401(k) · DOL Form 5500 · 2023

Kern & Thompson, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
34th
Percentile by assets National rank
$138,935
Avg per participant Near avg balance/head
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Official DOL plan name: Kern & Thompson, LLC 401(k) Plan · Sponsored by Kern & Thompson, LLC · Oregon · Professional & Technical Services

$3M in assets, 19 participants

Kern & Thompson, LLC's Kern & Thompson, LLC 401(k) Plan reported $3M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,206 in Professional & Technical Services (20,321 peers)

Kern & Thompson, LLC multi-year trail

Kern & Thompson, LLC's plans moved +49.5% in assets from 2022 to 2024; this filing shows Kern & Thompson, LLC 401(k) Plan at $3M / 19 participants.

#6,206
in Professional & Technical Services (20,321 peers)
+41.3%
assets growth YoY

Kern & Thompson, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kern & Thompson, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,639,774 34th percentile higher than 34% of 127,068 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 2023

Kern & Thompson, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kern & Thompson, LLC 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kern & Thompson, LLC 401(k) Plan reported net income rose from -$275K in the plan year 2022 filing to $772K in the plan year 2023 filing.
  • Kern & Thompson, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 931157146 · Kern & Thompson, LLC PY 2023 · 401(k)

Kern & Thompson, LLC 401(k) Plan · $3M · 19 · 34th

  • VS-ST $3M
  • VS-ST 19
  • VS-ST 34th
  • VS-ST 401(k)
  • VS-ST near Vertical Solutions 401(k) Profit Sharing Plan
  • VS-ST ind #6206

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Kern & Thompson, LLC 401(k) Plan in the asset neighbourhood

Kern & Thompson, LLC 401(k) PlanKern & Thompson, LLC 401(k) …$3MVertical Solutions 401(k) Profit Sharing PlanVertical Solutions 401(k) Pr…$3MArbuckle Dental 401(k) Plan$3MThe Capital Group Master Retirement PlanThe Capital Group Master Ret…$3M101 Pipe & Casing, Inc. 401(k) Profit Sharing Plan101 Pipe & Casing, Inc. 401(…$3M
End-of-year total assets ($M) among Kern & Thompson, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kern & Thompson, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kern & Thompson, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.53703307151361% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.87M $2.79M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 19 $3M
2024 1 18 $3M

Kern & Thompson, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$772K
Employer EIN931157146
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Kern & Thompson, LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Kern & Thompson, LLC 401(k) Plan, Total assets ($B): 0.002639774 · Participants: 19Kern & Thompson, LLC 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Kern & Thompson, LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Kern & Thompson, LLC 401(k) Plan side-by-side with 3 peers →

Kern & Thompson, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Vertical Solutions 401(k) Profit Sharing Plan in MA ($3M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kern & Thompson, LLC 401(k) Plan assets move in 2023? ▼
Kern & Thompson, LLC 401(k) Plan surged - up 41.3% during 2023, from $2M to $3M. Reported net income was $772K.
How have Kern & Thompson, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern & Thompson, LLC's sponsor-wide assets grew 49.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Kern & Thompson, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vertical Solutions 401(k) Profit Sharing Plan in MA ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Kern & Thompson, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931157146.

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.