401(k) · DOL Form 5500 · 2023
Kerry Inc. 401(k) Plan
Data updated 2026-08-25
- $545M
- Total assets Above avg plan size
- 6,150
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $88,569
- Avg per participant Below avg balance/head
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.
- #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.
- #17,989
- in Manufacturing (18,722 peers)
- +13.9%
- assets growth YoY
- 5.5×
- vs typical plan assets (national mean)
Kerry Inc. Savings Plan's outsized position by total assets
Kerry Inc. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$544,699,161 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kerry Inc. Savings 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. Kerry Inc. Savings Plan lands in the large band (6,150 participants).
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.
Plan-year Form 5500 strip
Filing strip 510274193 · Kerry Inc. PY 2023 · 401(k)
Kerry Inc. Savings Plan · $545M · 6,150 · 98th
- RANK $545M
- RANK 6,150
- RANK 98th
- RANK 401(k)
- RANK near Albert Einstein College of Medicine 403(b) Retirement Income Plan
- RANK ind #17989
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 Wisconsin →
Kerry Inc. Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Kerry Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $672M 22.744793237808008% vs 2022
- 2024 filing year
| 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.
- 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)
Kerry Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Albert Einstein College of Medicine 403(b) Retirement Income Plan in NY ($545M); by covered participants it is At Home 401(k) Savings Plan in TX (6,148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($545M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,150 participants); asset peers above are excluded.
- At Home 401(k) Savings Plan (TX) 6,148 · 2 off
- Hub Group Employee Profit Sharing and Trust Plan (IL) 6,154 · 4 off
- Spring Education Group 401(k) Retirement Plan (PA) 6,155 · 5 off
- Transform 401(k) Savings Plan (IL) 6,155 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.