401(k) · DOL Form 5500 · 2024

Makena Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
84
Participants Small participant base
80th
Percentile by assets National rank
$424,860
Avg per participant High balance/head
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Official DOL plan name: Makena 401(k) Plan · Sponsored by Makena Capital Management, LLC · California · Finance & Insurance

$36M in assets, 84 participants

Makena Capital Management, LLC's Makena 401(k) Plan reported $36M in total assets and 84 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.

  • #5,868 in Finance & Insurance (8,549 peers)

Where Makena 401(k) Plan sits by assets

Makena 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 84 participants (~$424,860/participant), up 8.9% in 2024.

#5,868
in Finance & Insurance (8,549 peers)
+8.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Makena 401(k) Plan's outsized position by total assets

Makena 401(k) Plan vs every filed plan by assets

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

$35,688,233 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

Makena 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. Makena 401(k) Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Makena 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Makena 401(k) Plan reported participants rose from 76 in the plan year 2023 filing to 84 in the plan year 2024 filing.
  • Makena 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 203873840 · Makena Capital Management, LLC PY 2024 · 401(k)

Makena 401(k) Plan · $36M · 84 · 80th

  • EBSA $36M
  • PART 84
  • TYPE 80th
  • NET 401(k)
  • BOOK near Washington Physician Group 401(k) Retirement Savings Plan
  • VS-ST ind #5868

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 California →

Makena 401(k) Plan in the asset neighbourhood

Kenyon Companies 401(k) Plan$36MMakena 401(k) Plan$36MWashington Physician Group 401(k) Retirement Savings PlanWashington Physician Group 4…$36MBecket & Lee, LLP Employee Savings & Protection PlanBecket & Lee, LLP Employee S…$36MRetail Wholesale and Department Store Union Staff Retirement PlanRetail Wholesale and Departm…$36M
End-of-year total assets ($M) among Makena 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)$33M
Net Assets (End of Year)$36M
Net Income$3M
Employer EIN203873840
Plan Effective Date2011-01-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Makena Capital Management, LLC)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$69M 21.28616308701708% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.1M $69.2M ▲ +21.3%
Year Plans Participants Total Assets
2022 2 102 $57M
2023 2 100 $66M
2024 2 110 $69M

Nearby 401(k) Plans in California

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

Makena 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Makena 401(k) Plan, Total assets ($B): 0.035688233 · Participants: 84Makena 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Makena 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Makena 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Washington Physician Group 401(k) Retirement Savings Plan in PA ($36M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Makena 401(k) Plan assets move in 2024? ▼
Makena 401(k) Plan grew at a solid clip - up 8.9% during 2024, from $33M to $36M. Reported net income was $3M.
How have Makena Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Makena Capital Management, LLC's sponsor-wide assets grew 21.3%, from $57M to $69M.
Where does Makena 401(k) Plan rank by assets among Form 5500 filers? ▼
Makena 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 Makena 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Washington Physician Group 401(k) Retirement Savings Plan in PA ($36M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Makena 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 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 203873840.

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.