Defined Benefit (Pension) · DOL Form 5500 · 2023

Kerry Inc. Pension Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
276
Participants Below avg headcount
89th
Percentile by assets National rank
$262,688
Avg per participant High balance/head
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Official DOL plan name: Kerry Inc. Employees Retirement Plan · Sponsored by Kerry Inc. · Wisconsin · Manufacturing

$73M in assets, 276 participants

Kerry Inc.'s Kerry Inc. Employees Retirement Plan reported $73M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,640 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Kerry Inc. Employees Retirement Plan covers 276 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $73M.

#15,640
in Manufacturing (18,722 peers)
+4.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Kerry Inc. Employees Retirement Plan's outsized position by total assets

Kerry Inc. Employees Retirement Plan vs every filed plan by assets

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

$72,501,787 Top 11% higher than 89% 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

Kerry Inc. Employees Retirement 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. Kerry Inc. Employees Retirement Plan sits mid-pack in the medium band (276 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kerry Inc. Employees Retirement Plan reported net income rose from -$30M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kerry Inc. Employees Retirement Plan reported participants fell from 307 in the plan year 2022 filing to 276 in the plan year 2023 filing.
  • Kerry Inc. Employees Retirement Plan end-of-year assets rose from $69M in the plan year 2022 filing to $73M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510274193 · Kerry Inc. PY 2023 · Defined Benefit (Pension)

Kerry Inc. Employees Retirement Plan · $73M · 276 · 89th

  • 5500 $73M
  • 5500 276
  • 5500 89th
  • 5500 Defined Benefit (Pension)
  • 5500 near Nationwide Children's Hospital Pension Plan
  • 5500 ind #15640

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. Employees Retirement Plan in the asset neighbourhood

Vinson & Elkins LLP Variable Annuity Plan aVinson & Elkins LLP Variable…$73MVinson & Elkins LLP Variable Annuity Plan BVinson & Elkins LLP Variable…$73MKerry Inc. Employees Retirement PlanKerry Inc. Employees Retirem…$73MNationwide Children's Hospital Pension PlanNationwide Children's Hospit…$72MStar One Credit Union Retirement PlanStar One Credit Union Retire…$72M
End-of-year total assets ($M) among Kerry Inc. Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$72M
Net Income$3M
Employer EIN510274193
Plan Effective Date1985-11-10
Filing StatusFILING 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
$500M$550M$600M$650M$700M 202220232024 $548M $672M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 6,124 $548M
2023 2 6,426 $617M
2024 2 5,362 $672M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kerry Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Kerry Inc. Employees Retirement Plan, Total assets ($B): 0.072501787 · Participants: 276Kerry Inc. Employees Retirement PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Kerry Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Kerry Inc. Employees Retirement Plan side-by-side with 3 peers →

Kerry Inc. Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Nationwide Children's Hospital Pension Plan in OH ($72M); by covered participants it is Defined Benefit Retirement Plan for Dartmouth College Staff in NH (276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Kerry Inc. Employees Retirement Plan assets move in 2023? ▼
Kerry Inc. Employees Retirement Plan edged up modestly - up 4.4% during 2023, from $69M to $73M. Reported net income was $3M.
How have Kerry Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerry Inc.'s sponsor-wide assets grew 22.7%, from $548M to $672M.
Where does Kerry Inc. Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Kerry Inc. Employees Retirement Plan ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to Kerry Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nationwide Children's Hospital Pension Plan in OH ($72M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kerry Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Retirement Plan for Dartmouth College Staff in NH (276 participants, $106M 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 510274193.

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.