Money Purchase · DOL Form 5500 · 2024
Kern Oil & Refining Company Money Purchase Plan
Data updated 2026-08-06
- $16M
- Total assets
- 187
- Participants
- 66th
- Percentile by assets
- $87,354
- Avg per participant
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.
- 66th percentile by assets (of 116,472 plans)
- #9,181 in Manufacturing (16,886 peers)
Coverage in California
Kern Oil & Refining Company Pension Plan covers 187 participants in California, about 29% of the average California filer (state average ~637 per filing). Assets: $16M.
- $16M
- total plan assets (2024 EOY)
- 187
- covered participants
- 66th
- percentile by assets (of 116,472 plans)
- $87,354
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Kern Oil & Refining Company Pension Plan reports 187 participants - about 29% of that state average ($16M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $1M |
| Employer EIN | 330011506 |
| Plan Effective Date | 1982-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kern Oil & Refining Company)
| 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
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
- Scripps Health Retirement Savings Plan $1.3B · 16,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Kern Oil & Refining Company Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Kern Oil & Refining Company Pension Plan assets move in 2024? ▼
How have Kern Oil & Refining Company plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Kern Oil & Refining Company Pension Plan? ▼
Next read for Kern Oil & Refining Company Pension Plan
Filing takeaways
Ways to act on Kern Oil & Refining Company Pension Plan's numbers.
- By total assets, Kern Oil & Refining Company Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Kern Oil & Refining Company's sponsor-wide assets have grown 25.9% since 2022 across 3 plan years on file. More Manufacturing plans