Defined Benefit (Pension) · DOL Form 5500 · 2023

Kerr Group, LLC Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: N/A
Participants Small participant base: 63rd
Percentile by assets National rank

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Official DOL plan name: Kerr Group, Inc. Retirement Income Plan I · Sponsored by Kerr Group, LLC · Indiana · Manufacturing

$12M in assets, N/A participants

Kerr Group, LLC's Kerr Group, Inc. Retirement Income Plan I reported $12M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#9,331 in Manufacturing (18,722 peers)

What the 2023 filing shows

Kerr Group, Inc. Retirement Income Plan I holds $12M for N/A participants, above the median plan by assets.

#9,331
in Manufacturing (18,722 peers): +0.3%
assets growth YoY

Kerr Group, Inc. Retirement Income Plan I's mid-pack asset rank among Manufacturing and all filers

Kerr Group, Inc. Retirement Income Plan I vs every filed plan by assets

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

$12,031,781 Top 37% higher than 63% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kerr Group, Inc. Retirement Income Plan I reported net income rose from -$211K in the plan year 2022 filing to $33K in the plan year 2023 filing.
Kerr Group, Inc. Retirement Income Plan I reported participants fell from 4 in the plan year 2022 filing to N/A in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 950898810 · Kerr Group, LLC PY 2023 · Defined Benefit (Pension)

Kerr Group, Inc. Retirement Income Plan I · $12M · N/A · 63rd

ASSETS $12M
ASSETS N/A
ASSETS 63rd
ASSETS Defined Benefit (Pension)
ASSETS near Lifepoint Bell Memorial Non-Union Pension Plan
ASSETS ind #9331

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 Manufacturing retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Kerr Group, Inc. Retirement Income Plan I and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$12M
Net Income	$33K
Employer EIN	950898810
Plan Effective Date	1998-10-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Kerr Group, LLC)

Latest sponsor-wide plan assets: $11M 4.55389072812496% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$12M
2023	1	N/A	$12M
2024	1	N/A	$11M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Kerr Group, Inc. Retirement Income Plan I vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants

The Lilly Retirement Plan $11.7B · 19,111
Cummins Pension Plan $3.3B · 26,560
Indiana Laborers Pension Fund $1.7B · 10,800
Elevance Health Cash Balance Plan a $1.3B · 8,197
Nisource Pension Plan $1.1B · 2,174

Compare Kerr Group, Inc. Retirement Income Plan I side-by-side with 3 peers →

Kerr Group, Inc. Retirement Income Plan I's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Indiana, the nearest Defined Benefit (Pension) by end-of-year assets is Lifepoint Bell Memorial Non-Union Pension Plan in TN at $12M (this filing: $12M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Lifepoint Bell Memorial Non-Union Pension Plan (TN) $12M · 22
Springfield Neurological Institute, LLC Cash Balance Plan (MO) $12M · 29
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan (OH) $12M · 129
Grant County Bank Defined Benefit Plan (WV) $12M · 36

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 Group, Inc. Retirement Income Plan I assets move in 2023? ▼

Kerr Group, Inc. Retirement Income Plan I held essentially flat - up 0.3% during 2023, from $12M to $12M. Reported net income was $33K.

How have Kerr Group, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kerr Group, LLC's sponsor-wide assets declined 4.6%, from $12M to $11M.

Which Defined Benefit (Pension) plans are similar in size to Kerr Group, Inc. Retirement Income Plan I? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Lifepoint Bell Memorial Non-Union Pension Plan in TN ($12M, 22 participants).

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 950898810.