Money Purchase · DOL Form 5500 · 2024

Kern Oil & Refining Company Money Purchase Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
187
Participants Below avg headcount
66th
Percentile by assets National rank
$87,354
Avg per participant Below avg balance/head
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Official DOL plan name: Kern Oil & Refining Company Pension Plan · Sponsored by Kern Oil & Refining Company · California · Manufacturing

$16M in assets, 187 participants

Kern Oil & Refining Company's Kern Oil & Refining Company Pension Plan reported $16M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #9,723 in Manufacturing (17,777 peers)

Coverage in California

Kern Oil & Refining Company Pension Plan covers 187 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $16M.

#9,723
in Manufacturing (17,777 peers)
+9.5%
assets growth YoY

Kern Oil & Refining Company Pension Plan's mid-pack asset rank among Manufacturing and all filers

Kern Oil & Refining Company Pension Plan vs every filed plan by assets

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

$16,335,126 Top 34% higher than 66% 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 Oil & Refining Company Pension 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. Kern Oil & Refining Company Pension Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kern Oil & Refining Company Pension Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kern Oil & Refining Company Pension Plan reported participants rose from 167 in the plan year 2023 filing to 187 in the plan year 2024 filing.
  • Kern Oil & Refining Company Pension Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330011506 · Kern Oil & Refining Company PY 2024 · Money Purchase

Kern Oil & Refining Company Pension Plan · $16M · 187 · 66th

  • EOY $16M
  • 5500 187
  • ASSETS 66th
  • PCT Money Purchase
  • EIN near United Dairy Farmers, Inc. Money Purchase
  • RANK ind #9723

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 California →

Kern Oil & Refining Company Pension Plan in the asset neighbourhood

Kern Oil & Refining Company Pension PlanKern Oil & Refining Company …$16MUnited Dairy Farmers, Inc. Money PurchaseUnited Dairy Farmers, Inc. M…$16MTinker Federal Credit Union Target Benefit PlanTinker Federal Credit Union …$16MBlackstone Valley Community Health Care Retirement PlanBlackstone Valley Community …$16MIla Warehouse Employees Pension FundIla Warehouse Employees Pens…$16M
End-of-year total assets ($M) among Kern Oil & Refining Company Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN330011506
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kern Oil & Refining Company)

Sponsor-wide plan assets over time

All Kern Oil & Refining Company plans reported in each filing year

Latest sponsor-wide plan assets
$42M 25.929510998107837% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.6M $42.3M ▲ +25.9%
Year Plans Participants Total Assets
2022 2 331 $34M
2023 2 333 $43M
2024 2 371 $42M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Kern Oil & Refining Company Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Kern Oil & Refining Company Pension Plan, Total assets ($B): 0.016335126 · Participants: 187Kern Oil & Refining Company Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Kern Oil & Refining Company Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Kern Oil & Refining Company Pension Plan side-by-side with 3 peers →

Kern Oil & Refining Company Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is United Dairy Farmers, Inc. Money Purchase in OH ($16M); by covered participants it is Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust in PA (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Oil & Refining Company Pension Plan assets move in 2024? ▼
Kern Oil & Refining Company Pension Plan grew at a solid clip - up 9.5% during 2024, from $15M to $16M. Reported net income was $1M.
How have Kern Oil & Refining Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern Oil & Refining Company's sponsor-wide assets grew 25.9%, from $34M to $42M.
Which Money Purchase plans are similar in size to Kern Oil & Refining Company Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is United Dairy Farmers, Inc. Money Purchase in OH ($16M, 684 participants).
Which Money Purchase plans cover a similar participant headcount to Kern Oil & Refining Company Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust in PA (187 participants, $21M 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 330011506.

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.