401(k) · DOL Form 5500 · 2022
Thomas P. Kennedy, Cpa, PC 401(k) Plan
Data updated 2026-08-25
- $730K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $729,738
- Avg per participant High balance/head
Official DOL plan name: Thomas P. Kennedy, Cpa, PC 401(k) Profit Sharing Plan and Trust · Sponsored by Thomas P. Kennedy, Cpa, PC · New York · Professional & Technical Services
$730K in assets, 1 participants
Thomas P. Kennedy, Cpa, PC's Thomas P. Kennedy, Cpa, PC 401(k) Profit Sharing Plan and Trust reported $730K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,870 in Professional & Technical Services (21,562 peers)
2022 asset change
Thomas P. Kennedy, Cpa, PC 401(k) Profit Sharing Plan and Trust pulled back noticeably 13.8% in 2022 ($847K → $730K) for 1 participant.
- #3,870
- in Professional & Technical Services (21,562 peers)
- -13.8%
- assets change YoY
The plan reported a net loss of $117K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Thomas P. Kennedy, Cpa, PC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Thomas P. Kennedy, Cpa, PC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$729,738 22nd percentile higher than 22% 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
Thomas P. Kennedy, Cpa, PC 401(k) Profit Sharing Plan and 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. Thomas P. Kennedy, Cpa, PC 401(k) Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 842468096 · Thomas P. Kennedy, Cpa, PC PY 2022 · 401(k)
Thomas P. Kennedy, Cpa, PC 401(k) Profit Sharing Plan and Trust · $730K · 1 · 22nd
- TYPE $730K
- NET 1
- BOOK 22nd
- VS-ST 401(k)
- BOY near Business Workplace Solutions Peo Services, LLC Retirement Plan
- SCH ind #3870
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 New York →
Thomas P. Kennedy, Cpa, PC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $847K |
|---|---|
| Net Assets (End of Year) | $730K |
| Net Income | -$117K |
| Employer EIN | 842468096 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Thomas P. Kennedy, Cpa, PC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Business Workplace Solutions Peo Services, LLC Retirement Plan in TX ($730K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($730K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.