401(k) · DOL Form 5500 · 2022
John T Kennedy Insurance Agenc 401(k) Plan
Data updated 2026-08-25
- $399K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $57,041
- Avg per participant Low balance/head
Official DOL plan name: John T Kennedy Insurance Agenc 401(k) Profit Sharing Plan & Trust · Sponsored by John T Kennedy Insurance Agenc · Michigan · Finance & Insurance
$399K in assets, 7 participants
John T Kennedy Insurance Agenc's John T Kennedy Insurance Agenc 401(k) Profit Sharing Plan & Trust reported $399K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- #947 in Finance & Insurance (9,261 peers)
John T Kennedy Insurance Agenc multi-year trail
John T Kennedy Insurance Agenc's plans moved +12.3% in assets from 2022 to 2024; this filing shows John T Kennedy Insurance Agenc 401(k) Profit Sharing Plan & Trust at $399K / 7 participants.
- #947
- in Finance & Insurance (9,261 peers)
- -14.8%
- assets change YoY
The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
John T Kennedy Insurance Agenc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
John T Kennedy Insurance Agenc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$399,285 16th percentile higher than 16% 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
John T Kennedy Insurance Agenc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John T Kennedy Insurance Agenc 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 200136830 · John T Kennedy Insurance Agenc PY 2022 · 401(k)
John T Kennedy Insurance Agenc 401(k) Profit Sharing Plan & Trust · $399K · 7 · 16th
- EIN $399K
- RANK 7
- PHOTO 16th
- IND 401(k)
- EOY near Ocean Beaches Glassblowing & G 401(k) Profit Sharing Plan & Trust
- 5500 ind #947
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 Michigan →
John T Kennedy Insurance Agenc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
John T Kennedy Insurance Agenc multi-year asset trail
Sponsor-wide plan assets over time
All John T Kennedy Insurance Agenc plans reported in each filing year
- Latest sponsor-wide plan assets
- $448K 12.271685638078065% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $399K |
| 2023 | 1 | 6 | $554K |
| 2024 | 1 | 5 | $448K |
John T Kennedy Insurance Agenc filing trail (2022)
| Total Assets (Beginning of Year) | $469K |
|---|---|
| Net Assets (End of Year) | $399K |
| Net Income | -$69K |
| Employer EIN | 200136830 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
John T Kennedy Insurance Agenc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Ocean Beaches Glassblowing & G 401(k) Profit Sharing Plan & Trust in OR ($399K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($399K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.