401(k) · DOL Form 5500 · 2024

Lee Kennedy Co, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
110
Participants Small participant base
77th
Percentile by assets National rank
$263,228
Avg per participant High balance/head
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Official DOL plan name: Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan · Sponsored by Lee Kennedy Co, Inc. · Massachusetts · Construction

$29M in assets, 110 participants

Lee Kennedy Co, Inc.'s Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan reported $29M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,809 in Construction (9,039 peers)

Coverage in Massachusetts

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan covers 110 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.

#6,809
in Construction (9,039 peers)
+8.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$28,955,059 Top 23% higher than 77% 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

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan reported participants fell from 126 in the plan year 2023 filing to 110 in the plan year 2024 filing.
  • Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042635562 · Lee Kennedy Co, Inc. PY 2024 · 401(k)

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan · $29M · 110 · 77th

  • BOOK $29M
  • VS-ST 110
  • BOY 77th
  • SCH 401(k)
  • EBSA near Consumers Supply Dist 401(k)
  • PART ind #6809

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 Construction retirement plans → · Plans in Massachusetts →

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Lee Kennedy Co., Inc. 401(k) and Profit Sharing PlanLee Kennedy Co., Inc. 401(k)…$29MConsumers Supply Dist 401(k)$29MBeyond Meat 401(k) Plan$29MPfm Incentive Savings Trust$29MNourison Industries, Inc. 401(k) Profit Sharing PlanNourison Industries, Inc. 40…$29M
End-of-year total assets ($M) among Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN042635562
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Kennedy Co, Inc.)

Sponsor-wide plan assets over time

All Lee Kennedy Co, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 23.5123057335187% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.4M $29M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 124 $23M
2023 1 126 $27M
2024 1 110 $29M

Nearby 401(k) Plans in Massachusetts

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

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.028955059 · Participants: 110Lee Kennedy Co., Inc. 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Consumers Supply Dist 401(k) in SD ($29M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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.

Frequently Asked Questions

How did Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan assets move in 2024? ▼
Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan grew at a solid clip - up 8.6% during 2024, from $27M to $29M. Reported net income was $2M.
How have Lee Kennedy Co, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Kennedy Co, Inc.'s sponsor-wide assets grew 23.5%, from $23M to $29M.
Where does Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consumers Supply Dist 401(k) in SD ($29M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Lee Kennedy Co., Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants, N/A 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 042635562.

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.