401(k) · DOL Form 5500 · 2024
The Kennedy Collective, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 432
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $31,753
- Avg per participant Low balance/head
Official DOL plan name: The Kennedy Collective, Inc. 401(k) Plan · Sponsored by The Kennedy Collective, Inc. · Connecticut · Healthcare & Social Assistance
$14M in assets, 432 participants
The Kennedy Collective, Inc.'s The Kennedy Collective, Inc. 401(k) Plan reported $14M in total assets and 432 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,444 in Healthcare & Social Assistance (16,916 peers)
The Kennedy Collective, Inc. multi-year trail
The Kennedy Collective, Inc.'s plans moved +15.4% in assets from 2022 to 2024; this filing shows The Kennedy Collective, Inc. 401(k) Plan at $14M / 432 participants.
- #11,444
- in Healthcare & Social Assistance (16,916 peers)
- +19.0%
- assets growth YoY
The Kennedy Collective, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Kennedy Collective, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,717,115 Top 37% higher than 63% 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
The Kennedy Collective, Inc. 401(k) 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. The Kennedy Collective, Inc. 401(k) Plan sits mid-pack in the medium band (432 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Kennedy Collective, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Kennedy Collective, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- The Kennedy Collective, Inc. 401(k) Plan reported participants fell from 445 in the plan year 2023 filing to 432 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 060709295 · The Kennedy Collective, Inc. PY 2024 · 401(k)
The Kennedy Collective, Inc. 401(k) Plan · $14M · 432 · 63rd
- BOY $14M
- SCH 432
- EBSA 63rd
- PART 401(k)
- TYPE near Cypress 401(k) Plan
- NET ind #11444
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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →
The Kennedy Collective, Inc. 401(k) Plan in the asset neighbourhood
The Kennedy Collective, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Kennedy Collective, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 15.40638321429617% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 537 | $12M |
| 2023 | 14 | 9,260 | $31M |
| 2024 | 1 | 432 | $14M |
The Kennedy Collective, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 060709295 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
The Kennedy Collective, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Cypress 401(k) Plan in FL ($14M); by covered participants it is Am LLC 401(k) Retirement Plan in VA (432 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Cypress 401(k) Plan (FL) $14M · 597
- Fehrer Automotive North America, LLC 401(k) Plan (SC) $14M · 870
- Delta-T Group, Inc. 401(k) Savings Plan (PA) $14M · 437
- Varitec Solutions LLC Employee Savings Plan (AZ) $14M · 148
Similar participant headcount
Nearest other-state filings by covered participants (432 participants); asset peers above are excluded.
- Am LLC 401(k) Retirement Plan (VA) 432 · 0 off
- Ajt Holding 401(k) (NC) 432 · 0 off
- Fremont Contract Carriers Inc. 401(k) Profit Sharing Plan (NE) 432 · 0 off
- Papa, Inc. 401(k) Plan (FL) 432 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.