Profit Sharing · DOL Form 5500 · 2023

Michael G. Kennedy, Md PC Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
39th
Percentile by assets National rank
$741,221
Avg per participant High balance/head
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Official DOL plan name: Michael G. Kennedy, Md PC Profit Sharing Plan and Trust · Sponsored by Michael G. Kennedy, Md PC · Massachusetts · Healthcare & Social Assistance

$4M in assets, 5 participants

Michael G. Kennedy, Md PC's Michael G. Kennedy, Md PC Profit Sharing Plan and Trust 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.

  • #7,269 in Healthcare & Social Assistance (17,684 peers)

Michael G. Kennedy, Md PC multi-year trail

Michael G. Kennedy, Md PC's plans moved +31.0% in assets from 2022 to 2024; this filing shows Michael G. Kennedy, Md PC Profit Sharing Plan and Trust at $4M / 5 participants.

#7,269
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY

Michael G. Kennedy, Md PC Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Michael G. Kennedy, Md PC Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,706,104 39th percentile higher than 39% 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

Michael G. Kennedy, Md PC Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael G. Kennedy, Md PC Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael G. Kennedy, Md PC Profit Sharing Plan and Trust reported net income rose from $228K in the plan year 2022 filing to $673K in the plan year 2023 filing.
  • Michael G. Kennedy, Md PC Profit Sharing Plan and Trust 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 →

EBSA filing schedule strip

Filing strip 042837106 · Michael G. Kennedy, Md PC PY 2023 · Profit Sharing

Michael G. Kennedy, Md PC Profit Sharing Plan and Trust · $4M · 5 · 39th

  • EIN $4M
  • RANK 5
  • PHOTO 39th
  • IND Profit Sharing
  • EOY near Veralrud & Orr Attorneys, PC Profit Sharing Plan
  • 5500 ind #7269

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 Massachusetts →

Michael G. Kennedy, Md PC Profit Sharing Plan and Trust in the asset neighbourhood

Michael G. Kennedy, Md PC Profit Sharing Plan and TrustMichael G. Kennedy, Md PC Pr…$4MVeralrud & Orr Attorneys, PC Profit Sharing PlanVeralrud & Orr Attorneys, PC…$4MUnion Home Loan Inc. Profit Sharing PlanUnion Home Loan Inc. Profit …$4MCopper State Rubber of Arizona, Inc. Profit Sharing PlanCopper State Rubber of Arizo…$4MHeller, Heller & Mccoy Profit Sharing PlanHeller, Heller & Mccoy Profi…$4M
End-of-year total assets ($M) among Michael G. Kennedy, Md PC Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Michael G. Kennedy, Md PC multi-year asset trail

Sponsor-wide plan assets over time

All Michael G. Kennedy, Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 30.95179773980716% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.03M $3.97M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $4M
2024 1 5 $4M

Michael G. Kennedy, Md PC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$673K
Employer EIN042837106
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Michael G. Kennedy, Md PC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Michael G. Kennedy, Md PC Profit Sharing Plan and Trust, Total assets ($B): 0.003706104 · Participants: 5Michael G. Kennedy, Md PC Profit Sharing Plan and TrustConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Michael G. Kennedy, Md PC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Michael G. Kennedy, Md PC Profit Sharing Plan and Trust side-by-side with 3 peers →

Michael G. Kennedy, Md PC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Veralrud & Orr Attorneys, PC Profit Sharing Plan in OR ($4M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Michael G. Kennedy, Md PC Profit Sharing Plan and Trust assets move in 2023? ▼
Michael G. Kennedy, Md PC Profit Sharing Plan and Trust grew sharply - up 22.2% during 2023, from $3M to $4M. Reported net income was $673K.
How have Michael G. Kennedy, Md PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael G. Kennedy, Md PC's sponsor-wide assets grew 31.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Michael G. Kennedy, Md PC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Veralrud & Orr Attorneys, PC Profit Sharing Plan in OR ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Michael G. Kennedy, Md PC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 042837106.

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.