401(k) · DOL Form 5500 · 2024

Kerkering, Barberio & Co. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
149
Participants Small participant base
76th
Percentile by assets National rank
$190,064
Avg per participant Above avg balance/head
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Official DOL plan name: Kerkering, Barberio & Co. 401(k) Plan · Sponsored by Kerkering, Barberio & Co. · Florida · Professional & Technical Services

$28M in assets, 149 participants

Kerkering, Barberio & Co.'s Kerkering, Barberio & Co. 401(k) Plan reported $28M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,411 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Kerkering, Barberio & Co. 401(k) Plan covers 149 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $28M.

#15,411
in Professional & Technical Services (20,173 peers)
+15.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kerkering, Barberio & Co. 401(k) Plan's outsized position by total assets

Kerkering, Barberio & Co. 401(k) Plan vs every filed plan by assets

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

$28,319,520 Top 24% higher than 76% 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

Kerkering, Barberio & Co. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerkering, Barberio & Co. 401(k) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kerkering, Barberio & Co. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kerkering, Barberio & Co. 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Kerkering, Barberio & Co. 401(k) Plan reported participants rose from 130 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 591753337 · Kerkering, Barberio & Co. PY 2024 · 401(k)

Kerkering, Barberio & Co. 401(k) Plan · $28M · 149 · 76th

  • NET $28M
  • NET 149
  • NET 76th
  • NET 401(k)
  • NET near Ntiva 401(k) Plan
  • NET ind #15411

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 Florida →

Kerkering, Barberio & Co. 401(k) Plan in the asset neighbourhood

Kerkering, Barberio & Co. 401(k) PlanKerkering, Barberio & Co. 40…$28MNtiva 401(k) Plan$28MWeber, Inc. Safe Harbor 401(k) Profit Sharing PlanWeber, Inc. Safe Harbor 401(…$28MAcme Corrugated Box Co., Inc. Profit Sharing and 401(k) PlanAcme Corrugated Box Co., Inc…$28MPch Hotels and Resorts, Inc. 401(k) PlanPch Hotels and Resorts, Inc.…$28M
End-of-year total assets ($M) among Kerkering, Barberio & Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN591753337
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kerkering, Barberio & Co.)

Sponsor-wide plan assets over time

All Kerkering, Barberio & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 41.73240878061168% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20M $28.3M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 117 $20M
2023 1 130 $25M
2024 1 149 $28M

Nearby 401(k) Plans in Florida

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

Kerkering, Barberio & Co. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kerkering, Barberio & Co. 401(k) Plan, Total assets ($B): 0.02831952 · Participants: 149Kerkering, Barberio & Co. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Kerkering, Barberio & Co. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kerkering, Barberio & Co. 401(k) Plan side-by-side with 3 peers →

Kerkering, Barberio & Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ntiva 401(k) Plan in VA ($28M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Kerkering, Barberio & Co. 401(k) Plan assets move in 2024? ▼
Kerkering, Barberio & Co. 401(k) Plan grew sharply - up 15.3% during 2024, from $25M to $28M. Reported net income was $4M.
How have Kerkering, Barberio & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerkering, Barberio & Co.'s sponsor-wide assets grew 41.7%, from $20M to $28M.
Where does Kerkering, Barberio & Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kerkering, Barberio & Co. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kerkering, Barberio & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ntiva 401(k) Plan in VA ($28M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Kerkering, Barberio & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants, $646K 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 591753337.

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.