Profit Sharing · DOL Form 5500 · 2023

Kern Regional Center Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
299
Participants Below avg headcount
56th
Percentile by assets National rank
$30,316
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$9M in assets, 299 participants

Kern Regional Center's Kern Regional Center Defined Contribution Retirement Plan reported $9M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,982 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Kern Regional Center Defined Contribution Retirement Plan covers 299 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $9M.

#10,982
in Healthcare & Social Assistance (17,684 peers)
+42.1%
assets growth YoY

Kern Regional Center Defined Contribution Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$9,064,502 Top 44% higher than 56% 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 Contribution Retirement 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 Regional Center Defined Contribution Retirement Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kern Regional Center Defined Contribution Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Kern Regional Center Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237115846 · Kern Regional Center PY 2023 · Profit Sharing

Kern Regional Center Defined Contribution Retirement Plan · $9M · 299 · 56th

  • VS-ST $9M
  • VS-ST 299
  • VS-ST 56th
  • VS-ST Profit Sharing
  • VS-ST near Upper Ohio Valley Laborers Security Fund
  • VS-ST ind #10982

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 Contribution Retirement Plan in the asset neighbourhood

Murco Wall Products, Inc. Employees Profit Sharing PlanMurco Wall Products, Inc. Em…$9MUpper Ohio Valley Laborers Security FundUpper Ohio Valley Laborers S…$9MIoditech, Inc. Employee Stock Ownership Fund & TrustIoditech, Inc. Employee Stoc…$9MKern Regional Center Defined Contribution Retirement PlanKern Regional Center Defined…$9MWesley Commons 403(b) Retirement Savings PlanWesley Commons 403(b) Retire…$9M
End-of-year total assets ($M) among Kern Regional Center Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN237115846
Plan Effective Date2018-07-01
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 Profit Sharing Plans in California

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

Kern Regional Center Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Kern Regional Center Defined Contribution Retirement Plan, Total assets ($B): 0.009064502 · Participants: 299Kern Regional Center Defined Contribution Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Kern Regional Center Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Kern Regional Center Defined Contribution Retirement Plan side-by-side with 3 peers →

Kern Regional Center Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Upper Ohio Valley Laborers Security Fund in PA ($9M); by covered participants it is Plan De Beneficios Y Capitalizacion Del Centro Comprensivo De Cancer in PR (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Contribution Retirement Plan assets move in 2023? ▼
Kern Regional Center Defined Contribution Retirement Plan surged - up 42.1% during 2023, from $6M to $9M. Reported net income was $3M.
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.
Which Profit Sharing plans are similar in size to Kern Regional Center Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Upper Ohio Valley Laborers Security Fund in PA ($9M, 818 participants).
Which Profit Sharing plans cover a similar participant headcount to Kern Regional Center Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plan De Beneficios Y Capitalizacion Del Centro Comprensivo De Cancer in PR (299 participants, $4M 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.