401(k) · DOL Form 5500 · 2022
Kennedy Insurance Agency 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $625,514
- Avg per participant High balance/head
Official DOL plan name: Kennedy Ins. Agency Profit Sharing Plan · Sponsored by Kennedy Insurance Agency · Ohio · Finance & Insurance
$3M in assets, 5 participants
Kennedy Insurance Agency's Kennedy Ins. Agency Profit Sharing Plan reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #2,595 in Finance & Insurance (9,261 peers)
Kennedy Insurance Agency multi-year trail
Kennedy Insurance Agency's plans moved +35.4% in assets from 2022 to 2024; this filing shows Kennedy Ins. Agency Profit Sharing Plan at $3M / 5 participants.
- #2,595
- in Finance & Insurance (9,261 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $383K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kennedy Ins. Agency Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Kennedy Ins. Agency Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,127,572 41st percentile higher than 41% 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 Ins. Agency Profit Sharing 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 Ins. Agency Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 341632175 · Kennedy Insurance Agency PY 2022 · 401(k)
Kennedy Ins. Agency Profit Sharing Plan · $3M · 5 · 41st
- EOY $3M
- EOY 5
- EOY 41st
- EOY 401(k)
- EOY near Dove Science Academy 401(k) Plan
- EOY ind #2595
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 Ohio →
Kennedy Ins. Agency Profit Sharing Plan in the asset neighbourhood
Kennedy Insurance Agency multi-year asset trail
Sponsor-wide plan assets over time
All Kennedy Insurance Agency plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 35.43029544963313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 5 | $4M |
| 2024 | 1 | 5 | $4M |
Kennedy Insurance Agency filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$383K |
| Employer EIN | 341632175 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Kennedy Ins. Agency Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Dove Science Academy 401(k) Plan in OK ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.