Plan5500

Kearney-National Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kearney-National Inc. (EIN 36-2392007) is a plan sponsor located in Poughkeepsie, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-2392007
Location
Poughkeepsie, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kearney-National Inc.

  • 2 loaded plans hold $34.1M in reported assets.
  • The largest, Kni Group 401(K) And Profit Sharing Plan, holds 71% of this company's reported plan assets.
  • Plans cover 870 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.1MSummed across loaded plans$34,057,078
Total reported assets$34.1M$34,057,078
Total reported participants870
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34.1M total assets
Net assets$34.1MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$1.6M
Total income / additions$8.2M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)$6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets71%Kni Group 401(K) And Profit Sharing Plan
Participants per plan435Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kni Group 401(K) And Profit Sharing Plan$24.1M
    Plan #010 · 550 participants · 2023
  2. 2
    Pension Plan For Hourly Employees Employed By The Hapco Division Of Kearney-National, Inc.$10M
    Plan #005 · 320 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kearney-National Inc.. Open one for its full reported snapshot.

  1. 2023
    Kni Group 401(K) And Profit Sharing Plan550 participants · 2Sch HSch C
    View filing →
  2. 2023
    Pension Plan For Hourly Employees Employed By The Hapco Division Of Kearney-National, Inc.320 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kearney-National Inc. report on Form 5500?
Kearney-National Inc. (EIN 36-2392007) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kearney-National Inc.?
The Employer Identification Number (EIN) reported for Kearney-National Inc. is 36-2392007.
What is the latest Form 5500 filing year for Kearney-National Inc.?
The latest loaded Form 5500 filing year for Kearney-National Inc. is 2023.

Related Form 5500 pages