401(k) · DOL Form 5500 · 2023

Kern, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
147
Participants Small participant base
60th
Percentile by assets National rank
$72,464
Avg per participant Below avg balance/head
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Official DOL plan name: Kern, Inc. 401(k) Plan · Sponsored by Kern, Inc. · Ohio · Professional & Technical Services

$11M in assets, 147 participants

Kern, Inc.'s Kern, Inc. 401(k) Plan reported $11M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,943 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Kern, Inc. 401(k) Plan covers 147 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#11,943
in Professional & Technical Services (20,321 peers)
+20.8%
assets growth YoY

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

Kern, Inc. 401(k) Plan vs every filed plan by assets

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

$10,652,215 Top 40% higher than 60% 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, Inc. 401(k) 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, Inc. 401(k) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kern, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kern, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Kern, Inc. 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 223538481 · Kern, Inc. PY 2023 · 401(k)

Kern, Inc. 401(k) Plan · $11M · 147 · 60th

  • PHOTO $11M
  • IND 147
  • EOY 60th
  • 5500 401(k)
  • ASSETS near Well Health 401(k) Plan
  • PCT ind #11943

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 Ohio →

Kern, Inc. 401(k) Plan in the asset neighbourhood

Kern, Inc. 401(k) Plan$11MWell Health 401(k) Plan$11MHealthmap Solutions, Inc. 401(k) PlanHealthmap Solutions, Inc. 40…$11MRecharge Inc. 401(k) Plan$11MCaf USA, Inc. 401(k) Profit Sharing PlanCaf USA, Inc. 401(k) Profit …$11M
End-of-year total assets ($M) among Kern, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN223538481
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kern, Inc.)

Sponsor-wide plan assets over time

All Kern, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.72658387908395% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.82M $12.4M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 144 $9M
2023 1 147 $11M
2024 1 144 $12M

Nearby 401(k) Plans in Ohio

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

Kern, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Kern, Inc. 401(k) Plan, Total assets ($B): 0.010652215 · Participants: 147Kern, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Kern, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kern, Inc. 401(k) Plan side-by-side with 3 peers →

Kern, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Well Health 401(k) Plan in CA ($11M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

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, Inc. 401(k) Plan assets move in 2023? ▼
Kern, Inc. 401(k) Plan grew sharply - up 20.8% during 2023, from $9M to $11M. Reported net income was $2M.
How have Kern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern, Inc.'s sponsor-wide assets grew 40.7%, from $9M to $12M.
Which 401(k) plans are similar in size to Kern, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Well Health 401(k) Plan in CA ($11M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Kern, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 223538481.

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.