401(k) · DOL Form 5500 · 2024

Klaviyo, Inc. 401(k) Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
1,461
Participants Near avg headcount
92nd
Percentile by assets National rank
$81,798
Avg per participant Below avg balance/head
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Official DOL plan name: Klaviyo, Inc. 401(k) Plan · Sponsored by Klaviyo, Inc. · Massachusetts · Professional & Technical Services

$120M in assets, 1,461 participants

Klaviyo, Inc.'s Klaviyo, Inc. 401(k) Plan reported $120M in total assets and 1,461 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.

  • #18,713 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Klaviyo, Inc. 401(k) Plan covers 1,461 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $120M.

#18,713
in Professional & Technical Services (20,173 peers)
+58.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Klaviyo, Inc. 401(k) Plan's outsized position by total assets

Klaviyo, Inc. 401(k) Plan vs every filed plan by assets

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

$119,506,456 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

Klaviyo, Inc. 401(k) 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. Klaviyo, Inc. 401(k) Plan lands in the large band (1,461 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Klaviyo, Inc. 401(k) Plan end-of-year assets rose from $75M in the plan year 2023 filing to $120M in the plan year 2024 filing.
  • Klaviyo, Inc. 401(k) Plan reported net income rose from $32M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Klaviyo, Inc. 401(k) Plan reported participants rose from 1,299 in the plan year 2023 filing to 1,461 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 460989964 · Klaviyo, Inc. PY 2024 · 401(k)

Klaviyo, Inc. 401(k) Plan · $120M · 1,461 · 92nd

  • EOY $120M
  • 5500 1,461
  • ASSETS 92nd
  • PCT 401(k)
  • EIN near Ward and Smith, P.a. 401(k) and Profit Sharing Plan
  • RANK ind #18713

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Klaviyo, Inc. 401(k) Plan in the asset neighbourhood

Klaviyo, Inc. 401(k) Plan$120MWard and Smith, P.a. 401(k) and Profit Sharing PlanWard and Smith, P.a. 401(k) …$120MSupplyone 401(k) Plan$120MFirst National Bank Alaska Profit Sharing & 401(k) PlanFirst National Bank Alaska P…$120MHighwoods Properties 401(k) Retirement PlanHighwoods Properties 401(k) …$119M
End-of-year total assets ($M) among Klaviyo, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$120M
Net Income$44M
Employer EIN460989964
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Klaviyo, Inc.)

Sponsor-wide plan assets over time

All Klaviyo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$120M 175.56873622749578% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $43.4M $120M ▲ +175.6%
Year Plans Participants Total Assets
2022 1 996 $43M
2023 1 1,299 $75M
2024 1 1,461 $120M

Nearby 401(k) Plans in Massachusetts

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

Klaviyo, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Klaviyo, Inc. 401(k) Plan, Total assets ($B): 0.119506456 · Participants: 1461Klaviyo, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Klaviyo, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Klaviyo, Inc. 401(k) Plan side-by-side with 3 peers →

Klaviyo, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ward and Smith, P.a. 401(k) and Profit Sharing Plan in NC ($120M); by covered participants it is Beecan Health 401(k) LLC in CA (1,461 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($120M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,461 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 Klaviyo, Inc. 401(k) Plan assets move in 2024? ▼
Klaviyo, Inc. 401(k) Plan surged - up 58.8% during 2024, from $75M to $120M. Reported net income was $44M.
How have Klaviyo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Klaviyo, Inc.'s sponsor-wide assets grew 175.6%, from $43M to $120M.
Where does Klaviyo, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Klaviyo, Inc. 401(k) 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 Klaviyo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ward and Smith, P.a. 401(k) and Profit Sharing Plan in NC ($120M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Klaviyo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beecan Health 401(k) LLC in CA (1,461 participants, $297K 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 460989964.

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.