401(k) · DOL Form 5500 · 2024

Kenefick & Co., Cpa's, PA 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Kenefick & Co., Cpa's, PA 401(k) Plan · Sponsored by Kenefick & Co., Cpa's, PA · North Carolina · Professional & Technical Services

$1M in assets, 1 participants

Kenefick & Co., Cpa's, PA's Kenefick & Co., Cpa's, PA 401(k) Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,182 in Professional & Technical Services (20,173 peers)

Kenefick & Co., Cpa's, PA multi-year trail

Kenefick & Co., Cpa's, PA's plans moved +38.8% in assets from 2022 to 2024; this filing shows Kenefick & Co., Cpa's, PA 401(k) Plan at $1M / 1 participant.

#4,182
in Professional & Technical Services (20,173 peers)
+14.8%
assets growth YoY

Kenefick & Co., Cpa's, PA 401(k) Plan among the smaller filed plans by assets

Kenefick & Co., Cpa's, PA 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,325,969 25th percentile higher than 25% of 123,620 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 2024

Kenefick & Co., Cpa's, PA 401(k) 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. Kenefick & Co., Cpa's, PA 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kenefick & Co., Cpa's, PA 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kenefick & Co., Cpa's, PA 401(k) Plan reported net income fell from $200K in the plan year 2023 filing to $171K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 562225628 · Kenefick & Co., Cpa's, PA PY 2024 · 401(k)

Kenefick & Co., Cpa's, PA 401(k) Plan · $1M · 1 · 25th

  • EOY $1M
  • 5500 1
  • ASSETS 25th
  • PCT 401(k)
  • EIN near Defined It Inc 401(k) Profit Sharing Plan & Trust
  • RANK ind #4182

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 North Carolina →

Kenefick & Co., Cpa's, PA 401(k) Plan in the asset neighbourhood

Kenefick & Co., Cpa's, PA 401(k) PlanKenefick & Co., Cpa's, PA 40…$1MDefined It Inc 401(k) Profit Sharing Plan & TrustDefined It Inc 401(k) Profit…$1MHhdla 401(k) Plan$1MR.N. Industries Trucking, Inc. Profit Sharing PlanR.N. Industries Trucking, In…$1MAdvanced Foot & Ankle Centers 401(k) PlanAdvanced Foot & Ankle Center…$1M
End-of-year total assets ($M) among Kenefick & Co., Cpa's, PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kenefick & Co., Cpa's, PA multi-year asset trail

Sponsor-wide plan assets over time

All Kenefick & Co., Cpa's, PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 38.77241106479442% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.96M $1.33M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 1 $955K
2023 1 1 $1M
2024 1 1 $1M

Kenefick & Co., Cpa's, PA filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$171K
Employer EIN562225628
Plan Effective Date2008-12-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Kenefick & Co., Cpa's, PA 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Kenefick & Co., Cpa's, PA 401(k) Plan, Total assets ($B): 0.001325969 · Participants: 1Kenefick & Co., Cpa's, PA 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Kenefick & Co., Cpa's, PA 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Kenefick & Co., Cpa's, PA 401(k) Plan side-by-side with 3 peers →

Kenefick & Co., Cpa's, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Defined It Inc 401(k) Profit Sharing Plan & Trust in TX ($1M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Kenefick & Co., Cpa's, PA 401(k) Plan assets move in 2024? ▼
Kenefick & Co., Cpa's, PA 401(k) Plan grew at a solid clip - up 14.8% during 2024, from $1M to $1M. Reported net income was $171K.
How have Kenefick & Co., Cpa's, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kenefick & Co., Cpa's, PA's sponsor-wide assets grew 38.8%, from $955K to $1M.
Where does Kenefick & Co., Cpa's, PA 401(k) Plan rank by assets among Form 5500 filers? ▼
Kenefick & Co., Cpa's, PA 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Kenefick & Co., Cpa's, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Defined It Inc 401(k) Profit Sharing Plan & Trust in TX ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Kenefick & Co., Cpa's, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562225628.

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.