401(k) · DOL Form 5500 · 2024

Kohlberg Kravis Roberts & Co. L.P. 401(k) Plan

Data updated 2026-08-25

$666M
Total assets Above avg plan size
1,557
Participants Near avg headcount
98th
Percentile by assets National rank
$427,875
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan · Sponsored by Kohlberg Kravis Roberts & Co. L.P. · New York · Finance & Insurance

$666M in assets, 1,557 participants

Kohlberg Kravis Roberts & Co. L.P.'s Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan reported $666M in total assets and 1,557 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,211 in Finance & Insurance (8,549 peers)

Where Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan sits by assets

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $666M for 1,557 participants (~$427,875/participant), up 22.9% in 2024.

#8,211
in Finance & Insurance (8,549 peers)
+22.9%
assets growth YoY
6.7×
vs typical plan assets (national mean)

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan's outsized position by total assets

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$666,200,940 Top 2% higher than 98% 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

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan lands in the large band (1,557 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan end-of-year assets rose from $542M in the plan year 2023 filing to $666M in the plan year 2024 filing.
  • Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan reported net income fell from $125M in the plan year 2023 filing to $124M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132857105 · Kohlberg Kravis Roberts & Co. L.P. PY 2024 · 401(k)

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan · $666M · 1,557 · 98th

  • PCT $666M
  • EIN 1,557
  • RANK 98th
  • PHOTO 401(k)
  • IND near Alstom Transportation 401(k) Savings Plan
  • EOY ind #8211

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 →

Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan in the asset neighbourhood

Petsmart, Inc. Savesmart 401(k) PlanPetsmart, Inc. Savesmart 401…$667MAlstom Transportation 401(k) Savings PlanAlstom Transportation 401(k)…$666MKohlberg Kravis Roberts and Co. 401(k) Profit Sharing PlanKohlberg Kravis Roberts and …$666MValmont Employee Retirement Savings PlanValmont Employee Retirement …$665MMintz Levin Cohn Ferris Glovsky and Popeo Savings and Retirement PlanMintz Levin Cohn Ferris Glov…$665M
End-of-year total assets ($M) among Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$542M
Net Assets (End of Year)$666M
Net Income$124M
Employer EIN132857105
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kohlberg Kravis Roberts & Co. L.P.)

Sponsor-wide plan assets over time

All Kohlberg Kravis Roberts & Co. L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$666M 59.85372008751382% vs 2022
2024 filing year
$300M$400M$500M$600M$700M 202220232024 $417M $666M ▲ +59.9%
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.

Kohlberg Kravis Roberts and Co. 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 ($B) Participants Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.66620094 · Participants: 1557Kohlberg Kravis Roberts and Co. 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
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kohlberg Kravis Roberts and Co. 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 Alstom Transportation 401(k) Savings Plan in PA ($666M); by covered participants it is Nesteggs Master Pooled 401(k) Plan in FL (1,557 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,557 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 Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan assets move in 2024? ▼
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan grew sharply - up 22.9% during 2024, from $542M to $666M. Reported net income was $124M.
How have Kohlberg Kravis Roberts & Co. L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kohlberg Kravis Roberts & Co. L.P.'s sponsor-wide assets grew 59.9%, from $417M to $666M.
Where does Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alstom Transportation 401(k) Savings Plan in PA ($666M, 4,849 participants).
Which 401(k) plans cover a similar participant headcount to Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nesteggs Master Pooled 401(k) Plan in FL (1,557 participants, $80M 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 132857105.

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.