Profit Sharing · DOL Form 5500 · 2023

Kennedy Associates Profit Sharing Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$627,959
Avg per participant High balance/head
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Official DOL plan name: Kennedy Associates Inc Restated Profit Sharing Retirment Plan · Sponsored by Kennedy Associates Profit Sharing · Ohio · Wholesale Trade

$2M in assets, 3 participants

Kennedy Associates Profit Sharing's Kennedy Associates Inc Restated Profit Sharing Retirment Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,198 in Wholesale Trade (6,309 peers)

Kennedy Associates Profit Sharing multi-year trail

Kennedy Associates Profit Sharing's plans moved +28.9% in assets from 2022 to 2024; this filing shows Kennedy Associates Inc Restated Profit Sharing Retirment Plan at $2M / 3 participants.

#1,198
in Wholesale Trade (6,309 peers)
+13.3%
assets growth YoY

Kennedy Associates Inc Restated Profit Sharing Retirment Plan among the smaller filed plans by assets

Kennedy Associates Inc Restated Profit Sharing Retirment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,883,876 30th percentile higher than 30% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Kennedy Associates Inc Restated Profit Sharing Retirment Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kennedy Associates Inc Restated Profit Sharing Retirment Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kennedy Associates Inc Restated Profit Sharing Retirment Plan reported net income rose from -$13K in the plan year 2022 filing to $221K in the plan year 2023 filing.
  • Kennedy Associates Inc Restated Profit Sharing Retirment Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 206586925 · Kennedy Associates Profit Sharing PY 2023 · Profit Sharing

Kennedy Associates Inc Restated Profit Sharing Retirment Plan · $2M · 3 · 30th

  • NET $2M
  • BOOK 3
  • VS-ST 30th
  • BOY Profit Sharing
  • SCH near Ramon a. Marrero Maldonado Retirement Plan
  • EBSA ind #1198

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 Wholesale Trade retirement plans → · Plans in Ohio →

Kennedy Associates Inc Restated Profit Sharing Retirment Plan in the asset neighbourhood

Intermed, Ltd., Employees Ret Plan and TrustIntermed, Ltd., Employees Re…$2MKennedy Associates Inc Restated Profit Sharing Retirment PlanKennedy Associates Inc Resta…$2MRamon a. Marrero Maldonado Retirement PlanRamon a. Marrero Maldonado R…$2MKemper & Associates, Inc. Profit Sharing PlanKemper & Associates, Inc. Pr…$2MUnimeasure, Inc. Profit Sharing PlanUnimeasure, Inc. Profit Shar…$2M
End-of-year total assets ($M) among Kennedy Associates Inc Restated Profit Sharing Retirment Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kennedy Associates Profit Sharing multi-year asset trail

Sponsor-wide plan assets over time

All Kennedy Associates Profit Sharing plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.89558642192414% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.66M $2.14M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Kennedy Associates Profit Sharing filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$221K
Employer EIN206586925
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kennedy Associates Inc Restated Profit Sharing Retirment Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Kennedy Associates Inc Restated Profit Sharing Retirment Plan, Total assets ($B): 0.001883876 · Participants: 3Kennedy Associates Inc Restated Profit Sharing Retirment PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Kennedy Associates Inc Restated Profit Sharing Retirment Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Kennedy Associates Inc Restated Profit Sharing Retirment Plan side-by-side with 3 peers →

Kennedy Associates Inc Restated Profit Sharing Retirment Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Ramon a. Marrero Maldonado Retirement Plan in PR ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kennedy Associates Inc Restated Profit Sharing Retirment Plan assets move in 2023? ▼
Kennedy Associates Inc Restated Profit Sharing Retirment Plan grew at a solid clip - up 13.3% during 2023, from $2M to $2M. Reported net income was $221K.
How have Kennedy Associates Profit Sharing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kennedy Associates Profit Sharing's sponsor-wide assets grew 28.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Kennedy Associates Inc Restated Profit Sharing Retirment Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ramon a. Marrero Maldonado Retirement Plan in PR ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Kennedy Associates Inc Restated Profit Sharing Retirment Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 206586925.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.