401(k) · DOL Form 5500 · 2022
Southherncarlson, Inc. 401(k) Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 1,209
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $52,740
- Avg per participant Low balance/head
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.
- #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.
- #9,003
- in Retail Trade (9,519 peers)
- -12.3%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
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.
Kyocera Industrial Tools, Inc. 401(k) Plan's outsized position 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
Kyocera Industrial Tools, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kyocera Industrial Tools, Inc. 401(k) Plan lands in the large band (1,209 participants).
EBSA filing schedule strip
Filing strip 270815326 · Southherncarlson, Inc. PY 2022 · 401(k)
Kyocera Industrial Tools, Inc. 401(k) Plan · $64M · 1,209 · 90th
- PCT $64M
- PCT 1,209
- PCT 90th
- PCT 401(k)
- PCT near Highline Warren LLC 401(k)Plan
- PCT ind #9003
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 Nebraska →
Kyocera Industrial Tools, Inc. 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Southherncarlson, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 46.059171049746304% vs 2022
- 2024 filing year
| 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.
- 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
Kyocera Industrial Tools, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Highline Warren LLC 401(k)Plan in TN ($64M); by covered participants it is Dead River 401(k) Retirement Savings Plan in ME (1,209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,209 participants); asset peers above are excluded.
- Dead River 401(k) Retirement Savings Plan (ME) 1,209 · 0 off
- Carollo Engineers, Inc. 401(k) Profit Sharing Plan (AZ) 1,209 · 0 off
- Restaurant Technologies, Inc. & Subsidiaries 401(k) Plan (MN) 1,209 · 0 off
- California Water Service Company Savings Plan (CA) 1,209 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.