401(k) · DOL Form 5500 · 2023

Lee Kennedy Co, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
126
Participants Small participant base
77th
Percentile by assets National rank
$211,578
Avg per participant Above avg balance/head
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Official DOL plan name: Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan · Sponsored by Lee Kennedy Co, Inc. · Massachusetts · Construction

$27M in assets, 126 participants

Lee Kennedy Co, Inc.'s Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan reported $27M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,864 in Construction (9,030 peers)

Coverage in Massachusetts

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan covers 126 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.

#6,864
in Construction (9,030 peers)
+13.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$26,658,818 Top 23% higher than 77% 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

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan reported participants rose from 124 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042635562 · Lee Kennedy Co, Inc. PY 2023 · 401(k)

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan · $27M · 126 · 77th

  • IND $27M
  • IND 126
  • IND 77th
  • IND 401(k)
  • IND near Corporex Family of Companies 401(k) Plan
  • IND ind #6864

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 Construction retirement plans → · Plans in Massachusetts →

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Lee Kennedy Co., Inc. 401(k) and Profit Sharing PlanLee Kennedy Co., Inc. 401(k)…$27MCorporex Family of Companies 401(k) PlanCorporex Family of Companies…$27MReal Foundations, Inc. 401(k) PlanReal Foundations, Inc. 401(k…$27MThe 401(k) Plan for Hourly Employees of Finch Paper LLCThe 401(k) Plan for Hourly E…$27MEconolite Group, Inc. 401(k) PlanEconolite Group, Inc. 401(k)…$27M
End-of-year total assets ($M) among Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN042635562
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Kennedy Co, Inc.)

Sponsor-wide plan assets over time

All Lee Kennedy Co, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 23.5123057335187% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.4M $29M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 124 $23M
2023 1 126 $27M
2024 1 110 $29M

Nearby 401(k) Plans in Massachusetts

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

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.026658818 · Participants: 126Lee Kennedy Co., Inc. 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Corporex Family of Companies 401(k) Plan in KY ($27M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan grew at a solid clip - up 13.7% during 2023, from $23M to $27M. Reported net income was $3M.
How have Lee Kennedy Co, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Kennedy Co, Inc.'s sponsor-wide assets grew 23.5%, from $23M to $29M.
Where does Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corporex Family of Companies 401(k) Plan in KY ($27M, 1,544 participants).
Which 401(k) plans cover a similar participant headcount to Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 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 042635562.

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.