401(k) · DOL Form 5500 · 2023

J. Kennedy and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
7
Participants Small participant base
55th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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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

$9M in assets, 7 participants

J. Kennedy and Associates, Inc.'s J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,901 in Professional & Technical Services (20,321 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 $9M / 7 participants.

#10,901
in Professional & Technical Services (20,321 peers)
+13.8%
assets growth YoY

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 2023 · DOL Form 5500

$8,516,855 Top 45% higher than 55% 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

J. Kennedy and Associates, Inc. 401(k) 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. J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$641K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592048136 · J. Kennedy and Associates, Inc. PY 2023 · 401(k)

J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan · $9M · 7 · 55th

  • VS-ST $9M
  • BOY 7
  • SCH 55th
  • EBSA 401(k)
  • PART near Group Rossignol USA, Inc. 401(k) Plan
  • TYPE ind #10901

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. 401(k) Profit Sharing PlanJ. Kennedy and Associates, I…$9MGroup Rossignol USA, Inc. 401(k) PlanGroup Rossignol USA, Inc. 40…$9MMortgage Equity Partners Retirement PlanMortgage Equity Partners Ret…$9MKatecho, LLC 401(k) Plan$9MHope International 401(k) PlanHope International 401(k) Pl…$9M
End-of-year total assets ($M) among J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$7M$8M$9M$10M 202220232024 $7.49M $9.56M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 8 $7M
2023 1 7 $9M
2024 1 8 $10M

J. Kennedy and Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN592048136
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008516855 · Participants: 7J. Kennedy and Associates, Inc. 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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 Group Rossignol USA, Inc. 401(k) Plan in UT ($9M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.8% during 2023, from $7M to $9M. Reported net income was $1M.
How have J. Kennedy and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Kennedy and Associates, Inc.'s sponsor-wide assets grew 27.7%, from $7M to $10M.
Which 401(k) plans are similar in size to J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Group Rossignol USA, Inc. 401(k) Plan in UT ($9M, 80 participants).
Which 401(k) plans cover a similar participant headcount to J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 592048136.

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.