401(k) · DOL Form 5500 · 2022

Albertina Kerr Centers 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
523
Participants Below avg headcount
65th
Percentile by assets National rank
$18,985
Avg per participant Low balance/head
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Official DOL plan name: Albertina Kerr Centers 401(k) Retirement Savings Plan · Sponsored by Albertina Kerr Centers · Oregon · Healthcare & Social Assistance

$10M in assets, 523 participants

Albertina Kerr Centers's Albertina Kerr Centers 401(k) Retirement Savings Plan reported $10M in total assets and 523 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,071 in Healthcare & Social Assistance (20,060 peers)

Albertina Kerr Centers multi-year trail

Albertina Kerr Centers's plans moved -37.6% in assets from 2022 to 2024; this filing shows Albertina Kerr Centers 401(k) Retirement Savings Plan at $10M / 523 participants.

#14,071
in Healthcare & Social Assistance (20,060 peers)
-4.8%
assets change YoY

The plan reported a net loss of $505K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Albertina Kerr Centers 401(k) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Albertina Kerr Centers 401(k) Retirement Savings Plan vs every filed plan by assets

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

$9,929,389 Top 35% higher than 65% 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

Albertina Kerr Centers 401(k) Retirement Savings 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. Albertina Kerr Centers 401(k) Retirement Savings Plan sits mid-pack in the medium band (523 participants).

DOL schedule card

Filing strip 930386780 · Albertina Kerr Centers PY 2022 · 401(k)

Albertina Kerr Centers 401(k) Retirement Savings Plan · $10M · 523 · 65th

  • VS-ST $10M
  • VS-ST 523
  • VS-ST 65th
  • VS-ST 401(k)
  • VS-ST near R.a Jones & Co. Savings and Investment Bargaining Plan
  • VS-ST ind #14071

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Albertina Kerr Centers 401(k) Retirement Savings Plan in the asset neighbourhood

Albertina Kerr Centers 401(k) Retirement Savings PlanAlbertina Kerr Centers 401(k…$10MR.a Jones & Co. Savings and Investment Bargaining PlanR.a Jones & Co. Savings and …$10MDelta Health Alliance, Inc. Retirement PlanDelta Health Alliance, Inc. …$10MMontage Medical Group 401(k) Profit Sharing Plan & TrustMontage Medical Group 401(k)…$10MDyco, Inc. Salary Savings PlanDyco, Inc. Salary Savings Pl…$10M
End-of-year total assets ($M) among Albertina Kerr Centers 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Albertina Kerr Centers multi-year asset trail

Sponsor-wide plan assets over time

All Albertina Kerr Centers plans reported in each filing year

Latest sponsor-wide plan assets
$13M 37.6266771676171% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $20.4M $12.7M ▼ -37.6%
Year Plans Participants Total Assets
2022 2 1,074 $20M
2023 1 484 $11M
2024 1 466 $13M

Albertina Kerr Centers filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$505K
Employer EIN930386780
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Albertina Kerr Centers 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Albertina Kerr Centers 401(k) Retirement Savings Plan, Total assets ($B): 0.009929389 · Participants: 523Albertina Kerr Centers 401(k) Retirement Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Albertina Kerr Centers 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Albertina Kerr Centers 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is R.a Jones & Co. Savings and Investment Bargaining Plan in VA ($10M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (523 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 Albertina Kerr Centers 401(k) Retirement Savings Plan assets move in 2022?
Albertina Kerr Centers 401(k) Retirement Savings Plan edged down modestly - down 4.8% during 2022, from $10M to $10M. Reported net income was -$505K.
How have Albertina Kerr Centers plan assets changed over time?
Across 3 plan years on file (2022-2024), Albertina Kerr Centers's sponsor-wide assets declined 37.6%, from $20M to $13M.
Which 401(k) plans are similar in size to Albertina Kerr Centers 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is R.a Jones & Co. Savings and Investment Bargaining Plan in VA ($10M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Albertina Kerr Centers 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (523 participants, $651K in assets).