…$36MLarson Engineering Retirement PlanLarson Engineering Retiremen…$36MMid America Physician Services, LLC 401(k) PlanMid America Physician Servic…$36M
End-of-year total assets ($M) among Kensico Capital Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$36M
Net Income$12M
Employer EIN134079277
Plan Effective Date2004-12-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Kensico Capital Management Corp.)

Sponsor-wide plan assets over time

All Kensico Capital Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 78.84931545296256% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $20.4M $36.5M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 28 $20M
2023 1 29 $24M
2024 1 28 $36M

Nearby 401(k) Plans in Connecticut

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

Kensico Capital Management 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kensico Capital Management 401(k) Plan, Total assets ($B): 0.036450095 · Participants: 28Kensico Capital Management 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Kensico Capital Management 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Kensico Capital Management 401(k) Plan side-by-side with 3 peers →

Kensico Capital Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Harvey Tool Company, LLC 401(k) Retirement Plan in MA ($36M); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Kensico Capital Management 401(k) Plan assets move in 2024? ▼
Kensico Capital Management 401(k) Plan surged - up 49.3% during 2024, from $24M to $36M. Reported net income was $12M.
How have Kensico Capital Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kensico Capital Management Corp.'s sponsor-wide assets grew 78.8%, from $20M to $36M.
Where does Kensico Capital Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Kensico Capital Management 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kensico Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harvey Tool Company, LLC 401(k) Retirement Plan in MA ($36M, 512 participants).
Which 401(k) plans cover a similar participant headcount to Kensico Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Title Houston Holdings, Ltd 401(k) Plan in TX (28 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 134079277.

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.