401(k) · DOL Form 5500 · 2023

Kennedy Insurance Agency 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 5
Participants Small participant base: 39th
Percentile by assets National rank: $721,206
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Kennedy Ins. Agency Profit Sharing Plan · Sponsored by Kennedy Insurance Agency · Ohio · Finance & Insurance

$4M in assets, 5 participants

Kennedy Insurance Agency's Kennedy Ins. Agency Profit Sharing Plan reported $4M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#2,389 in Finance & Insurance (8,869 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 $4M / 5 participants.

#2,389
in Finance & Insurance (8,869 peers): +15.3%
assets growth YoY

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 2023 · DOL Form 5500

$3,606,029 39th percentile higher than 39% of 127,068 filed plans

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

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

Kennedy Ins. Agency Profit Sharing 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 Ins. Agency Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kennedy Ins. Agency Profit Sharing Plan reported net income rose from -$383K in the plan year 2022 filing to $478K in the plan year 2023 filing.
Kennedy Ins. Agency Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341632175 · Kennedy Insurance Agency PY 2023 · 401(k)

Kennedy Ins. Agency Profit Sharing Plan · $4M · 5 · 39th

PART $4M
TYPE 5
NET 39th
BOOK 401(k)
VS-ST near Mcneill Hotel Company 401(k) Plan
BOY ind #2389

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 →

End-of-year total assets ($M) among Kennedy Ins. Agency Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kennedy Insurance Agency multi-year asset trail

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 (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$478K
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.

Kennedy Ins. Agency Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Kennedy Ins. Agency Profit Sharing Plan side-by-side with 3 peers →

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 Mcneill Hotel Company 401(k) Plan in TN ($4M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Mcneill Hotel Company 401(k) Plan (TN) $4M · 475
American Limousine, LLC 401(k) Plan (MD) $4M · 82
The Cobalt Company 401(k) Plan (VA) $4M · 38
Ram Winch & Hoist Ltd. 401(k) Plan (TX) $4M · 15

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off

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 Ins. Agency Profit Sharing Plan assets move in 2023? ▼

Kennedy Ins. Agency Profit Sharing Plan grew sharply - up 15.3% during 2023, from $3M to $4M. Reported net income was $478K.

How have Kennedy Insurance Agency plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kennedy Insurance Agency's sponsor-wide assets grew 35.4%, from $3M to $4M.

Which 401(k) plans are similar in size to Kennedy Ins. Agency Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mcneill Hotel Company 401(k) Plan in TN ($4M, 475 participants).

Which 401(k) plans cover a similar participant headcount to Kennedy Ins. Agency Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 341632175.