Profit Sharing · DOL Form 5500 · 2024
Kennedy Associates Profit Sharing Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $714,640
- Avg per participant High balance/head
Official DOL plan name: Kennedy Associates Inc Restated Profit Sharing Retirment Plan · Sponsored by Kennedy Associates Profit Sharing · Ohio · Wholesale Trade
$2M in assets, 3 participants
Kennedy Associates Profit Sharing's Kennedy Associates Inc Restated Profit Sharing Retirment Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #1,172 in Wholesale Trade (6,080 peers)
Kennedy Associates Profit Sharing multi-year trail
Kennedy Associates Profit Sharing's plans moved +28.9% in assets from 2022 to 2024; this filing shows Kennedy Associates Inc Restated Profit Sharing Retirment Plan at $2M / 3 participants.
- #1,172
- in Wholesale Trade (6,080 peers)
- +13.8%
- assets growth YoY
Kennedy Associates Inc Restated Profit Sharing Retirment Plan among the smaller filed plans by assets
Kennedy Associates Inc Restated Profit Sharing Retirment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,143,919 30th percentile higher than 30% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kennedy Associates Inc Restated Profit Sharing Retirment Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kennedy Associates Inc Restated Profit Sharing Retirment Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kennedy Associates Inc Restated Profit Sharing Retirment Plan reported net income rose from $221K in the plan year 2023 filing to $260K in the plan year 2024 filing.
- Kennedy Associates Inc Restated Profit Sharing Retirment Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 206586925 · Kennedy Associates Profit Sharing PY 2024 · Profit Sharing
Kennedy Associates Inc Restated Profit Sharing Retirment Plan · $2M · 3 · 30th
- PCT $2M
- EIN 3
- RANK 30th
- PHOTO Profit Sharing
- IND near Concord Investment Counsel Inc Profit Sharing Qrp Group Plan
- EOY ind #1172
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 Wholesale Trade retirement plans → · Plans in Ohio →
Kennedy Associates Inc Restated Profit Sharing Retirment Plan in the asset neighbourhood
Kennedy Associates Profit Sharing multi-year asset trail
Sponsor-wide plan assets over time
All Kennedy Associates Profit Sharing plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 28.89558642192414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Kennedy Associates Profit Sharing filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $260K |
| Employer EIN | 206586925 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Kennedy Associates Inc Restated Profit Sharing Retirment Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Concord Investment Counsel Inc Profit Sharing Qrp Group Plan in CA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.