401(k) · DOL Form 5500 · 2022

F.C. Kerbeck & Sons 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
107
Participants Small participant base
50th
Percentile by assets National rank
$44,460
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: F.C. Kerbeck & Sons 401(k) Plan · Sponsored by F.C. Kerbeck & Sons · New Jersey · Retail Trade

$5M in assets, 107 participants

F.C. Kerbeck & Sons's F.C. Kerbeck & Sons 401(k) Plan reported $5M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,638 in Retail Trade (9,519 peers)

Coverage in New Jersey

F.C. Kerbeck & Sons 401(k) Plan covers 107 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $5M.

#5,638
in Retail Trade (9,519 peers)
-14.6%
assets change YoY

The plan reported a net loss of $813K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

F.C. Kerbeck & Sons 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

F.C. Kerbeck & Sons 401(k) Plan vs every filed plan by assets

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

$4,757,227 Top 50% higher than 50% 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

F.C. Kerbeck & Sons 401(k) 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. F.C. Kerbeck & Sons 401(k) Plan sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 221857038 · F.C. Kerbeck & Sons PY 2022 · 401(k)

F.C. Kerbeck & Sons 401(k) Plan · $5M · 107 · 50th

  • IND $5M
  • IND 107
  • IND 50th
  • IND 401(k)
  • IND near Kipu Health 401(k) Plan
  • IND ind #5638

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 Retail Trade retirement plans → · Plans in New Jersey →

F.C. Kerbeck & Sons 401(k) Plan in the asset neighbourhood

F.C. Kerbeck & Sons 401(k) PlanF.C. Kerbeck & Sons 401(k) P…$5MKipu Health 401(k) Plan$5MOnni Group USA 401(k) Plan$5MOtoe-Missouria Development Authority 401(k) Profit Sharing Plan & TrustOtoe-Missouria Development A…$5MUci Construction, Inc. Profit Sharing and Employee Savings PlanUci Construction, Inc. Profi…$5M
End-of-year total assets ($M) among F.C. Kerbeck & Sons 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$813K
Employer EIN221857038
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

F.C. Kerbeck & Sons 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants F.C. Kerbeck & Sons 401(k) Plan, Total assets ($B): 0.004757227 · Participants: 107F.C. Kerbeck & Sons 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
F.C. Kerbeck & Sons 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare F.C. Kerbeck & Sons 401(k) Plan side-by-side with 3 peers →

F.C. Kerbeck & Sons 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kipu Health 401(k) Plan in FL ($5M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 F.C. Kerbeck & Sons 401(k) Plan assets move in 2022? ▼
F.C. Kerbeck & Sons 401(k) Plan pulled back noticeably - down 14.6% during 2022, from $6M to $5M. Reported net income was -$813K.
Which 401(k) plans are similar in size to F.C. Kerbeck & Sons 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kipu Health 401(k) Plan in FL ($5M, 201 participants).
Which 401(k) plans cover a similar participant headcount to F.C. Kerbeck & Sons 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, N/A 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 221857038.

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.