401(k) · DOL Form 5500 · 2024

Kern Oil & Refining Co. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
184
Participants Below avg headcount
75th
Percentile by assets National rank
$140,899
Avg per participant Near avg balance/head
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Official DOL plan name: Kern Oil & Refining Co. Profit Sharing Plan · Sponsored by Kern Oil & Refining Co. · California · Manufacturing

$26M in assets, 184 participants

Kern Oil & Refining Co.'s Kern Oil & Refining Co. Profit Sharing Plan reported $26M in total assets and 184 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,666 in Manufacturing (17,777 peers)

Coverage in California

Kern Oil & Refining Co. Profit Sharing Plan covers 184 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $26M.

#11,666
in Manufacturing (17,777 peers)
-6.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kern Oil & Refining Co. Profit Sharing Plan's outsized position by total assets

Kern Oil & Refining Co. Profit Sharing Plan vs every filed plan by assets

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

$25,925,444 Top 25% higher than 75% 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 Co. Profit Sharing 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 Co. Profit Sharing Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kern Oil & Refining Co. Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Kern Oil & Refining Co. Profit Sharing Plan reported participants rose from 166 in the plan year 2023 filing to 184 in the plan year 2024 filing.
  • Kern Oil & Refining Co. Profit Sharing Plan end-of-year assets fell from $28M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330011506 · Kern Oil & Refining Co. PY 2024 · 401(k)

Kern Oil & Refining Co. Profit Sharing Plan · $26M · 184 · 75th

  • TYPE $26M
  • NET 184
  • BOOK 75th
  • VS-ST 401(k)
  • BOY near Ctsi 401(k) Plan
  • SCH ind #11666

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 Co. Profit Sharing Plan in the asset neighbourhood

Kern Oil & Refining Co. Profit Sharing PlanKern Oil & Refining Co. Prof…$26MMatrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) PlanMatrix New World Engineering…$26MG & W Equipment, Inc. 401(k) Profit Sharing Plan and TrustG & W Equipment, Inc. 401(k)…$26MCtsi 401(k) Plan$26MSomic America, Inc. 401(k) PlanSomic America, Inc. 401(k) P…$26M
End-of-year total assets ($M) among Kern Oil & Refining Co. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$26M
Net Income-$2M
Employer EIN330011506
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kern Oil & Refining Co.)

Sponsor-wide plan assets over time

All Kern Oil & Refining Co. 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 401(k) Plans in California

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

Kern Oil & Refining Co. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kern Oil & Refining Co. Profit Sharing Plan, Total assets ($B): 0.025925444 · Participants: 184Kern Oil & Refining Co. Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Kern Oil & Refining Co. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kern Oil & Refining Co. Profit Sharing Plan side-by-side with 3 peers →

Kern Oil & Refining Co. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ctsi 401(k) Plan in MD ($26M); by covered participants it is Onshift 401(k) Plan in OH (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Co. Profit Sharing Plan assets move in 2024? ▼
Kern Oil & Refining Co. Profit Sharing Plan pulled back noticeably - down 6.5% during 2024, from $28M to $26M. Reported net income was -$2M.
How have Kern Oil & Refining Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kern Oil & Refining Co.'s sponsor-wide assets grew 25.9%, from $34M to $42M.
Where does Kern Oil & Refining Co. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kern Oil & Refining Co. Profit Sharing Plan ranks in the 75th 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 Kern Oil & Refining Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ctsi 401(k) Plan in MD ($26M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Kern Oil & Refining Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onshift 401(k) Plan in OH (184 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 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.