401(k) · DOL Form 5500 · 2023

Kern-Liebers USA Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
182
Participants Below avg headcount
58th
Percentile by assets National rank
$53,031
Avg per participant Low balance/head
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Official DOL plan name: Kern-Liebers 401(k) Plan · Sponsored by Kern-Liebers USA Inc. · Ohio · Manufacturing

$10M in assets, 182 participants

Kern-Liebers USA Inc.'s Kern-Liebers 401(k) Plan reported $10M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,200 in Manufacturing (18,722 peers)

Coverage in Ohio

Kern-Liebers 401(k) Plan covers 182 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#8,200
in Manufacturing (18,722 peers)
-11.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kern-Liebers 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Kern-Liebers 401(k) Plan vs every filed plan by assets

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

$9,651,576 Top 42% higher than 58% 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

Kern-Liebers 401(k) 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. Kern-Liebers 401(k) Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kern-Liebers 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Kern-Liebers 401(k) Plan reported participants fell from 207 in the plan year 2022 filing to 182 in the plan year 2023 filing.
  • Kern-Liebers 401(k) Plan end-of-year assets fell from $11M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341210887 · Kern-Liebers USA Inc. PY 2023 · 401(k)

Kern-Liebers 401(k) Plan · $10M · 182 · 58th

  • EOY $10M
  • 5500 182
  • ASSETS 58th
  • PCT 401(k)
  • EIN near Infirst Bank 401(k) Profit Sharing Plan
  • RANK ind #8200

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 Ohio →

Kern-Liebers 401(k) Plan in the asset neighbourhood

Kern-Liebers 401(k) Plan$10MInfirst Bank 401(k) Profit Sharing PlanInfirst Bank 401(k) Profit S…$10MCloverland Farms Dairy 401(k) Retirement Plan for Union EmployeesCloverland Farms Dairy 401(k…$10MBroad Reach of Chatham, Inc. 401(k) PlanBroad Reach of Chatham, Inc.…$10MCreighton Brothers - Crystal Lake - Eggspress 401(k) Profit Sharing Plan and TrustCreighton Brothers - Crystal…$10M
End-of-year total assets ($M) among Kern-Liebers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN341210887
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kern-Liebers USA Inc.)

Sponsor-wide plan assets over time

All Kern-Liebers USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 33.20891396980491% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $10.9M $7.26M ▼ -33.2%
Year Plans Participants Total Assets
2022 1 207 $11M
2023 1 182 $10M
2024 1 181 $7M

Nearby 401(k) Plans in Ohio

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

Kern-Liebers 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Kern-Liebers 401(k) Plan, Total assets ($B): 0.009651576 · Participants: 182Kern-Liebers 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Kern-Liebers 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kern-Liebers 401(k) Plan side-by-side with 3 peers →

Kern-Liebers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Infirst Bank 401(k) Profit Sharing Plan in PA ($10M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Kern-Liebers 401(k) Plan assets move in 2023? ▼
Kern-Liebers 401(k) Plan pulled back noticeably - down 11.2% during 2023, from $11M to $10M. Reported net income was -$1M.
How have Kern-Liebers USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern-Liebers USA Inc.'s sponsor-wide assets declined 33.2%, from $11M to $7M.
Which 401(k) plans are similar in size to Kern-Liebers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infirst Bank 401(k) Profit Sharing Plan in PA ($10M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Kern-Liebers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants, 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 341210887.

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.