401(k) · DOL Form 5500 · 2024
Kennedy Hernandez & Harrison, P.C. 401(k) Plan
Data updated 2026-08-25
- $356K
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $32,325
- Avg per participant Low balance/head
Official DOL plan name: Kennedy Hernandez & Harrison, P.C. 401(k) Plan · Sponsored by Kennedy Hernandez & Harrison, P.C. · New Mexico · Professional & Technical Services
$356K in assets, 11 participants
Kennedy Hernandez & Harrison, P.C.'s Kennedy Hernandez & Harrison, P.C. 401(k) Plan reported $356K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #2,322 in Professional & Technical Services (20,173 peers)
Kennedy Hernandez & Harrison, P.C. multi-year trail
Kennedy Hernandez & Harrison, P.C.'s plans moved +264.6% in assets from 2022 to 2024; this filing shows Kennedy Hernandez & Harrison, P.C. 401(k) Plan at $356K / 11 participants.
- #2,322
- in Professional & Technical Services (20,173 peers)
- +59.4%
- assets growth YoY
Kennedy Hernandez & Harrison, P.C. 401(k) Plan among the smaller filed plans by assets
Kennedy Hernandez & Harrison, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$355,578 15th percentile higher than 15% 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
Kennedy Hernandez & Harrison, P.C. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kennedy Hernandez & Harrison, P.C. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kennedy Hernandez & Harrison, P.C. 401(k) Plan end-of-year assets rose from $223K in the plan year 2023 filing to $356K in the plan year 2024 filing.
- Kennedy Hernandez & Harrison, P.C. 401(k) Plan reported participants fell from 14 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Kennedy Hernandez & Harrison, P.C. 401(k) Plan reported net income rose from $126K in the plan year 2023 filing to $133K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 823671660 · Kennedy Hernandez & Harrison, P.C. PY 2024 · 401(k)
Kennedy Hernandez & Harrison, P.C. 401(k) Plan · $356K · 11 · 15th
- EIN $356K
- EIN 11
- EIN 15th
- EIN 401(k)
- EIN near Live Love Chocolate, Inc. 401(k) Plan
- EIN ind #2322
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 New Mexico →
Kennedy Hernandez & Harrison, P.C. 401(k) Plan in the asset neighbourhood
Kennedy Hernandez & Harrison, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Kennedy Hernandez & Harrison, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $356K 264.6430256168345% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $98K |
| 2023 | 1 | 14 | $223K |
| 2024 | 1 | 11 | $356K |
Kennedy Hernandez & Harrison, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $223K |
|---|---|
| Net Assets (End of Year) | $356K |
| Net Income | $133K |
| Employer EIN | 823671660 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
Kennedy Hernandez & Harrison, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Live Love Chocolate, Inc. 401(k) Plan in FL ($356K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($356K here).
- Live Love Chocolate, Inc. 401(k) Plan (FL) $356K · 6
- Advanced Disability Holdings, Inc. 401(k) Plan (IL) $355K · 5
- Palm Beach Logistics, LLC 401(k) Plan (FL) $356K · 78
- Rj Salewski Corp. 401(k) Plan (CA) $356K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (11 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.