Profit Sharing · DOL Form 5500 · 2022
Kennedy Associates Profit Sharing Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $554,433
- Avg per participant High balance/head
Official DOL plan name: Kennedy Associates Inc Restated Profit Sharing Retirment Plan · Sponsored by Kennedy Associates Profit Sharing · Ohio · Wholesale Trade
$2M in assets, 3 participants
Kennedy Associates Profit Sharing's Kennedy Associates Inc Restated Profit Sharing Retirment Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #1,294 in Wholesale Trade (6,843 peers)
Kennedy Associates Profit Sharing multi-year trail
Kennedy Associates Profit Sharing's plans moved +28.9% in assets from 2022 to 2024; this filing shows Kennedy Associates Inc Restated Profit Sharing Retirment Plan at $2M / 3 participants.
- #1,294
- in Wholesale Trade (6,843 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kennedy Associates Inc Restated Profit Sharing Retirment Plan among the smaller filed plans by assets
Kennedy Associates Inc Restated Profit Sharing Retirment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,663,299 31st percentile higher than 31% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kennedy Associates Inc Restated Profit Sharing Retirment Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kennedy Associates Inc Restated Profit Sharing Retirment Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 206586925 · Kennedy Associates Profit Sharing PY 2022 · Profit Sharing
Kennedy Associates Inc Restated Profit Sharing Retirment Plan · $2M · 3 · 31st
- EOY $2M
- EOY 3
- EOY 31st
- EOY Profit Sharing
- EOY near Lahout's Country Clothing & Ski Shop, Inc. Profit Sharing Retirement Plan
- EOY ind #1294
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 Wholesale Trade retirement plans → · Plans in Ohio →
Kennedy Associates Inc Restated Profit Sharing Retirment Plan in the asset neighbourhood
Kennedy Associates Profit Sharing multi-year asset trail
Sponsor-wide plan assets over time
All Kennedy Associates Profit Sharing plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 28.89558642192414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Kennedy Associates Profit Sharing filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$13K |
| Employer EIN | 206586925 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Kennedy Associates Inc Restated Profit Sharing Retirment Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Lahout's Country Clothing & Ski Shop, Inc. Profit Sharing Retirement Plan in NH ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.