401(k) · DOL Form 5500 · 2022
J. Kennedy and Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $935,801
- Avg per participant High balance/head
Official DOL plan name: J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by J. Kennedy and Associates, Inc. · Georgia · Professional & Technical Services
$7M in assets, 8 participants
J. Kennedy and Associates, Inc.'s J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #12,304 in Professional & Technical Services (21,562 peers)
J. Kennedy and Associates, Inc. multi-year trail
J. Kennedy and Associates, Inc.'s plans moved +27.7% in assets from 2022 to 2024; this filing shows J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan at $7M / 8 participants.
- #12,304
- in Professional & Technical Services (21,562 peers)
- -7.9%
- assets change YoY
The plan reported a net loss of $641K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,486,408 Top 41% higher than 59% 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
J. Kennedy and Associates, Inc. 401(k) 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. J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
DOL schedule card
Filing strip 592048136 · J. Kennedy and Associates, Inc. PY 2022 · 401(k)
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan · $7M · 8 · 59th
- ASSETS $7M
- PCT 8
- EIN 59th
- RANK 401(k)
- PHOTO near Pedro Mccracken Design Group, Inc. 401(k) Profit Sharing Plan
- IND ind #12304
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 Professional & Technical Services retirement plans → · Plans in Georgia →
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
J. Kennedy and Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All J. Kennedy and Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 27.749249039058515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $7M |
| 2023 | 1 | 7 | $9M |
| 2024 | 1 | 8 | $10M |
J. Kennedy and Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$641K |
| Employer EIN | 592048136 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Pedro Mccracken Design Group, Inc. 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.