401(k) · DOL Form 5500 · 2022

Kern Oil & Refining Co. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
163
Participants Small participant base
78th
Percentile by assets National rank
$131,668
Avg per participant Near avg balance/head
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Official DOL plan name: Kern Oil & Refining Co. Profit Sharing Plan · Sponsored by Kern Oil & Refining Co. · California · Manufacturing

$21M in assets, 163 participants

Kern Oil & Refining Co.'s Kern Oil & Refining Co. Profit Sharing Plan reported $21M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,333 in Manufacturing (20,602 peers)

Coverage in California

Kern Oil & Refining Co. Profit Sharing Plan covers 163 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $21M.

#14,333
in Manufacturing (20,602 peers)
-16.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kern Oil & Refining Co. Profit Sharing Plan's outsized position by total assets

Kern Oil & Refining Co. Profit Sharing Plan vs every filed plan by assets

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

$21,461,876 Top 22% higher than 78% 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 Co. 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. Kern Oil & Refining Co. Profit Sharing Plan sits mid-pack in the medium band (163 participants).

EBSA filing schedule strip

Filing strip 330011506 · Kern Oil & Refining Co. PY 2022 · 401(k)

Kern Oil & Refining Co. Profit Sharing Plan · $21M · 163 · 78th

  • BOOK $21M
  • VS-ST 163
  • BOY 78th
  • SCH 401(k)
  • EBSA near Bpl Plasma, Inc. & Affiliates 401(k) and Profit Sharing Plan
  • PART ind #14333

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 Co. Profit Sharing Plan in the asset neighbourhood

Kern Oil & Refining Co. Profit Sharing PlanKern Oil & Refining Co. Prof…$21MBpl Plasma, Inc. & Affiliates 401(k) and Profit Sharing PlanBpl Plasma, Inc. & Affiliate…$21MReal Foundations, Inc. 401(k) PlanReal Foundations, Inc. 401(k…$21MCoatue Management, LLC 401(k) PlanCoatue Management, LLC 401(k…$21MMillennium Partners Management LLC 401(k) PlanMillennium Partners Manageme…$21M
End-of-year total assets ($M) among Kern Oil & Refining Co. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN330011506
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kern Oil & Refining Co.)

Sponsor-wide plan assets over time

All Kern Oil & Refining Co. 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 401(k) Plans in California

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

Kern Oil & Refining Co. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kern Oil & Refining Co. Profit Sharing Plan, Total assets ($B): 0.021461876 · Participants: 163Kern Oil & Refining Co. Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Kern Oil & Refining Co. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kern Oil & Refining Co. Profit Sharing Plan side-by-side with 3 peers →

Kern Oil & Refining Co. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bpl Plasma, Inc. & Affiliates 401(k) and Profit Sharing Plan in NJ ($21M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Co. Profit Sharing Plan assets move in 2022? ▼
Kern Oil & Refining Co. Profit Sharing Plan declined sharply - down 16.5% during 2022, from $26M to $21M. Reported net income was -$4M.
How have Kern Oil & Refining Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern Oil & Refining Co.'s sponsor-wide assets grew 25.9%, from $34M to $42M.
Where does Kern Oil & Refining Co. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kern Oil & Refining Co. Profit Sharing Plan ranks in the 78th 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 Kern Oil & Refining Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bpl Plasma, Inc. & Affiliates 401(k) and Profit Sharing Plan in NJ ($21M, 795 participants).
Which 401(k) plans cover a similar participant headcount to Kern Oil & Refining Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 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 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.