Other · DOL Form 5500 · 2022
Kern Regional Center Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 230
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $23,888
- Avg per participant Low balance/head
Official DOL plan name: Kern Regional Center 403(b) Plan · Sponsored by Kern Regional Center · California · Healthcare & Social Assistance
$5M in assets, 230 participants
Kern Regional Center's Kern Regional Center 403(b) Plan reported $5M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #11,699 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Kern Regional Center 403(b) Plan covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $5M.
- #11,699
- in Healthcare & Social Assistance (20,060 peers)
- +16.2%
- assets growth YoY
Kern Regional Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Kern Regional Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,494,239 Top 48% higher than 52% 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
Kern Regional Center 403(b) 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 Regional Center 403(b) Plan sits mid-pack in the medium band (230 participants).
Form 5500 schedule snapshot
Filing strip 237115846 · Kern Regional Center PY 2022 · Other
Kern Regional Center 403(b) Plan · $5M · 230 · 52nd
- 5500 $5M
- 5500 230
- 5500 52nd
- 5500 Other
- 5500 near Inccrra Tsa Plan
- 5500 ind #11699
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 California →
Kern Regional Center 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $764K |
| Employer EIN | 237115846 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kern Regional Center)
Sponsor-wide plan assets over time
All Kern Regional Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 16.109108698155953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 623 | $57M |
| 2023 | 2 | 391 | $64M |
| 2024 | 2 | 432 | $66M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Kern Regional Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Inccrra Tsa Plan in IL ($5M); by covered participants it is Easter Seals Southern Georgia 403b) Retirement in GA (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Inccrra Tsa Plan (IL) $5M · 121
- Fall River Health Services 403(b) Plan (SD) $5M · 236
- North Country School DC Plan (NY) $5M · 43
- Friends of the High Line 403(b) Plan (NY) $6M · 102
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Easter Seals Southern Georgia 403b) Retirement (GA) 230 · 0 off
- Suffield Academy 403(b) Retirement Plan (CT) 230 · 0 off
- Ardmore Enterprises, Inc. 403(b) Pension Plan (MD) 230 · 0 off
- Ravenscroft School Retirement Plan (NC) 230 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.