401(k) · DOL Form 5500 · 2024

Kern & Co, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
21
Participants Small participant base
25th
Percentile by assets National rank
$56,531
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kern & Co, LLC Investment Program · Sponsored by Kern & Co, LLC · Georgia · Professional & Technical Services

$1M in assets, 21 participants

Kern & Co, LLC's Kern & Co, LLC Investment Program reported $1M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,966 in Professional & Technical Services (20,173 peers)

Kern & Co, LLC multi-year trail

Kern & Co, LLC's plans moved -20.0% in assets from 2022 to 2024; this filing shows Kern & Co, LLC Investment Program at $1M / 21 participants.

#3,966
in Professional & Technical Services (20,173 peers)
+9.0%
assets growth YoY

Kern & Co, LLC Investment Program among the smaller filed plans by assets

Kern & Co, LLC Investment Program vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,187,153 25th percentile higher than 25% of 123,620 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 2024

Kern & Co, LLC Investment Program among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kern & Co, LLC Investment Program is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kern & Co, LLC Investment Program reported net income rose from -$396K in the plan year 2023 filing to $98K in the plan year 2024 filing.
  • Kern & Co, LLC Investment Program reported participants rose from 19 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • Kern & Co, LLC Investment Program end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 582631346 · Kern & Co, LLC PY 2024 · 401(k)

Kern & Co, LLC Investment Program · $1M · 21 · 25th

  • EBSA $1M
  • PART 21
  • TYPE 25th
  • NET 401(k)
  • BOOK near Infosense, Inc. 401(k) Plan
  • VS-ST ind #3966

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Kern & Co, LLC Investment Program in the asset neighbourhood

Kern & Co, LLC Investment ProgramKern & Co, LLC Investment Pr…$1MInfosense, Inc. 401(k) Plan$1MDB Capital, Inc. 401(k) Plan$1MPatriot Excavating Corporation 401(k) PlanPatriot Excavating Corporati…$1MVortex Surgical, Inc. Retirement PlanVortex Surgical, Inc. Retire…$1M
End-of-year total assets ($M) among Kern & Co, LLC Investment Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kern & Co, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kern & Co, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 20.04422257573941% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.48M $1.19M ▼ -19.6%
Year Plans Participants Total Assets
2022 1 24 $1M
2023 1 19 $1M
2024 1 21 $1M

Kern & Co, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$98K
Employer EIN582631346
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Kern & Co, LLC Investment Program vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Kern & Co, LLC Investment Program, Total assets ($B): 0.001187153 · Participants: 21Kern & Co, LLC Investment ProgramThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Kern & Co, LLC Investment Program vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Kern & Co, LLC Investment Program side-by-side with 3 peers →

Kern & Co, LLC Investment Program's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Infosense, Inc. 401(k) Plan in NC ($1M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kern & Co, LLC Investment Program assets move in 2024? ▼
Kern & Co, LLC Investment Program grew at a solid clip - up 9.0% during 2024, from $1M to $1M. Reported net income was $98K.
How have Kern & Co, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern & Co, LLC's sponsor-wide assets declined 20.0%, from $1M to $1M.
Where does Kern & Co, LLC Investment Program rank by assets among Form 5500 filers? ▼
Kern & Co, LLC Investment Program ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Kern & Co, LLC Investment Program? ▼
Among 401(k) plans in other states, the closest by assets is Infosense, Inc. 401(k) Plan in NC ($1M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Kern & Co, LLC Investment Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582631346.

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.