Defined Benefit (Pension) · DOL Form 5500 · 2023

Kerns and Associates, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Kerns and Associates, Inc. Defined Benefit Pension Plan · Sponsored by Kerns and Associates, Inc. · California · Professional & Technical Services

$1M in assets, 1 participants

Kerns and Associates, Inc.'s Kerns and Associates, Inc. Defined Benefit Pension Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,922 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Kerns and Associates, Inc. Defined Benefit Pension Plan holds $1M for 1 participant - about $1.0M per participant, among the smaller plans by assets on file.

#3,922
in Professional & Technical Services (20,321 peers)
+0.0%
assets growth YoY

Kerns and Associates, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Kerns and Associates, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,048,400 24th percentile higher than 24% 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

Kerns and Associates, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerns and Associates, Inc. Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 953774572 · Kerns and Associates, Inc. PY 2023 · Defined Benefit (Pension)

Kerns and Associates, Inc. Defined Benefit Pension Plan · $1M · 1 · 24th

  • EBSA $1M
  • PART 1
  • TYPE 24th
  • NET Defined Benefit (Pension)
  • BOOK near Mount Vernon Bank and Trust Company Retirement Plan
  • VS-ST ind #3922

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 California →

Kerns and Associates, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Eminutes a Law Corporation Defined Benefit Pension PlanEminutes a Law Corporation D…$1MKerns and Associates, Inc. Defined Benefit Pension PlanKerns and Associates, Inc. D…$1MMount Vernon Bank and Trust Company Retirement PlanMount Vernon Bank and Trust …$1MMondani Handbags & Accessories, Inc Defined Benefit PlanMondani Handbags & Accessori…$1MGehl Company Retirement Income Plan BGehl Company Retirement Inco…$1M
End-of-year total assets ($M) among Kerns and Associates, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Employer EIN953774572
Plan Effective Date1999-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kerns and Associates, Inc.)

Sponsor-wide plan assets over time

All Kerns and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0% vs 2022
2023 filing year
$1.05M 20222023 $1.05M $1.05M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M

Nearby Defined Benefit (Pension) Plans in California

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

Kerns and Associates, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kerns and Associates, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.0010484 · Participants: 1Kerns and Associates, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Kerns and Associates, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Kerns and Associates, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Kerns and Associates, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Mount Vernon Bank and Trust Company Retirement Plan in IA ($1M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Kerns and Associates, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Kerns and Associates, Inc. Defined Benefit Pension Plan held essentially flat - up 0.0% during 2023, from $1M to $1M.
How have Kerns and Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Kerns and Associates, Inc.'s sponsor-wide assets grew 0.0%, from $1M to $1M.
Where does Kerns and Associates, Inc. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Kerns and Associates, Inc. Defined Benefit Pension Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Kerns and Associates, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mount Vernon Bank and Trust Company Retirement Plan in IA ($1M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kerns and Associates, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant, N/A 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 953774572.

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.