401(k) · DOL Form 5500 · 2024

Kenney Shelton Liptak & Nowak LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
66
Participants Small participant base
57th
Percentile by assets National rank
$161,378
Avg per participant Above avg balance/head
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Official DOL plan name: Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan · Sponsored by Kenney Shelton Liptak & Nowak LLP · New York · Professional & Technical Services

$11M in assets, 66 participants

Kenney Shelton Liptak & Nowak LLP's Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan reported $11M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,182 in Professional & Technical Services (20,173 peers)

Kenney Shelton Liptak & Nowak LLP multi-year trail

Kenney Shelton Liptak & Nowak LLP's plans moved +37.0% in assets from 2022 to 2024; this filing shows Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan at $11M / 66 participants.

#11,182
in Professional & Technical Services (20,173 peers)
+16.7%
assets growth YoY

Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,650,927 Top 43% higher than 57% 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

Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing 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. Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan reported participants fell from 70 in the plan year 2023 filing to 66 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161468707 · Kenney Shelton Liptak & Nowak LLP PY 2024 · 401(k)

Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan · $11M · 66 · 57th

  • IND $11M
  • EOY 66
  • 5500 57th
  • ASSETS 401(k)
  • PCT near Coogan Smith Profit Sharing Plan
  • EIN ind #11182

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 York →

Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing PlanKenney, Shelton, Liptak & No…$11MCoogan Smith Profit Sharing PlanCoogan Smith Profit Sharing …$11MGulfspan Industrial, LLC 401(k) Retirement PlanGulfspan Industrial, LLC 401…$11MAllan Vigil Ford Lincoln 401(k) Profit Sharing PlanAllan Vigil Ford Lincoln 401…$11MGila River Sand and Gravel Corporation 401(k) PlanGila River Sand and Gravel C…$11M
End-of-year total assets ($M) among Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kenney Shelton Liptak & Nowak LLP multi-year asset trail

Sponsor-wide plan assets over time

All Kenney Shelton Liptak & Nowak LLP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 36.96728862835791% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.78M $10.7M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 69 $8M
2023 1 70 $9M
2024 1 66 $11M

Kenney Shelton Liptak & Nowak LLP filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN161468707
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.010650927 · Participants: 66Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Coogan Smith Profit Sharing Plan in MA ($11M); by covered participants it is California Fine Wire Company 401(k) Profit Sharing Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan grew sharply - up 16.7% during 2024, from $9M to $11M. Reported net income was $2M.
How have Kenney Shelton Liptak & Nowak LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kenney Shelton Liptak & Nowak LLP's sponsor-wide assets grew 37.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coogan Smith Profit Sharing Plan in MA ($11M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Fine Wire Company 401(k) Profit Sharing Plan in CA (66 participants, $21M 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 161468707.

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.