401(k) · DOL Form 5500 · 2022
Kern & Co, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $61,865
- Avg per participant Low balance/head
Official DOL plan name: Kern & Co, LLC Investment Program · Sponsored by Kern & Co, LLC · Georgia · Professional & Technical Services
$1M in assets, 24 participants
Kern & Co, LLC's Kern & Co, LLC Investment Program reported $1M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,596 in Professional & Technical Services (21,562 peers)
Kern & Co, LLC multi-year trail
Kern & Co, LLC's plans moved -20.0% in assets from 2022 to 2024; this filing shows Kern & Co, LLC Investment Program at $1M / 24 participants.
- #5,596
- in Professional & Technical Services (21,562 peers)
- -14.3%
- assets change YoY
The plan reported a net loss of $247K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kern & Co, LLC Investment Program among the smaller filed plans by assets
Kern & Co, LLC Investment Program vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,484,762 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kern & Co, LLC Investment Program among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kern & Co, LLC Investment Program is a small filing (24 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 582631346 · Kern & Co, LLC PY 2022 · 401(k)
Kern & Co, LLC Investment Program · $1M · 24 · 30th
- PCT $1M
- EIN 24
- RANK 30th
- PHOTO 401(k)
- IND near Sandy's Towing 401(k) Retirement Plan
- EOY ind #5596
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 Georgia →
Kern & Co, LLC Investment Program in the asset neighbourhood
Kern & Co, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Kern & Co, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 20.04422257573941% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $1M |
| 2023 | 1 | 19 | $1M |
| 2024 | 1 | 21 | $1M |
Kern & Co, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$247K |
| Employer EIN | 582631346 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Kern & Co, LLC Investment Program's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Sandy's Towing 401(k) Retirement Plan in OH ($1M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Sandy's Towing 401(k) Retirement Plan (OH) $1M · 125
- Onions 52 401(k) Plan (UT) $1M · 123
- M.C. Van Kampen Trucking, Inc. 401(k) Plan (MI) $1M · 201
- Allergy & Asthma Consultants 401(k) Plan (MO) $1M · 29
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.