KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
KOHLBERG KRAVIS ROBERTS & CO. L.P.
This 401(k) plan holds $666M in total assets and serves 1,557 participants as of 2024. It is sponsored by KOHLBERG KRAVIS ROBERTS & CO. L.P. in New York. The plan reported positive net income of $124M for the year.
What the Filing Says About KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN
KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by KOHLBERG KRAVIS ROBERTS & CO. L.P., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $666M in total end-of-year assets and covers 1,557 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 132857105, and the plan has been effective since 1982-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $542M at the beginning of 2024 to $666M at year-end — a gain of 22.9%. Net assets (after liabilities) closed the year at $666M, with reported net income of $124M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $542M |
| Total Assets (End of Year) | $666M |
| Net Assets (End of Year) | $666M |
| Net Income | $124M |
| Plan Type | 401(k) |
| Employer EIN | 132857105 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (KOHLBERG KRAVIS ROBERTS & CO. L.P.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,194 | $417M |
| 2023 | 1 | 1,562 | $542M |
| 2024 | 1 | 1,557 | $666M |
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
Related Data
Guides
Frequently Asked Questions
How much money is in the KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN? ▼
What type of plan is KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN? ▼
Who sponsors the KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN? ▼
How did KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN perform in 2024? ▼
Where can I find official filings for KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN? ▼
How does KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN compare to other plans? ▼
Explore PlainRetire
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 132857105.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.