401(k) · DOL Form 5500 · 2024

Kayne Anderson Capital Advisors, L.P. 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
333
Participants Below avg headcount
93rd
Percentile by assets National rank
$422,493
Avg per participant High balance/head
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Official DOL plan name: Kayne Anderson Capital Advisors 401(k) Plan · Sponsored by Kayne Anderson Capital Advisors, L.P. · California · Finance & Insurance

$141M in assets, 333 participants

Kayne Anderson Capital Advisors, L.P.'s Kayne Anderson Capital Advisors 401(k) Plan reported $141M in total assets and 333 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,543 in Finance & Insurance (8,549 peers)

Where Kayne Anderson Capital Advisors 401(k) Plan sits by assets

Kayne Anderson Capital Advisors 401(k) Plan sits in the top 10% of all filed plans by assets, $141M for 333 participants (~$422,493/participant), up 10.9% in 2024.

#7,543
in Finance & Insurance (8,549 peers)
+10.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Kayne Anderson Capital Advisors 401(k) Plan's outsized position by total assets

Kayne Anderson Capital Advisors 401(k) Plan vs every filed plan by assets

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

$140,690,308 Top 7% higher than 93% 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

Kayne Anderson Capital Advisors 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kayne Anderson Capital Advisors 401(k) Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kayne Anderson Capital Advisors 401(k) Plan reported net income fell from $18M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Kayne Anderson Capital Advisors 401(k) Plan end-of-year assets rose from $127M in the plan year 2023 filing to $141M in the plan year 2024 filing.
  • Kayne Anderson Capital Advisors 401(k) Plan reported participants fell from 342 in the plan year 2023 filing to 333 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954486379 · Kayne Anderson Capital Advisors, L.P. PY 2024 · 401(k)

Kayne Anderson Capital Advisors 401(k) Plan · $141M · 333 · 93rd

  • BOY $141M
  • SCH 333
  • EBSA 93rd
  • PART 401(k)
  • TYPE near Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan
  • NET ind #7543

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 →

Kayne Anderson Capital Advisors 401(k) Plan in the asset neighbourhood

Emergency Physicians of Tidewater, PLC 401(k) & Profit Sharing PlanEmergency Physicians of Tide…$141MSh Group, Inc. Profit Sharing and 401(k) PlanSh Group, Inc. Profit Sharin…$141MKayne Anderson Capital Advisors 401(k) PlanKayne Anderson Capital Advis…$141MAdviser Compliance Associates, LLC Dba Aca Group 401(k) PlanAdviser Compliance Associate…$141MIndicor Retirement Savings Plan 103Indicor Retirement Savings P…$141M
End-of-year total assets ($M) among Kayne Anderson Capital Advisors 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)$127M
Net Assets (End of Year)$141M
Net Income$14M
Employer EIN954486379
Plan Effective Date2002-01-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Kayne Anderson Capital Advisors, L.P.)

Sponsor-wide plan assets over time

All Kayne Anderson Capital Advisors, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$141M 29.109378768674006% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $109M $141M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 319 $109M
2023 1 342 $127M
2024 1 333 $141M

Nearby 401(k) Plans in California

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

Kayne Anderson Capital Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kayne Anderson Capital Advisors 401(k) Plan, Total assets ($B): 0.140690308 · Participants: 333Kayne Anderson Capital Advisors 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
Kayne Anderson Capital Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kayne Anderson Capital Advisors 401(k) Plan side-by-side with 3 peers →

Kayne Anderson Capital Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan in MD ($141M); by covered participants it is Thrall Enterprises, Inc. Employee Savings Plan in IL (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Kayne Anderson Capital Advisors 401(k) Plan assets move in 2024? ▼
Kayne Anderson Capital Advisors 401(k) Plan grew at a solid clip - up 10.9% during 2024, from $127M to $141M. Reported net income was $14M.
How have Kayne Anderson Capital Advisors, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kayne Anderson Capital Advisors, L.P.'s sponsor-wide assets grew 29.1%, from $109M to $141M.
Where does Kayne Anderson Capital Advisors 401(k) Plan rank by assets among Form 5500 filers? ▼
Kayne Anderson Capital Advisors 401(k) Plan ranks in the 93rd 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 Kayne Anderson Capital Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan in MD ($141M, 1,007 participants).
Which 401(k) plans cover a similar participant headcount to Kayne Anderson Capital Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thrall Enterprises, Inc. Employee Savings Plan in IL (333 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 954486379.

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.