401(k) · DOL Form 5500 · 2023

Southerncarlson, Inc. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
1,393
Participants Near avg headcount
90th
Percentile by assets National rank
$57,155
Avg per participant Low balance/head
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Official DOL plan name: Kyocera Industrial Tools, Inc. 401(k) Plan · Sponsored by Southerncarlson, Inc. · Nebraska · Retail Trade

$80M in assets, 1,393 participants

Southerncarlson, Inc.'s Kyocera Industrial Tools, Inc. 401(k) Plan reported $80M in total assets and 1,393 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,937 in Retail Trade (8,414 peers)

Coverage in Nebraska

Kyocera Industrial Tools, Inc. 401(k) Plan covers 1,393 participants in Nebraska, 2.5x the typical Nebraska plan (state average ~552 per filing). Assets: $80M.

#7,937
in Retail Trade (8,414 peers)
+24.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Kyocera Industrial Tools, Inc. 401(k) Plan's outsized position by total assets

Kyocera Industrial Tools, Inc. 401(k) Plan vs every filed plan by assets

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

$79,617,016 Top 10% higher than 90% 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

Kyocera Industrial Tools, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kyocera Industrial Tools, Inc. 401(k) Plan lands in the large band (1,393 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kyocera Industrial Tools, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Kyocera Industrial Tools, Inc. 401(k) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Kyocera Industrial Tools, Inc. 401(k) Plan reported participants rose from 1,209 in the plan year 2022 filing to 1,393 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270815326 · Southerncarlson, Inc. PY 2023 · 401(k)

Kyocera Industrial Tools, Inc. 401(k) Plan · $80M · 1,393 · 90th

  • 5500 $80M
  • ASSETS 1,393
  • PCT 90th
  • EIN 401(k)
  • RANK near Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust
  • PHOTO ind #7937

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 Retail Trade retirement plans → · Plans in Nebraska →

Kyocera Industrial Tools, Inc. 401(k) Plan in the asset neighbourhood

Kyocera Industrial Tools, Inc. 401(k) PlanKyocera Industrial Tools, In…$80MPatterson & Dewar Engineers, Inc. Profit Sharing Plan & TrustPatterson & Dewar Engineers,…$80MOpen Pep 2$80MBerry Petroleum Company, LLC 401(k) PlanBerry Petroleum Company, LLC…$80MAts 401(k) Plan$80M
End-of-year total assets ($M) among Kyocera Industrial Tools, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$80M
Net Income$16M
Employer EIN270815326
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southerncarlson, Inc.)

Sponsor-wide plan assets over time

All Southerncarlson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$93M 46.059171049746304% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.8M $93.1M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 1,209 $64M
2023 1 1,393 $80M
2024 1 1,626 $93M

Nearby 401(k) Plans in Nebraska

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

Kyocera Industrial Tools, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -202468 Total assets ($B) Participants Kyocera Industrial Tools, Inc. 401(k) Plan, Total assets ($B): 0.079617016 · Participants: 1393Kyocera Industrial Tools, Inc. 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Kyocera Industrial Tools, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Kyocera Industrial Tools, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust in GA ($80M); by covered participants it is Cni Subsidiary 401(k) Plan in OK (1,393 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,393 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 Kyocera Industrial Tools, Inc. 401(k) Plan assets move in 2023? ▼
Kyocera Industrial Tools, Inc. 401(k) Plan grew sharply - up 24.9% during 2023, from $64M to $80M. Reported net income was $16M.
How have Southerncarlson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southerncarlson, Inc.'s sponsor-wide assets grew 46.1%, from $64M to $93M.
Where does Kyocera Industrial Tools, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kyocera Industrial Tools, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kyocera Industrial Tools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust in GA ($80M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Kyocera Industrial Tools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cni Subsidiary 401(k) Plan in OK (1,393 participants, $77M 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 270815326.

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.