401(k) · DOL Form 5500 · 2023

James R. Kennedy, Jr., Esq. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$647,362
Avg per participant High balance/head
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Official DOL plan name: James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust · Sponsored by James R. Kennedy, Jr., Esq. · Florida · Professional & Technical Services

$1M in assets, 2 participants

James R. Kennedy, Jr., Esq.'s James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,352 in Professional & Technical Services (20,321 peers)

James R. Kennedy, Jr., Esq. multi-year trail

James R. Kennedy, Jr., Esq.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust at $1M / 2 participants.

#4,352
in Professional & Technical Services (20,321 peers)
+11.1%
assets growth YoY

James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,294,723 26th percentile higher than 26% 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

James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & 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. James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust reported net income rose from -$131K in the plan year 2022 filing to $130K in the plan year 2023 filing.
  • James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592387570 · James R. Kennedy, Jr., Esq. PY 2023 · 401(k)

James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust · $1M · 2 · 26th

  • BOOK $1M
  • VS-ST 2
  • BOY 26th
  • SCH 401(k)
  • EBSA near Hays Chevrolet 401(k) Plan
  • PART ind #4352

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 Professional & Technical Services retirement plans → · Plans in Florida →

James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Kerzner Associates 401(k) PlanKerzner Associates 401(k) Pl…$1MJames R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & TrustJames R. Kennedy, Jr., Esq. …$1MHays Chevrolet 401(k) Plan$1MMichael Moriello, P.C. 401(k) Profit Sharing Plan and TrustMichael Moriello, P.C. 401(k…$1MHope Health Systems Inc. 401(k) PlanHope Health Systems Inc. 401…$1M
End-of-year total assets ($M) among James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

James R. Kennedy, Jr., Esq. multi-year asset trail

Sponsor-wide plan assets over time

All James R. Kennedy, Jr., Esq. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.70330262692573% vs 2022
2024 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M 202220232024 $1.17M $1.31M ▲ +12.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

James R. Kennedy, Jr., Esq. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$130K
Employer EIN592387570
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001294723 · Participants: 2James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hays Chevrolet 401(k) Plan in KS ($1M); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 11.1% during 2023, from $1M to $1M. Reported net income was $130K.
How have James R. Kennedy, Jr., Esq. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James R. Kennedy, Jr., Esq.'s sponsor-wide assets grew 12.7%, from $1M to $1M.
Which 401(k) plans are similar in size to James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hays Chevrolet 401(k) Plan in KS ($1M, 23 participants).
Which 401(k) plans cover a similar participant headcount to James R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 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 592387570.

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.