401(k) · DOL Form 5500 · 2023
Kerry Inc. 401(k) Plan
Data updated 2026-08-11
- $545M
- Total assets
- 6,150
- Participants
- 98th
- Percentile by assets
- $88,569
- Avg per participant
Official DOL plan name: Kerry Inc. Savings Plan · Sponsored by Kerry Inc. · Wisconsin · Manufacturing
$545M in assets, 6,150 participants
Kerry Inc.'s Kerry Inc. Savings Plan reported $545M in total assets and 6,150 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,989 in Manufacturing (18,722 peers)
Coverage in Wisconsin
Kerry Inc. Savings Plan covers 6,150 participants in Wisconsin, 11x the typical Wisconsin plan (state average ~563 per filing). Assets: $545M.
- $545M
- total plan assets (2023 EOY)
- 6,150
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $88,569
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kerry Inc. Savings Plan reported net income rose from -$107M in the plan year 2022 filing to $68M in the plan year 2023 filing.
- Kerry Inc. Savings Plan end-of-year assets rose from $478M in the plan year 2022 filing to $545M in the plan year 2023 filing.
- Kerry Inc. Savings Plan reported participants rose from 5,817 in the plan year 2022 filing to 6,150 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Kerry Inc. Savings Plan reports 6,150 participants - 11x that state average ($545M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $478M |
|---|---|
| Net Assets (End of Year) | $545M |
| Net Income | $68M |
| Employer EIN | 510274193 |
| Plan Effective Date | 1988-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kerry Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,124 | $548M |
| 2023 | 2 | 6,426 | $617M |
| 2024 | 2 | 5,362 | $672M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Kerry Inc. Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Scale composition for Kerry Inc. Savings Plan
Kerry Inc. Savings Plan reports $545M in end-of-year assets across 6,150 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $88,569 per participant (64% of the national average assets-per-participant) . Net income for plan year 2023 was $68M.
This plan identity (EIN 510274193, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $478M to $604M (+26.4%) while covered participants moved from 5,817 to 5,153 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,817 | $478M | Open filing |
| 2023 | 6,150 | $545M | This page |
| 2024 · index core | 5,153 | $604M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Kerry Inc. Savings Plan (401(k), $604M, 5,153 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kerry Inc. Savings Plan by total assets, not by location.
- Albert Einstein College of Medicine 403(b) Retirement Income Plan (NY) $545M · 1,888
- The Quikrete Companies Profit Sharing and Tax (GA) $545M · 12,116
- US Lbm Holdings, LLC 401(k) Plan (GA) $544M · 13,346
- New York Community Bancorp, Inc. Employee Savings Plan (NY) $545M · 2,613
Frequently Asked Questions
How did Kerry Inc. Savings Plan assets move in 2023? ▼
How have Kerry Inc. plan assets changed over time? ▼
Where does Kerry Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kerry Inc. Savings Plan? ▼
Next read for Kerry Inc. Savings Plan
Filing takeaways
Ways to act on Kerry Inc. Savings Plan's numbers.
- By total assets, Kerry Inc. Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Kerry Inc.'s sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Manufacturing plans