Defined Benefit (Pension) · DOL Form 5500 · 2022

Kerr Group, Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
4
Participants Small participant base
68th
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
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Official DOL plan name: Kerr Group, Inc. Retirement Income Plan I · Sponsored by Kerr Group, Inc. · Indiana · Manufacturing

$12M in assets, 4 participants

Kerr Group, Inc.'s Kerr Group, Inc. Retirement Income Plan I reported $12M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #11,698 in Manufacturing (20,602 peers)

What the 2022 filing shows

Kerr Group, Inc. Retirement Income Plan I holds $12M for 4 participants - about $3.0M per participant, above the median plan by assets.

#11,698
in Manufacturing (20,602 peers)
-1.7%
assets change YoY

The plan reported a net loss of $211K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kerr Group, Inc. Retirement Income Plan I's outsized position by total assets

Kerr Group, Inc. Retirement Income Plan I vs every filed plan by assets

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

$11,998,641 Top 32% higher than 68% 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

Kerr Group, Inc. Retirement Income Plan I among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerr Group, Inc. Retirement Income Plan I is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 950898810 · Kerr Group, Inc. PY 2022 · Defined Benefit (Pension)

Kerr Group, Inc. Retirement Income Plan I · $12M · 4 · 68th

  • EOY $12M
  • EOY 4
  • EOY 68th
  • EOY Defined Benefit (Pension)
  • EOY near Holstein Association USA, Inc. Amended and Restated Pension Plan
  • EOY ind #11698

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 Manufacturing retirement plans → · Plans in Indiana →

Kerr Group, Inc. Retirement Income Plan I in the asset neighbourhood

Houston Area Teamsters Pension FundHouston Area Teamsters Pensi…$12MCohen & Company Cash Balance PlanCohen & Company Cash Balance…$12MKerr Group, Inc. Retirement Income Plan IKerr Group, Inc. Retirement …$12MHolstein Association USA, Inc. Amended and Restated Pension PlanHolstein Association USA, In…$12MRetirement Plan for Bargaining Employees of Hale MakuaRetirement Plan for Bargaini…$12M
End-of-year total assets ($M) among Kerr Group, Inc. Retirement Income Plan I and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$211K
Employer EIN950898810
Plan Effective Date1998-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Kerr Group, Inc.)

Sponsor-wide plan assets over time

All Kerr Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 4.55389072812496% vs 2022
2024 filing year
$11.2M$11.4M$11.6M$11.8M$12M$12.2M 202220232024 $12M $11.5M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 4 $12M
2023 1 N/A $12M
2024 1 N/A $11M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Kerr Group, Inc. Retirement Income Plan I vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Kerr Group, Inc. Retirement Income Plan I, Total assets ($B): 0.011998641 · Participants: 4Kerr Group, Inc. Retirement Income Plan IThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Kerr Group, Inc. Retirement Income Plan I vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Kerr Group, Inc. Retirement Income Plan I side-by-side with 3 peers →

Kerr Group, Inc. Retirement Income Plan I's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Holstein Association USA, Inc. Amended and Restated Pension Plan in VT ($12M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Kerr Group, Inc. Retirement Income Plan I assets move in 2022? ▼
Kerr Group, Inc. Retirement Income Plan I edged down modestly - down 1.7% during 2022, from $12M to $12M. Reported net income was -$211K.
How have Kerr Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerr Group, Inc.'s sponsor-wide assets declined 4.6%, from $12M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Kerr Group, Inc. Retirement Income Plan I? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Holstein Association USA, Inc. Amended and Restated Pension Plan in VT ($12M, 48 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kerr Group, Inc. Retirement Income Plan I? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valher Inc Defined Benefit Pension Plan in CA (4 participants, N/A 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 950898810.

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.