401(k) · DOL Form 5500 · 2022
Kennedy Hernandez & Associates 401(k) Plan
Data updated 2026-08-25
- $98K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 6th
- Percentile by assets National rank
Official DOL plan name: Kennedy Hernandez & Associates 401(k) Plan · Sponsored by Kennedy Hernandez & Associates · New Mexico · Professional & Technical Services
$98K in assets, N/A participants
Kennedy Hernandez & Associates's Kennedy Hernandez & Associates 401(k) Plan reported $98K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- #1,149 in Professional & Technical Services (21,562 peers)
Kennedy Hernandez & Associates multi-year trail
Kennedy Hernandez & Associates's plans moved +264.6% in assets from 2022 to 2024; this filing shows Kennedy Hernandez & Associates 401(k) Plan at $98K / N/A participants.
- #1,149
- in Professional & Technical Services (21,562 peers)
- $98K
- reported net income
Kennedy Hernandez & Associates 401(k) Plan among the smaller filed plans by assets
Kennedy Hernandez & Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$97,514 6th percentile higher than 6% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 823671660 · Kennedy Hernandez & Associates PY 2022 · 401(k)
Kennedy Hernandez & Associates 401(k) Plan · $98K · N/A · 6th
- TYPE $98K
- TYPE N/A
- TYPE 6th
- TYPE 401(k)
- TYPE near Mnjr0912 Inc. Retirement Plan
- TYPE ind #1149
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 Mexico →
Kennedy Hernandez & Associates 401(k) Plan in the asset neighbourhood
Kennedy Hernandez & Associates multi-year asset trail
Sponsor-wide plan assets over time
All Kennedy Hernandez & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $356K 264.6430256168345% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $98K |
| 2023 | 1 | 14 | $223K |
| 2024 | 1 | 11 | $356K |
Kennedy Hernandez & Associates filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $98K |
| Net Income | $98K |
| Employer EIN | 823671660 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
Kennedy Hernandez & Associates 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside New Mexico, the nearest 401(k) by end-of-year assets is Mnjr0912 Inc. Retirement Plan in MO at $98K (this filing: $98K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98K here).
- Mnjr0912 Inc. Retirement Plan (MO) $98K · 1
- River & Oaks Enterprises Corporation 401(k) Plan (FL) $97K · 1
- Simon the Cat Inc. 401(k) Plan (KY) $97K · 11
- Larry T. Schaefer, Inc. 401(k) Plan (MI) $97K · 12
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.