401(k) · DOL Form 5500 · 2023

Kern Oil & Refining Co. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
166
Participants Small participant base
78th
Percentile by assets National rank
$167,014
Avg per participant Above avg balance/head
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Official DOL plan name: Kern Oil & Refining Co. Profit Sharing Plan · Sponsored by Kern Oil & Refining Co. · California · Manufacturing

$28M in assets, 166 participants

Kern Oil & Refining Co.'s Kern Oil & Refining Co. Profit Sharing Plan reported $28M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,023 in Manufacturing (18,722 peers)

Coverage in California

Kern Oil & Refining Co. Profit Sharing Plan covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $28M.

#13,023
in Manufacturing (18,722 peers)
+29.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kern Oil & Refining Co. Profit Sharing Plan's outsized position by total assets

Kern Oil & Refining Co. Profit Sharing Plan vs every filed plan by assets

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

$27,724,352 Top 22% higher than 78% 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 Co. Profit Sharing 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 Co. Profit Sharing Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kern Oil & Refining Co. Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Kern Oil & Refining Co. Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Kern Oil & Refining Co. Profit Sharing Plan reported participants rose from 163 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330011506 · Kern Oil & Refining Co. PY 2023 · 401(k)

Kern Oil & Refining Co. Profit Sharing Plan · $28M · 166 · 78th

  • IND $28M
  • EOY 166
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Nedelco, Inc. 401(k) Retirement Plan
  • EIN ind #13023

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 Co. Profit Sharing Plan in the asset neighbourhood

Nedelco, Inc. 401(k) Retirement PlanNedelco, Inc. 401(k) Retirem…$28MWegner Cpas, LLP Salary Savings PlanWegner Cpas, LLP Salary Savi…$28MKern Oil & Refining Co. Profit Sharing PlanKern Oil & Refining Co. Prof…$28MValley Medical Group, P.C. 401(k) PlanValley Medical Group, P.C. 4…$28MGonnella Retirement Savings PlanGonnella Retirement Savings …$28M
End-of-year total assets ($M) among Kern Oil & Refining Co. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN330011506
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kern Oil & Refining Co.)

Sponsor-wide plan assets over time

All Kern Oil & Refining Co. 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 401(k) Plans in California

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

Kern Oil & Refining Co. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kern Oil & Refining Co. Profit Sharing Plan, Total assets ($B): 0.027724352 · Participants: 166Kern Oil & Refining Co. Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Kern Oil & Refining Co. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kern Oil & Refining Co. Profit Sharing Plan side-by-side with 3 peers →

Kern Oil & Refining Co. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nedelco, Inc. 401(k) Retirement Plan in NE ($28M); by covered participants it is Lightways Hospice and Serious Illness Care 401(k) Plan in IL (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Co. Profit Sharing Plan assets move in 2023? ▼
Kern Oil & Refining Co. Profit Sharing Plan grew sharply - up 29.2% during 2023, from $21M to $28M. Reported net income was $6M.
How have Kern Oil & Refining Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern Oil & Refining Co.'s sponsor-wide assets grew 25.9%, from $34M to $42M.
Where does Kern Oil & Refining Co. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kern Oil & Refining Co. Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kern Oil & Refining Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nedelco, Inc. 401(k) Retirement Plan in NE ($28M, 441 participants).
Which 401(k) plans cover a similar participant headcount to Kern Oil & Refining Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightways Hospice and Serious Illness Care 401(k) Plan in IL (166 participants, $9M 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.