Profit Sharing · DOL Form 5500 · 2023

Kerr Oil, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
61
Participants Small participant base
51st
Percentile by assets National rank
$116,511
Avg per participant Below avg balance/head
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Official DOL plan name: Kerr Oil, Inc. Profit Sharing Plan · Sponsored by Kerr Oil, Inc. · Idaho · Wholesale Trade

$7M in assets, 61 participants

Kerr Oil, Inc.'s Kerr Oil, Inc. Profit Sharing Plan reported $7M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,613 in Wholesale Trade (6,309 peers)

Kerr Oil, Inc. multi-year trail

Kerr Oil, Inc.'s plans moved +25.3% in assets from 2022 to 2024; this filing shows Kerr Oil, Inc. Profit Sharing Plan at $7M / 61 participants.

#2,613
in Wholesale Trade (6,309 peers)
+13.8%
assets growth YoY

Kerr Oil, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Kerr Oil, Inc. Profit Sharing Plan vs every filed plan by assets

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

$7,107,154 Top 49% higher than 51% 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

Kerr Oil, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerr Oil, Inc. Profit Sharing Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kerr Oil, Inc. Profit Sharing Plan reported net income rose from $49K in the plan year 2022 filing to $863K in the plan year 2023 filing.
  • Kerr Oil, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Kerr Oil, Inc. Profit Sharing Plan reported participants rose from 58 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820310150 · Kerr Oil, Inc. PY 2023 · Profit Sharing

Kerr Oil, Inc. Profit Sharing Plan · $7M · 61 · 51st

  • IND $7M
  • EOY 61
  • 5500 51st
  • ASSETS Profit Sharing
  • PCT near Great Plains Federal Credit Union Profit Sharing Plan
  • EIN ind #2613

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 Wholesale Trade retirement plans → · Plans in Idaho →

Kerr Oil, Inc. Profit Sharing Plan in the asset neighbourhood

Kerr Oil, Inc. Profit Sharing PlanKerr Oil, Inc. Profit Sharin…$7MGreat Plains Federal Credit Union Profit Sharing PlanGreat Plains Federal Credit …$7MScotty's Contracting & Stone, LLC Retirement Savings Prevailing Wage PlanScotty's Contracting & Stone…$7MEncompass Community Services 403(b) PlanEncompass Community Services…$7MLasting Change, Inc. 403(b) PlanLasting Change, Inc. 403(b) …$7M
End-of-year total assets ($M) among Kerr Oil, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kerr Oil, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kerr Oil, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 25.31228940483725% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.24M $7.82M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 58 $6M
2023 1 61 $7M
2024 1 77 $8M

Kerr Oil, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$863K
Employer EIN820310150
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Idaho

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kerr Oil, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Kerr Oil, Inc. Profit Sharing Plan, Total assets ($M): 7.107154 · Participants: 61Kerr Oil, Inc. Profit Sharing PlanSt. Luke's Health System Performance Incentive and 401(a) Matching Plan, Total assets ($M): 671.847604 · Participants: 16714St. Luke's Health System Performance Incentive and 401(a) Matching PlanDykman Electrical, Inc. Profit Sharing Plan, Total assets ($M): 24.164426 · Participants: 87Dykman Electrical, Inc. Profit Sharing PlanP1fcu 401(k) Plan and Trust, Total assets ($M): 23.72147 · Participants: 379P1fcu 401(k) Plan and TrustThe Bank of Commerce Profit Sharing Plan, Total assets ($M): 22.002203 · Participants: 144The Bank of Commerce Profit Sharing PlanSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan, Total assets ($M): 18.657931 · Participants: 419St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan
Kerr Oil, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants
Compare Kerr Oil, Inc. Profit Sharing Plan side-by-side with 3 peers →

Kerr Oil, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Idaho, the nearest Profit Sharing by assets is Great Plains Federal Credit Union Profit Sharing Plan in MO ($7M); by covered participants it is Employer Advantage Profit Sharing and Ownership Plan in MO (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Kerr Oil, Inc. Profit Sharing Plan assets move in 2023? ▼
Kerr Oil, Inc. Profit Sharing Plan grew at a solid clip - up 13.8% during 2023, from $6M to $7M. Reported net income was $863K.
How have Kerr Oil, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerr Oil, Inc.'s sponsor-wide assets grew 25.3%, from $6M to $8M.
Which Profit Sharing plans are similar in size to Kerr Oil, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Great Plains Federal Credit Union Profit Sharing Plan in MO ($7M, 60 participants).
Which Profit Sharing plans cover a similar participant headcount to Kerr Oil, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Employer Advantage Profit Sharing and Ownership Plan in MO (61 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 820310150.

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.