401(k) · DOL Form 5500 · 2022
Southherncarlson, Inc. 401(k) Plan
Data updated 2026-08-11
- $64M
- Total assets
- 1,209
- Participants
- 90th
- Percentile by assets
- $52,740
- Avg per participant
Official DOL plan name: Kyocera Industrial Tools, Inc. 401(k) Plan · Sponsored by Southherncarlson, Inc. · Nebraska · Retail Trade
$64M in assets, 1,209 participants
Southherncarlson, Inc.'s Kyocera Industrial Tools, Inc. 401(k) Plan reported $64M in total assets and 1,209 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 139,126 plans)
- #9,003 in Retail Trade (9,519 peers)
Coverage in Nebraska
Kyocera Industrial Tools, Inc. 401(k) Plan covers 1,209 participants in Nebraska, 2.2x the typical Nebraska plan (state average ~552 per filing). Assets: $64M.
- $64M
- total plan assets (2022 EOY)
- 1,209
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $52,740
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Kyocera Industrial Tools, Inc. 401(k) Plan sits by total assets
Kyocera Industrial Tools, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$63,763,006 Top 10% higher than 90% 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
Participants vs Nebraska filers
In Nebraska, the average filing covers about 552 participants across 778 plans. Kyocera Industrial Tools, Inc. 401(k) Plan reports 1,209 participants - 2.2x that state average ($64M EOY assets).
Nebraska filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | -$9M |
| Employer EIN | 270815326 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southherncarlson, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,209 | $64M |
| 2023 | 1 | 1,393 | $80M |
| 2024 | 1 | 1,626 | $93M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Kyocera Industrial Tools, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
- Hdr, Inc. Best Plan and ESOP $5.0B · 9,716
- Union Pacific Corporation Thrift Plan $2.0B · 5,284
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.0B · 28,974
- Peter Kiewit Sons, Inc. Retirement Savings Plan $1.8B · 15,777
- First National of Nebraska, Inc. First Savings Plan $764M · 4,605
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kyocera Industrial Tools, Inc. 401(k) Plan by total assets, not by location.
- Highline Warren LLC 401(k)Plan (TN) $64M · 1,356
- Steelfab, Inc. Profit Sharing and 401(k) Plan (NC) $64M · 1,624
- Ring Retirement Plan (TN) $64M · 736
- Ufcw International Savings & Retirement Plan for U.S. Officers and Employees (DC) $64M · 254
Frequently Asked Questions
How did Kyocera Industrial Tools, Inc. 401(k) Plan assets move in 2022? ▼
How have Southherncarlson, Inc. plan assets changed over time? ▼
Where does Kyocera Industrial Tools, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Kyocera Industrial Tools, Inc. 401(k) Plan's numbers.
- By total assets, Kyocera Industrial Tools, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Nebraska. Compare plans
- Southherncarlson, Inc.'s sponsor-wide assets have grown 46.1% since 2022 across 3 plan years on file. More Retail Trade plans