Money Purchase · DOL Form 5500 · 2022

Kern Oil & Refining Company Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
168
Participants Small participant base
69th
Percentile by assets National rank
$72,006
Avg per participant Below avg balance/head
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Official DOL plan name: Kern Oil & Refining Company Pension Plan · Sponsored by Kern Oil & Refining Company · California · Manufacturing

$12M in assets, 168 participants

Kern Oil & Refining Company's Kern Oil & Refining Company Pension Plan reported $12M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #11,737 in Manufacturing (20,602 peers)

Coverage in California

Kern Oil & Refining Company Pension Plan covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $12M.

#11,737
in Manufacturing (20,602 peers)
-17.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kern Oil & Refining Company Pension Plan's outsized position by total assets

Kern Oil & Refining Company Pension Plan vs every filed plan by assets

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

$12,097,033 Top 31% higher than 69% 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

Kern Oil & Refining Company Pension 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. Kern Oil & Refining Company Pension Plan sits mid-pack in the medium band (168 participants).

DOL schedule card

Filing strip 330011506 · Kern Oil & Refining Company PY 2022 · Money Purchase

Kern Oil & Refining Company Pension Plan · $12M · 168 · 69th

  • PHOTO $12M
  • PHOTO 168
  • PHOTO 69th
  • PHOTO Money Purchase
  • PHOTO near Hawaii Insulators Pension Plan
  • PHOTO ind #11737

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 Manufacturing retirement plans → · Plans in California →

Kern Oil & Refining Company Pension Plan in the asset neighbourhood

Educational Systems Federal Credit Union Money Purchase PlanEducational Systems Federal …$12MKern Oil & Refining Company Pension PlanKern Oil & Refining Company …$12MHawaii Insulators Pension PlanHawaii Insulators Pension Pl…$12MBrooklyn Navy Yard Development Corp. Pension PlanBrooklyn Navy Yard Developme…$12MCentral Texas College Employees Supplemental Plan and TrustCentral Texas College Employ…$12M
End-of-year total assets ($M) among Kern Oil & Refining Company Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN330011506
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kern Oil & Refining Company)

Sponsor-wide plan assets over time

All Kern Oil & Refining Company plans reported in each filing year

Latest sponsor-wide plan assets
$42M 25.929510998107837% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.6M $42.3M ▲ +25.9%
Year Plans Participants Total Assets
2022 2 331 $34M
2023 2 333 $43M
2024 2 371 $42M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Kern Oil & Refining Company Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Kern Oil & Refining Company Pension Plan, Total assets ($B): 0.012097033 · Participants: 168Kern Oil & Refining Company Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Kern Oil & Refining Company Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Kern Oil & Refining Company Pension Plan side-by-side with 3 peers →

Kern Oil & Refining Company Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Hawaii Insulators Pension Plan in HI ($12M); by covered participants it is Drexel Chemical Company Money Purchase Pension Plan and Trust in TN (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Kern Oil & Refining Company Pension Plan assets move in 2022? ▼
Kern Oil & Refining Company Pension Plan declined sharply - down 17.8% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Kern Oil & Refining Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern Oil & Refining Company's sponsor-wide assets grew 25.9%, from $34M to $42M.
Which Money Purchase plans are similar in size to Kern Oil & Refining Company Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hawaii Insulators Pension Plan in HI ($12M, 84 participants).
Which Money Purchase plans cover a similar participant headcount to Kern Oil & Refining Company Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Drexel Chemical Company Money Purchase Pension Plan and Trust in TN (168 participants, $10M 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 330011506.

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.