401(k) · DOL Form 5500 · 2023

Albertina Kerr Centers 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
484
Participants Below avg headcount
62nd
Percentile by assets National rank
$23,654
Avg per participant Low balance/head
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Official DOL plan name: Albertina Kerr Centers 401(k) Retirement Savings Plan · Sponsored by Albertina Kerr Centers · Oregon · Healthcare & Social Assistance

$11M in assets, 484 participants

Albertina Kerr Centers's Albertina Kerr Centers 401(k) Retirement Savings Plan reported $11M in total assets and 484 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,846 in Healthcare & Social Assistance (17,684 peers)

Albertina Kerr Centers multi-year trail

Albertina Kerr Centers's plans moved -37.6% in assets from 2022 to 2024; this filing shows Albertina Kerr Centers 401(k) Retirement Savings Plan at $11M / 484 participants.

#11,846
in Healthcare & Social Assistance (17,684 peers)
+15.3%
assets growth YoY

Albertina Kerr Centers 401(k) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Albertina Kerr Centers 401(k) Retirement Savings Plan vs every filed plan by assets

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

$11,448,528 Top 38% higher than 62% 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

Albertina Kerr Centers 401(k) Retirement Savings 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. Albertina Kerr Centers 401(k) Retirement Savings Plan sits mid-pack in the medium band (484 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Albertina Kerr Centers 401(k) Retirement Savings Plan reported net income rose from -$505K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Albertina Kerr Centers 401(k) Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Albertina Kerr Centers 401(k) Retirement Savings Plan reported participants fell from 523 in the plan year 2022 filing to 484 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930386780 · Albertina Kerr Centers PY 2023 · 401(k)

Albertina Kerr Centers 401(k) Retirement Savings Plan · $11M · 484 · 62nd

  • IND $11M
  • EOY 484
  • 5500 62nd
  • ASSETS 401(k)
  • PCT near Singerman, Mills, Desberg, & Kauntz Co., L.P.a. Savings Plan
  • EIN ind #11846

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Albertina Kerr Centers 401(k) Retirement Savings Plan in the asset neighbourhood

Albertina Kerr Centers 401(k) Retirement Savings PlanAlbertina Kerr Centers 401(k…$11MSingerman, Mills, Desberg, & Kauntz Co., L.P.a. Savings PlanSingerman, Mills, Desberg, &…$11MCenvill Recreation, Inc. 401(k) Profit Sharing Plan & TrustCenvill Recreation, Inc. 401…$11MLowe Electric 401(k) Profit Sharing PlanLowe Electric 401(k) Profit …$11MSol Systems 401(k) Plan$11M
End-of-year total assets ($M) among Albertina Kerr Centers 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Albertina Kerr Centers multi-year asset trail

Sponsor-wide plan assets over time

All Albertina Kerr Centers plans reported in each filing year

Latest sponsor-wide plan assets
$13M 37.6266771676171% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $20.4M $12.7M ▼ -37.6%
Year Plans Participants Total Assets
2022 2 1,074 $20M
2023 1 484 $11M
2024 1 466 $13M

Albertina Kerr Centers filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN930386780
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Albertina Kerr Centers 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Albertina Kerr Centers 401(k) Retirement Savings Plan, Total assets ($B): 0.011448528 · Participants: 484Albertina Kerr Centers 401(k) Retirement Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Albertina Kerr Centers 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Albertina Kerr Centers 401(k) Retirement Savings Plan side-by-side with 3 peers →

Albertina Kerr Centers 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Singerman, Mills, Desberg, & Kauntz Co., L.P.a. Savings Plan in OH ($11M); by covered participants it is Verizon Savings and Security Plan for West Region Hourly Employees in NJ (484 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (484 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 Albertina Kerr Centers 401(k) Retirement Savings Plan assets move in 2023? ▼
Albertina Kerr Centers 401(k) Retirement Savings Plan grew sharply - up 15.3% during 2023, from $10M to $11M. Reported net income was $2M.
How have Albertina Kerr Centers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albertina Kerr Centers's sponsor-wide assets declined 37.6%, from $20M to $13M.
Which 401(k) plans are similar in size to Albertina Kerr Centers 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Singerman, Mills, Desberg, & Kauntz Co., L.P.a. Savings Plan in OH ($11M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Albertina Kerr Centers 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verizon Savings and Security Plan for West Region Hourly Employees in NJ (484 participants, $301M 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 930386780.

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.