401(k) · DOL Form 5500 · 2024

Klaviyo, Inc. 401(k) Plan

Data updated 2026-08-11

$120M
Total assets: 1,461
Participants: 92nd
Percentile by assets: $81,798
Avg per participant

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.

92nd percentile by assets (of 123,622 plans)
#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.

$120M
total plan assets (2024 EOY): 1,461
covered participants: 92nd
percentile by assets (of 123,622 plans): $81,798
avg assets per participant

Where Klaviyo, Inc. 401(k) Plan sits 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

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 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 →

State

Massachusetts

Industry

Professional & Technical Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Klaviyo, Inc. 401(k) Plan reports 1,461 participants - 2.2x that state average ($120M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$75M
Net Assets (End of Year)	$120M
Net Income	$44M
Employer EIN	460989964
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Klaviyo, Inc.)

Total plan assets by year, all Klaviyo, Inc. plans on file

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

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Klaviyo, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Klaviyo, Inc. 401(k) Plan by total assets, not by location.

Ward and Smith, P.a. 401(k) and Profit Sharing Plan (NC) $120M · 232
Supplyone 401(k) Plan (PA) $120M · 2,115
First National Bank Alaska Profit Sharing & 401(k) Plan (AK) $120M · 620
Highwoods Properties 401(k) Retirement Plan (NC) $119M · 352

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).

Next read for Klaviyo, Inc. 401(k) Plan

Filing takeaways

Ways to act on Klaviyo, Inc. 401(k) Plan's numbers.

By total assets, Klaviyo, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Klaviyo, Inc.'s sponsor-wide assets have grown 175.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.