Plan Ledger DOL Form 5500 · updated monthly

Davidson Kempner Capital Management LP401(k)

DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Davidson Kempner Capital Management LP reported $21,362 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $28,235 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.005% to 0.010%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 434th-largest of 5,648 plans among New York employers on file, and the 550th of 4,798 in finance & insurance. In 2024, the employer put in $1.60 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$219,146,483
Participants with balances473
Active participants333
Employer contributions$9,402,184
Employee contributions$5,879,557
Employer contribution per active participant$28,235
Average account balance$463,312
Benefits paid to participants$14,599,574
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$219.1M · 473 accts · $9.4M emplr
2023$189.9M · 464 accts · $8.7M emplr
2022$159.2M · 431 accts · $8.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,587
Investment management$19,775
Total administrative$21,362
The Davidson Kempner Capital Management LP 401(k) match · 2024
Employer contribution per active participant$28,235
Median for plans this size$3,635
2024$28,235 per active participant
2023$26,656 per active participant
2022$26,623 per active participant

Davidson Kempner Capital Management LP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$21,237
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,859

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,362 · 0.01%
2023$9,627 · 0.01%
2022$8,546 · 0.01%
Same employer
Similar plansFinance & Insurance · New York
Transatlantic Holdings, Inc. NY$233.8M · 0.02%
Schroder US Holdings Inc. NY$220.8M · 0.15%
Tompkins Trust Company NY$220.7M · 0.10%
Unicredit Bank AG, Ny Branch NY$220.2M · 0.01%
Moore Capital Management, LP NY$209.4M · 0.01%
Angelo, Gordon & Co., LP NY$204.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133863161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.