401(k) · DOL Form 5500 · 2022

Kerberrose S.C. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
214
Participants Below avg headcount
81st
Percentile by assets National rank
$126,119
Avg per participant Near avg balance/head
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Official DOL plan name: Kerberrose S.C. 401(k) Profit Sharing Plan · Sponsored by Kerberrose S.C. · Wisconsin · Professional & Technical Services

$27M in assets, 214 participants

Kerberrose S.C.'s Kerberrose S.C. 401(k) Profit Sharing Plan reported $27M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,695 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Kerberrose S.C. 401(k) Profit Sharing Plan covers 214 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.

#17,695
in Professional & Technical Services (21,562 peers)
-3.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $880K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kerberrose S.C. 401(k) Profit Sharing Plan's outsized position by total assets

Kerberrose S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,989,479 Top 19% higher than 81% of 139,123 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 2022

Kerberrose S.C. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerberrose S.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (214 participants).

EBSA filing schedule strip

Filing strip 391658423 · Kerberrose S.C. PY 2022 · 401(k)

Kerberrose S.C. 401(k) Profit Sharing Plan · $27M · 214 · 81st

  • NET $27M
  • NET 214
  • NET 81st
  • NET 401(k)
  • NET near Upa 401(k) Savings Plan
  • NET ind #17695

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 Wisconsin →

Kerberrose S.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Kerberrose S.C. 401(k) Profit Sharing PlanKerberrose S.C. 401(k) Profi…$27MUpa 401(k) Savings Plan$27MSociety of Petroleum Engineers (Spe), Inc. Retirement Income PlanSociety of Petroleum Enginee…$27MEvi Industries, Inc. 401(k) PlanEvi Industries, Inc. 401(k) …$27MExemplis LLC 401(k) Savings PlanExemplis LLC 401(k) Savings …$27M
End-of-year total assets ($M) among Kerberrose S.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$27M
Net Income-$880K
Employer EIN391658423
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kerberrose S.C.)

Sponsor-wide plan assets over time

All Kerberrose S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 37.45628805950645% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $37.1M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 214 $27M
2023 1 227 $33M
2024 1 243 $37M

Nearby 401(k) Plans in Wisconsin

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

Kerberrose S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Kerberrose S.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.026989479 · Participants: 214Kerberrose S.C. 401(k) Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Kerberrose S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kerberrose S.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kerberrose S.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Upa 401(k) Savings Plan in TN ($27M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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.

Frequently Asked Questions

How did Kerberrose S.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Kerberrose S.C. 401(k) Profit Sharing Plan edged down modestly - down 3.2% during 2022, from $28M to $27M. Reported net income was -$880K.
How have Kerberrose S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerberrose S.C.'s sponsor-wide assets grew 37.5%, from $27M to $37M.
Where does Kerberrose S.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kerberrose S.C. 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kerberrose S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Upa 401(k) Savings Plan in TN ($27M, 902 participants).
Which 401(k) plans cover a similar participant headcount to Kerberrose S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix Processor Retirement Savings Plan in WA (214 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391658423.

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.