401(k) · DOL Form 5500 · 2024
J. Kennedy and Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by J. Kennedy and Associates, Inc. · Georgia · Professional & Technical Services
$10M in assets, 8 participants
J. Kennedy and Associates, Inc.'s J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,705 in Professional & Technical Services (20,173 peers)
J. Kennedy and Associates, Inc. multi-year trail
J. Kennedy and Associates, Inc.'s plans moved +27.7% in assets from 2022 to 2024; this filing shows J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan at $10M / 8 participants.
- #10,705
- in Professional & Technical Services (20,173 peers)
- +12.3%
- assets growth YoY
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,563,830 Top 45% higher than 55% 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
J. Kennedy and Associates, Inc. 401(k) Profit Sharing 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. J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.
- J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 592048136 · J. Kennedy and Associates, Inc. PY 2024 · 401(k)
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan · $10M · 8 · 55th
- PHOTO $10M
- IND 8
- EOY 55th
- 5500 401(k)
- ASSETS near Pridestaff, Inc. 401(k) Plan
- PCT ind #10705
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 Georgia →
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
J. Kennedy and Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All J. Kennedy and Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 27.749249039058515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $7M |
| 2023 | 1 | 7 | $9M |
| 2024 | 1 | 8 | $10M |
J. Kennedy and Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 592048136 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
J. Kennedy and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Pridestaff, Inc. 401(k) Plan in CA ($10M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Pridestaff, Inc. 401(k) Plan (CA) $10M · 794
- Vetevolve 401(k) Plan (MD) $10M · 672
- Moss Management Services, Inc. 401(k) Salary Reduction Plan (CA) $10M · 311
- Riverside Energy Michigan LLC 401(k) Plan (MI) $10M · 217
Similar participant headcount
Nearest other-state filings by covered participants (8 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.