Defined Benefit (Pension) · DOL Form 5500 · 2022

Kern Regional Center Pension Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
95
Participants Small participant base
87th
Percentile by assets National rank
$474,017
Avg per participant High balance/head
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Official DOL plan name: Kern Regional Center Defined Benefit Retirement Plan · Sponsored by Kern Regional Center · California · Healthcare & Social Assistance

$45M in assets, 95 participants

Kern Regional Center's Kern Regional Center Defined Benefit Retirement Plan reported $45M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,868 in Healthcare & Social Assistance (20,060 peers)

Where Kern Regional Center Defined Benefit Retirement Plan sits by assets

Kern Regional Center Defined Benefit Retirement Plan sits in the top quartile of all filed plans by assets, $45M for 95 participants (~$474,017/participant), up 9.5% in 2022.

#17,868
in Healthcare & Social Assistance (20,060 peers)
+9.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Kern Regional Center Defined Benefit Retirement Plan's outsized position by total assets

Kern Regional Center Defined Benefit Retirement Plan vs every filed plan by assets

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

$45,031,584 Top 13% higher than 87% 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 Regional Center Defined Benefit Retirement Plan among smaller 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 Defined Benefit Retirement Plan is a small filing (95 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 237115846 · Kern Regional Center PY 2022 · Defined Benefit (Pension)

Kern Regional Center Defined Benefit Retirement Plan · $45M · 95 · 87th

  • EBSA $45M
  • PART 95
  • TYPE 87th
  • NET Defined Benefit (Pension)
  • BOOK near Flexi-Van Pension Plan
  • VS-ST ind #17868

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 Defined Benefit Retirement Plan in the asset neighbourhood

Symrise Inc. Retirement Plan$45MKern Regional Center Defined Benefit Retirement PlanKern Regional Center Defined…$45MFlexi-Van Pension Plan$45MJefferies Employees' Pension PlanJefferies Employees' Pension…$45MF. Schumacher & Co. Retirement Plan for Salaried EmployeesF. Schumacher & Co. Retireme…$45M
End-of-year total assets ($M) among Kern Regional Center Defined Benefit Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$45M
Net Income$4M
Employer EIN237115846
Plan Effective Date2002-07-01
Filing StatusFILING 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
$55M$60M$65M$70M 202220232024 $56.9M $66.1M ▲ +16.1%
Year Plans Participants Total Assets
2022 3 623 $57M
2023 2 391 $64M
2024 2 432 $66M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kern Regional Center Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kern Regional Center Defined Benefit Retirement Plan, Total assets ($B): 0.045031584 · Participants: 95Kern Regional Center Defined Benefit Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Kern Regional Center Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Kern Regional Center Defined Benefit Retirement Plan side-by-side with 3 peers →

Kern Regional Center Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Flexi-Van Pension Plan in AZ ($45M); by covered participants it is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Regional Center Defined Benefit Retirement Plan assets move in 2022? ▼
Kern Regional Center Defined Benefit Retirement Plan grew at a solid clip - up 9.5% during 2022, from $41M to $45M. Reported net income was $4M.
How have Kern Regional Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern Regional Center's sponsor-wide assets grew 16.1%, from $57M to $66M.
Where does Kern Regional Center Defined Benefit Retirement Plan rank by assets among Form 5500 filers? ▼
Kern Regional Center Defined Benefit Retirement Plan ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Kern Regional Center Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Flexi-Van Pension Plan in AZ ($45M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kern Regional Center Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants, $3M 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 237115846.

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.