Defined Benefit (Pension) · DOL Form 5500 · 2023

Kern Regional Center Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
92
Participants Small participant base
86th
Percentile by assets National rank
$600,131
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kern Regional Center Defined Benefit Retirement Plan · Sponsored by Kern Regional Center · California · Healthcare & Social Assistance

$55M in assets, 92 participants

Kern Regional Center's Kern Regional Center Defined Benefit Retirement Plan reported $55M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,668 in Healthcare & Social Assistance (17,684 peers)

Where Kern Regional Center Defined Benefit Retirement Plan sits by assets

Kern Regional Center Defined Benefit Retirement Plan sits in the top quartile of all filed plans by assets, $55M for 92 participants (~$600,131/participant), up 22.6% in 2023.

#15,668
in Healthcare & Social Assistance (17,684 peers)
+22.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Kern Regional Center Defined Benefit Retirement Plan's outsized position by total assets

Kern Regional Center Defined Benefit Retirement Plan vs every filed plan by assets

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

$55,212,086 Top 14% higher than 86% 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 Regional Center Defined Benefit Retirement 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. Kern Regional Center Defined Benefit Retirement Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kern Regional Center Defined Benefit Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Kern Regional Center Defined Benefit Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Kern Regional Center Defined Benefit Retirement Plan reported participants fell from 95 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237115846 · Kern Regional Center PY 2023 · Defined Benefit (Pension)

Kern Regional Center Defined Benefit Retirement Plan · $55M · 92 · 86th

  • PART $55M
  • PART 92
  • PART 86th
  • PART Defined Benefit (Pension)
  • PART near Porsche Employees' Retirement Plan
  • PART ind #15668

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 California →

Kern Regional Center Defined Benefit Retirement Plan in the asset neighbourhood

Hardinge Inc. Pension Plan$55MLocal 734 Pension Fund$55MPorsche Employees' Retirement PlanPorsche Employees' Retiremen…$55MKern Regional Center Defined Benefit Retirement PlanKern Regional Center Defined…$55MSoutheastern Ohio Regional Medical Center Pension PlanSoutheastern Ohio Regional M…$55M
End-of-year total assets ($M) among Kern Regional Center Defined Benefit Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$55M
Net Income$10M
Employer EIN237115846
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kern Regional Center)

Sponsor-wide plan assets over time

All Kern Regional Center plans reported in each filing year

Latest sponsor-wide plan assets
$66M 16.109108698155953% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $56.9M $66.1M ▲ +16.1%
Year Plans Participants Total Assets
2022 3 623 $57M
2023 2 391 $64M
2024 2 432 $66M

Nearby Defined Benefit (Pension) Plans in California

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

Kern Regional Center Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kern Regional Center Defined Benefit Retirement Plan, Total assets ($B): 0.055212086 · Participants: 92Kern Regional Center Defined Benefit Retirement 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
Kern Regional Center Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Kern Regional Center Defined Benefit Retirement Plan side-by-side with 3 peers →

Kern Regional Center Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Porsche Employees' Retirement Plan in GA ($55M); by covered participants it is Agm Container Controls, Inc. Defined Benefit Pension Plan in AZ (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Regional Center Defined Benefit Retirement Plan assets move in 2023? ▼
Kern Regional Center Defined Benefit Retirement Plan grew sharply - up 22.6% during 2023, from $45M to $55M. Reported net income was $10M.
How have Kern Regional Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern Regional Center's sponsor-wide assets grew 16.1%, from $57M to $66M.
Where does Kern Regional Center Defined Benefit Retirement Plan rank by assets among Form 5500 filers? ▼
Kern Regional Center Defined Benefit Retirement Plan ranks in the 86th 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 Kern Regional Center Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Porsche Employees' Retirement Plan in GA ($55M, 132 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kern Regional Center Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Agm Container Controls, Inc. Defined Benefit Pension Plan in AZ (92 participants, $6M 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 237115846.

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.