401(k) · DOL Form 5500 · 2023

The Kennedy Collective, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 445
Participants Below avg headcount: 62nd
Percentile by assets National rank: $25,911
Avg per participant Low balance/head

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Official DOL plan name: The Kennedy Collective, Inc. 401(k) Plan · Sponsored by The Kennedy Collective, Inc. · Connecticut · Healthcare & Social Assistance

$12M in assets, 445 participants

The Kennedy Collective, Inc.'s The Kennedy Collective, Inc. 401(k) Plan reported $12M in total assets and 445 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

#11,870 in Healthcare & Social Assistance (17,684 peers)

The Kennedy Collective, Inc. multi-year trail

The Kennedy Collective, Inc.'s plans moved +15.4% in assets from 2022 to 2024; this filing shows The Kennedy Collective, Inc. 401(k) Plan at $12M / 445 participants.

#11,870
in Healthcare & Social Assistance (17,684 peers): $2M
reported net income

The Kennedy Collective, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Kennedy Collective, Inc. 401(k) Plan vs every filed plan by assets

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

$11,530,341 Top 38% higher than 62% 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

The Kennedy Collective, Inc. 401(k) 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. The Kennedy Collective, Inc. 401(k) Plan sits mid-pack in the medium band (445 participants).

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%)

Published 5500 schedule card

Filing strip 060709295 · The Kennedy Collective, Inc. PY 2023 · 401(k)

The Kennedy Collective, Inc. 401(k) Plan · $12M · 445 · 62nd

PCT $12M
EIN 445
RANK 62nd
PHOTO 401(k)
IND near Tower Imaging, LLC Retirement Plan and Trust
EOY ind #11870

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among The Kennedy Collective, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Kennedy Collective, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $14M 15.40638321429617% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	537	$12M
2023	14	9,260	$31M
2024	1	432	$14M

The Kennedy Collective, Inc. filing trail (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	060709295
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

The Kennedy Collective, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare The Kennedy Collective, Inc. 401(k) Plan side-by-side with 3 peers →

The Kennedy Collective, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Tower Imaging, LLC Retirement Plan and Trust in FL ($12M); by covered participants it is Conewago Holdings, Inc 401(k) Plan in PA (445 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Tower Imaging, LLC Retirement Plan and Trust (FL) $12M · 557
Care Everywhere, LLC 401(k) Profit Sharing Plan & Trust (MA) $12M · 125
Timber Automation, LLC 401(k) Plan (AR) $12M · 233
US Motor Works, LLC 401(k) Profit Sharing Plan (CA) $12M · 235

Similar participant headcount

Nearest other-state filings by covered participants (445 participants); asset peers above are excluded.

Conewago Holdings, Inc 401(k) Plan (PA) 445 · 0 off
Rausch Coleman Homes Retirement Savings Plan (AR) 445 · 0 off
Eastern Propane 401(k) Plan (NH) 445 · 0 off
Austrian Motors Corp. 401(k) Profit-Sharing Plan (MD) 445 · 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 have The Kennedy Collective, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Kennedy Collective, Inc.'s sponsor-wide assets grew 15.4%, from $12M to $14M.

Which 401(k) plans are similar in size to The Kennedy Collective, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tower Imaging, LLC Retirement Plan and Trust in FL ($12M, 557 participants).

Which 401(k) plans cover a similar participant headcount to The Kennedy Collective, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Conewago Holdings, Inc 401(k) Plan in PA (445 participants, $33M 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 060709295.