401(k) · DOL Form 5500 · 2024

Kestra Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
917
Participants Near avg headcount
90th
Percentile by assets National rank
$100,228
Avg per participant Below avg balance/head
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Official DOL plan name: Kestra Financial, Inc. 401(k) Plan · Sponsored by Kestra Financial, Inc. · Texas · Finance & Insurance

$92M in assets, 917 participants

Kestra Financial, Inc.'s Kestra Financial, Inc. 401(k) Plan reported $92M in total assets and 917 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,198 in Finance & Insurance (8,549 peers)

Where Kestra Financial, Inc. 401(k) Plan sits by assets

Kestra Financial, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $92M for 917 participants (~$100,228/participant), up 37.1% in 2024.

#7,198
in Finance & Insurance (8,549 peers)
+37.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

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

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

$91,909,146 Top 10% higher than 90% 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

Kestra Financial, Inc. 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. Kestra Financial, Inc. 401(k) Plan sits mid-pack in the medium band (917 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kestra Financial, Inc. 401(k) Plan reported net income rose from $16M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Kestra Financial, Inc. 401(k) Plan end-of-year assets rose from $67M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • Kestra Financial, Inc. 401(k) Plan reported participants rose from 880 in the plan year 2023 filing to 917 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 471566880 · Kestra Financial, Inc. PY 2024 · 401(k)

Kestra Financial, Inc. 401(k) Plan · $92M · 917 · 90th

  • PCT $92M
  • EIN 917
  • RANK 90th
  • PHOTO 401(k)
  • IND near Profit Sharing & 401(k) Plan of Safra National Bank of New York
  • EOY ind #7198

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 Texas →

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

Hilde Companies Profit Sharing and 401(k) Savings PlanHilde Companies Profit Shari…$92MKestra Financial, Inc. 401(k) PlanKestra Financial, Inc. 401(k…$92MProfit Sharing & 401(k) Plan of Safra National Bank of New YorkProfit Sharing & 401(k) Plan…$92MThe Savings Bank Mutual Life Insurance Company of Massachusetts 401(k) PlanThe Savings Bank Mutual Life…$92MBrook & Whittle Limited Section 401(k) Profit Sharing PlanBrook & Whittle Limited Sect…$92M
End-of-year total assets ($M) among Kestra Financial, Inc. 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)$67M
Net Assets (End of Year)$92M
Net Income$25M
Employer EIN471566880
Plan Effective Date2016-08-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Kestra Financial, Inc.)

Sponsor-wide plan assets over time

All Kestra Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$92M 78.59108454373751% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $51.5M $91.9M ▲ +78.6%
Year Plans Participants Total Assets
2022 1 688 $51M
2023 1 880 $67M
2024 1 917 $92M

Nearby 401(k) Plans in Texas

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

Kestra Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Kestra Financial, Inc. 401(k) Plan, Total assets ($B): 0.091909146 · Participants: 917Kestra Financial, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Kestra Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Kestra Financial, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Profit Sharing & 401(k) Plan of Safra National Bank of New York in NY ($92M); by covered participants it is Wesley Enhanced Living Retirement Plan in PA (917 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (917 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 Kestra Financial, Inc. 401(k) Plan assets move in 2024? ▼
Kestra Financial, Inc. 401(k) Plan surged - up 37.1% during 2024, from $67M to $92M. Reported net income was $25M.
How have Kestra Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kestra Financial, Inc.'s sponsor-wide assets grew 78.6%, from $51M to $92M.
Where does Kestra Financial, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kestra Financial, Inc. 401(k) Plan ranks in the 90th 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 Kestra Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing & 401(k) Plan of Safra National Bank of New York in NY ($92M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Kestra Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wesley Enhanced Living Retirement Plan in PA (917 participants, $31M 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 471566880.

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.