401(k) · DOL Form 5500 · 2023

Kennedy Mechanical Plumbing & Heating, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
220
Participants Below avg headcount
64th
Percentile by assets National rank
$58,098
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan · Sponsored by Kennedy Mechanical Plumbing & Heating, Inc. · New York · Construction

$13M in assets, 220 participants

Kennedy Mechanical Plumbing & Heating, Inc.'s Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan reported $13M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,633 in Construction (9,030 peers)

Coverage in New York

Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan covers 220 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $13M.

#5,633
in Construction (9,030 peers)
+21.3%
assets growth YoY

Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan's mid-pack asset rank among Construction and all filers

Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan vs every filed plan by assets

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

$12,781,558 Top 36% higher than 64% 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 Mechanical Plumbing & Heating, Inc.401(k) Savings 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. Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan reported participants rose from 203 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161385946 · Kennedy Mechanical Plumbing & Heating, Inc. PY 2023 · 401(k)

Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan · $13M · 220 · 64th

  • PCT $13M
  • PCT 220
  • PCT 64th
  • PCT 401(k)
  • PCT near Marts & Lundy Inc. 401(k) Salary Savings Plan
  • PCT ind #5633

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 New York →

Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan in the asset neighbourhood

Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings PlanKennedy Mechanical Plumbing …$13MMarts & Lundy Inc. 401(k) Salary Savings PlanMarts & Lundy Inc. 401(k) Sa…$13MR. H. Foster Energy, LLC Retirement PlanR. H. Foster Energy, LLC Ret…$13MArc 401(k) Employee Retirement PlanArc 401(k) Employee Retireme…$13MAv Squad, LP 401(k) Plan$13M
End-of-year total assets ($M) among Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN161385946
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kennedy Mechanical Plumbing & Heating, Inc.)

Sponsor-wide plan assets over time

All Kennedy Mechanical Plumbing & Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 38.413998573000086% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.5M $14.6M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 203 $11M
2023 1 220 $13M
2024 1 214 $15M

Nearby 401(k) Plans in New York

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

Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan, Total assets ($B): 0.012781558 · Participants: 220Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan side-by-side with 3 peers →

Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Marts & Lundy Inc. 401(k) Salary Savings Plan in NJ ($13M); by covered participants it is Dickinson Frozen Foods, Inc Employees' 401(k) Profit Sharing Plan in ID (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Mechanical Plumbing & Heating, Inc.401(k) Savings Plan assets move in 2023? ▼
Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan grew sharply - up 21.3% during 2023, from $11M to $13M. Reported net income was $2M.
How have Kennedy Mechanical Plumbing & Heating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kennedy Mechanical Plumbing & Heating, Inc.'s sponsor-wide assets grew 38.4%, from $11M to $15M.
Which 401(k) plans are similar in size to Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marts & Lundy Inc. 401(k) Salary Savings Plan in NJ ($13M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dickinson Frozen Foods, Inc Employees' 401(k) Profit Sharing Plan in ID (220 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 161385946.

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.