Money Purchase · DOL Form 5500 · 2023

Kern Oil & Refining Company Money Purchase Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
167
Participants Small participant base
67th
Percentile by assets National rank
$89,307
Avg per participant Below avg balance/head
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Official DOL plan name: Kern Oil & Refining Company Pension Plan · Sponsored by Kern Oil & Refining Company · California · Manufacturing

$15M in assets, 167 participants

Kern Oil & Refining Company's Kern Oil & Refining Company Pension Plan reported $15M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,389 in Manufacturing (18,722 peers)

Coverage in California

Kern Oil & Refining Company Pension Plan covers 167 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $15M.

#10,389
in Manufacturing (18,722 peers)
+23.3%
assets growth YoY

Kern Oil & Refining Company Pension Plan's outsized position by total assets

Kern Oil & Refining Company Pension Plan vs every filed plan by assets

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

$14,914,343 Top 33% higher than 67% 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 Oil & Refining Company Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kern Oil & Refining Company Pension Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kern Oil & Refining Company Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kern Oil & Refining Company Pension Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330011506 · Kern Oil & Refining Company PY 2023 · Money Purchase

Kern Oil & Refining Company Pension Plan · $15M · 167 · 67th

  • ASSETS $15M
  • PCT 167
  • EIN 67th
  • RANK Money Purchase
  • PHOTO near N.T.E.U. Money Purchase Plan
  • IND ind #10389

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 California →

Kern Oil & Refining Company Pension Plan in the asset neighbourhood

Kern Oil & Refining Company Pension PlanKern Oil & Refining Company …$15MN.T.E.U. Money Purchase Plan$15MPba Employees and Fund Office Staff Pension PlanPba Employees and Fund Offic…$15MThe Crosby Group Hourly Employees Pension Plus PlanThe Crosby Group Hourly Empl…$15MComposition Roofers Industry Local No. 10 Pension PlanComposition Roofers Industry…$15M
End-of-year total assets ($M) among Kern Oil & Refining Company Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN330011506
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kern Oil & Refining Company)

Sponsor-wide plan assets over time

All Kern Oil & Refining Company plans reported in each filing year

Latest sponsor-wide plan assets
$42M 25.929510998107837% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.6M $42.3M ▲ +25.9%
Year Plans Participants Total Assets
2022 2 331 $34M
2023 2 333 $43M
2024 2 371 $42M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Kern Oil & Refining Company Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Kern Oil & Refining Company Pension Plan, Total assets ($B): 0.014914343 · Participants: 167Kern Oil & Refining Company Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Kern Oil & Refining Company Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Kern Oil & Refining Company Pension Plan side-by-side with 3 peers →

Kern Oil & Refining Company Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is N.T.E.U. Money Purchase Plan in DC ($15M); by covered participants it is West Virginia University Medical Corp. Charleston Division Retirement Plan in WV (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Oil & Refining Company Pension Plan assets move in 2023? ▼
Kern Oil & Refining Company Pension Plan grew sharply - up 23.3% during 2023, from $12M to $15M. Reported net income was $3M.
How have Kern Oil & Refining Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern Oil & Refining Company's sponsor-wide assets grew 25.9%, from $34M to $42M.
Which Money Purchase plans are similar in size to Kern Oil & Refining Company Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is N.T.E.U. Money Purchase Plan in DC ($15M, 126 participants).
Which Money Purchase plans cover a similar participant headcount to Kern Oil & Refining Company Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is West Virginia University Medical Corp. Charleston Division Retirement Plan in WV (167 participants, $58M 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 330011506.

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.